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Client care


Transparency in price and service - Guidance

To help you understand your obligations under our Transparency Rules.

Publishing complaints procedure - Guidance

The requirements under the Transparency Rules to publish information concerning your complaints procedure.

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

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

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.

SRA Transparency Rules - Case studies

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