Adapt it correctly and it can help you build a process that works
The Solicitors Regulation Authority’s (SRA) recently-released template for client and matter risk assessments is just the beginning of a firm’s assessment journey with its clients and matters. The templates were created to guide firms and help them understand the SRA’s requirements and expectations and, significantly, how to comply with them.
The template highlights the questions firms should be asking, how important it is to maintain documentation and that firms need to record their considerations.
In light of the SRA template, how does a firm build a client and matter risk assessment process that works?
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