Onboarding Clients

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Join Ian Quayle as he discussed the tricky issues and processes associated with onboarding new clients.

This webinar is suitable for all conveyancers of all levels and experience and will cover the following topics:

  • Taking on new clients – CQS requirements
  • Do we need to do this work and can we do it
  • The thorny issue of what we charge
  • The engagement letter and or scoping the retainer
  • Verification of identity and fraud awareness

Extensive notes will be provided and there will be an opportunity for delegate questions