associate news


A property sale raises Inheritance Tax questions

19 April 2023

My client Mabel was looking for advice on Will Planning and preparing Lasting Powers of Attorney, and approached a local solicitor who I regularly work with. The solicitor was able to establish that Mabel would benefit greatly from advice in regards to her Inheritance Tax (IHT) liability.


Legal firms fail to articulate their products and services online

19 April 2023

Just over half of law firms (52%) are failing to articulate their offering online and almost two thirds of legal websites (58%) don’t rate highly for customer friendliness, according to new research from Moneypenny.


Marketing can lead the proverbial horse to water – but how on earth do you make it drink?

17 April 2023

Data around conveyancing performance is now emerging in a format that clients can understand and compare which is great news. The Conveyancing Map offers firms the chance to give clients an objective insight into their market presence and their operational efficiency.


Join the let’s talk RNRB webinar from Estate Research Learning Hub

17 April 2023

In the second of the four-part LET’S Talk series, this free Q&A webinar from Estate Research presented by Prof. Lesley King and John Bunker, will offer answers to common, challenging and contentious RNRB questions.


How can conveyancers boost profitability in the face of an economic downturn?

17 April 2023

With inflation at a 40-year high, the UK legal sector has found itself facing an unfamiliar challenge. So, what steps can you take to protect your conveyancing business?


Counsel Culture Podcast – Enter the Matrix

17 April 2023

Joshua Bates of associate firm O’Connors recently joined Meganne Tilly of Byfield Reputational Counsel to discuss a range of issues including law firms cancelling their PII covers, anti-money laundering compliance and cyber security challenges they are facing.


Gaining greater efficiency from MLC

17 April 2023

Civitas Law has used MLC for a number of years. Recently they made a full upgrade from a hosted system to Azure Office 365, incorporating Mobile MLC and Case Collaboration (OneDrive).


Automate your law firm’s efficiency with legal workflow management technology 

14 April 2023

As law firms enter another year of challenging economic circumstances, many are evaluating their strategies to remain profitable


How modern law firms can manage client communications and expectations effectively

14 April 2023

For the second episode of Osprey Approach’s Build Better Habits webinar series, I was joined by Sarah Charlton, CEO of law firm Eaton Evans Morris, Gab Santos, national sales manager at InfoTrack, and Aftab Bose, editor of LPM. Our expert panel shared their knowledge and insight to provide practical tips and advice on how SME law firms can manage client relationships effectively with the right approach and mindset.


InfoTrack integrates with LMS Secure Link to drive efficiency for conveyancing stakeholders

13 April 2023

LMS, the UK’s leading conveyancer and panel management specialist, today announces that InfoTrack, a pioneering digital conveyancing provider, has integrated with Secure Link to facilitate access to the service for all its clients and deliver an enhanced user experience.

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Blog


Forms are evolving – and more interesting than you might think

I have spent much of my working life thinking about something most people would probably prefer not to think about at all: legal forms.


The questions that determine if the SRA’s client money reforms will work

Both reforms respond to real and well-evidenced gaps in the current framework. The SRA’s changes after consultation feedback shows it’s listening. But structural change on paper is only half the job.


The new metrics for success in conveyancing

While technology has made much of the conveyancing process faster, there remains a practical limit to how many matters anyone can manage while still keeping standards intact.


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