Onboarding Clients

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

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Thanks to our specialist systems, we are able to provide you with recordings and course materials which allow you to refer back to your training at any time should you wish to do so. Alternatively, if you are unable to attend the live webinar these facilities mean that you don’t have to worry about missing out and you can go about your day, reassured by the knowledge that you can carry out your required training at a time convenient to you. 

A certificate of completion is also provided for delegates booking this event.  

Cost: This webinar is free of charge however registration is required. 

With thanks to our sponsors Checkboard. Visit www.checkboard.com or click the link below:

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Have an enquiry? Call 07379 134 942 or email [email protected]