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Client care


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Accepting instructions from vulnerable clients or third parties acting on their behalf

To highlight issues to consider before receiving and accepting instructions from vulnerable clients or third parties acting on their behalf.

Transparency in price and service - Guidance

To help you understand your obligations under our Transparency Rules.

Drafting and preparation of wills - Guidance

To highlight areas of concern and the professional obligations of those responsible for the preparation and drafting of wills.

Access to and disclosure of an incapacitated person's will - Guidance

To clarify circumstances where a solicitor can disclose a copy of a client’s will to a property and financial affairs attorney.

Complaints about solicitors working outside SRA-regulated firms - Case studies

These case studies examine some of the remedies available to those who wish to complain about solicitors working outside SRA – regulated firms.

Client care letters - Guidance

How to write and what to include in a good client care letter.

Publishing complaints procedure - Guidance

An explanation of the requirements under the Transparency Rules to publish information concerning your complaints procedure.

SRA Transparency Rules - Case studies

These case studies will help you understand the Transparency Rules and the requirement to publish prices.