An Introduction to Solicitor Act Assessments for PI Lawyers & Costs Professionals

Introduction

Never more so than now has an understanding of the rules regarding assessments under the Solicitors Act 1974 been so important.

If you do not want the costs you bill tomorrow to be subject to challenge years from now, you need to have a good understanding of the rules, and the sometimes abstruse caselaw interpreting them.

This virtual classroom seminar will ensure that you are prepared from start to finish, and ready for any later challenge.

What You Will Learn

This live and interactive session will cover the following:

• Retainers - Getting it right from the outset
• Success fees and risk assessments: Herbert v HH Law and other cases
• Lessons learned from Belsner v CAM Legal Services Ltd [2022]
• Estimates and keeping the client informed
• Statute bills - What they need to contain and what you need to do with them
• Dealing with challenges and opening requests such as delivery up of the file
• The evidential burden and the basis of assessment
• Procedural requirements of assessments
• Drafting replies
• Lodging documents
• The costs of the assessment: the one fifth rule and how to combat it
• Special circumstances
• Successful offers

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.