Onboarding Clients

This webinar is suitable for new members of the conveyancing team, support staff and paralegals and will explore –

• What does on boarding actually mean
• Effective Communication with conveyancing clients – what do clients need to know
• Compliance issues – why do we need to verify identity and undertake AML checks
• Scoping the retainer – purpose and what should the retainer contain
• Assessing risk – matter and client risk assessments