Author: danielle

How to stay compliant when onboarding new clients part 3: Common conflict check pitfalls most SME law firms face and how to overcome them

In this guide, we explore the most common mistakes law firms make when conducting conflict checks and offer practical tips on how to overcome them. From inadequate training to overlooked processes, we cover the key areas that could lead to compliance risks and how to avoid them for a smooth and compliant client onboarding process.

How to stay compliant when onboarding new clients part 2: 3 digital tools to complete a compliant conflict check

Onboarding new clients requires careful conflict checks to comply with the SRA Code of Conduct. In this guide, we explore three essential digital tools, including case management software, that law firms can use to streamline and automate conflict checks, ensuring greater accuracy and compliance during client intake.

How to stay compliant when onboarding new clients part 1: A guide to conflict checks

Conducting thorough conflict checks is a critical part of legal client onboarding, helping firms comply with the SRA Code of Conduct and avoid ethical breaches. In this guide, we explore the key steps for performing conflict checks, common pitfalls to avoid, and how technology—like Osprey Approach—can help law firms streamline the process.

Behind the scenes at Osprey Approach: How we prioritise feature development

Ever wondered why certain feature requests aren’t implemented right away? In this article, we take you behind the scenes of Osprey Approach’s development process to explain how we prioritise features, balance competing demands, and ensure we deliver the most value to our clients.

How to be SRA accounts rules compliant part 3: The common client residual balances challenges most SME law firms face

Managing client residual balances is essential for compliance with the SRA Accounts Rules. Osprey Approach provides law firms with integrated tools to streamline processes, automate tasks, and maintain accurate records, ensuring no balance goes unnoticed. Explore how Osprey simplifies compliance management.

How to be SRA Accounts Rules compliant part 2: 6 ways Osprey can help law firms manage client residual balances

How to be SRA accounts rules compliant part 1: A guide to client residual balances

This first part of our three-part guide explains how to effectively manage residual client balances, helping law firms meet SRA Accounts Rules requirements.

How to be SRA compliant part 3: The common SRA Code of Conduct pitfalls most SME law firms face and how to overcome them

Ensure your law firm stays compliant with the SRA Transparency Rules. This guide covers essential requirements, including costs, complaints, publication, and regulatory information, to help you meet the standards effectively.

How to be SRA compliant part 2: 9 ways Osprey can help law firms stay compliant with the SRA Code of Conduct

In part 2 of our SRA compliance guide, we focus on the SRA Code of Conduct, which outlines the professional and ethical standards required of solicitors. This section delves into how law firms can meet their obligations under the Code, ensuring that their practices align with regulatory expectations.

How to be SRA compliant part 1: A guide to the SRA Code of Conduct

Part 1 of our SRA compliance series delves into the SRA Code of Conduct, offering practical advice for SME law firms to navigate regulatory challenges, enhance client care, and maintain compliance with confidence.

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