For Lawyers

Project Management

I have many years experience in managing a medium sized solicitors firm.

During my time at EAD I was closely involved in three mergers/take overs. 

I also steered EAD to its ABS Licence in 2013.

Since starting this Consultancy I have succesfully helped a major Claims Management Company to secure an ABS licence enabling it to set up its own legal practice.

I am working on two other start up projects and am also helping a high profile local solcitor to plan his retirement from the profession. 

I am happy to work alongside firms who are pursuing or considering such a project or just to be an outside voice in relation to decision making. 

I can also assist lawyers and non lawyers looking to start up their own practice.

 

 

Practice Management

One of the mandatory principles of the SRA code of conduct 2011 is that you must –run your business or carry out your role in the business effectively and in accordance with proper governance and sound financial and risk management principles. In other words all law firms have to be managed as businesses.

So you not only have to have technical legal skills, you also now have to run a sound business. Many medium to large firms now employ a team of managers to look after – Finance, HR, IT, Communications, Risk, Marketing etc. For smaller enterprises the cost of this this can be prohibitive.

I have been a partner for over 20 years and in a senior management role for almost 10 years. I am happy to take on many of these management tasks so that the lawyers are freed up to spend more time looking after their clients and earning fees. I will meet senior managers to develop a management strategy to improve efficiency and profitability.

 

I have a particular interest in social media marketing and can provide advice and training or, if required, manage your firms social media output.

Risk and Compliance

I was the Compliance Officer at EAD Solicitors for many years continue in this role on a consultancy basis.

I am a member of Liverpool Law Society's Regulatory Committee.

I have held the following positions - 

COLP/HOLP, 

Data Protection Officer, 

Senior Responsible officer for the Law Society's Conveyancing Quality Scheme.

These are all onerous and time consuming tasks. I can assist with much of the work, effectively as an assistant to the nominated person. 

 I offer training in relation to these roles. 

 

Complaints Handling

I spent many years as the Complaints Handling Partner. This included everything from routine concerns about missed calls to complex billing disputes. I know from experience that this can be a drawn out and time consuming process. 

I offer an outsourced comlaints handling service. This enables them to offload the burden of investigation and response while they focus on earning fees.

I am also familiar ith dealing with the Legal Ombudsman and SRA.

I will handle complaints on a case by case basis or am happy to agree an annual retainer for outsourcing all compliants.

I can also help firms to draft an internal complaints' procedure.

In many cases complaints can be avoided by early discussion and resolution of concerns. This is particularly the case as we approach increased publication of complaints data. I am happy to meet with firms and to offer training and assistance in the avoidance of complaints.