Redbrick Solutions: Onboarding residential clients and meeting client expectations

31st January 2023 at 10:00 am - Online

Ian Quayle, Chief Executive at IQ Legal Training, is pleased to present this 60-minute webinar session aimed at all conveyancers and all members of staff who onboard or assist in onboarding clients, exploring:

  • Verifying client identity
  • Risk assessing clients and transactions
  • Information and explanation – what to provide clients when taking on work
  • Setting realistic client expectations
  • What do clients really require?
  • What can we learn from case law?

Extensive notes will be provided and there will be an opportunity for delegate questions. Register your place today! This webinar is sponsored by Redbrick Solutions and Conveyancing Data Services.