Client Communications
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This bundle shows how to get the basics right so client communications don’t create confusion, complaints, or downstream problems for your firm. It teaches practical standards for professional client interactions across instructions, emails, letters, calls, texts, and follow‑up. The emphasis on clarity, accuracy, and proper record‑keeping reduces client misunderstandings, protects firm standards, and minimises the risks created by informal or poorly controlled communication.
Modules included
- Taking Care of Telephone Inquiries Professionally:
Handle incoming telephone inquiries professionally, including first client contact, appropriate information gathering, and directing calls appropriately within the firm. - Core Competencies for Effective Client Communications:
Competently manage client communications across emails, letters, calls, and texts, so information is clear, accurate and properly recorded. - Top Tips for Taking Client Instructions:
A practical, step‑by‑step process for taking initial client instructions so scope is clear, work is properly directed, and costly misunderstandings are avoided later.
One CPD unit per one‑hour recorded webinar. Mandatory categories include Practice Management and Business Skills, and Professional Skills. Individual solicitors must self‑assess CPD claims in accordance with regulatory requirements and recorded‑webinar limits. Excludes WA.
Access to this Training Bundle is available for a period of 60 days from date of registration.
This Training Bundle includes webinar modules, downloadable resources, Top Ten Tips, and an online quiz.
These webinar modules and learning resources are for training purposes only. For anything specific to your matters or firm, make sure you speak with your supervising solicitor.
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