CQS client care policy
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What is in a CQS Client Care Policy?
The 2022 version of the CQS Core Practice Management Standards (CPMS) mandates CQS firms to establish a policy addressing client care (s6.1). So what does a CQS Client Care Policy Include? As will all policies, the CQS Client Care Policy will need to be drafted or adapted based on the specific approach that your firm takes…
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Client Care 101: Advising on What You Don't Advise On
The second part of Client Care 101 illustrates the importance of what you say in your retainer letter or in your ROT (or preferably both). Solicitor Justin from firm ABC receives a call from Mr. Green who asks for a quote on a purchase. During the conversation Mr. Green talks about how it is his…