Risk Management Webinar : Client Communication To Mitigate Risk
Join this CPD training online at the specified time
1 hour verifiable CPD l Please note: This webinar fulfils the 1 hour of annual Risk Management CPD required by all Scottish solicitors
Client communication is the single most common issue highlighted in complaints received by the Scottish Legal Complaints Commission. This 1-hour webinar provides useful information regarding the role that technology, and in particular, Artificial Intelligence and Client Relationship Management software, can play in mitigating the risk of communication-based complaints while using solicitors’ time effectively.
Learning outcomes:
- Discuss the challenges of staying on top of client communication in the online age
- Understand the impact of poor communication on client relationships and the role that client communication plays in complaints against solicitors in Scotland
- Explore how technology, including Artificial Intelligence (AI) and Client Relationship Management Software (CRM), can mitigate these risks
- Gain awareness of the importance of securely using technology to manage client communication and relationships
Speaker
• Understanding the Nexus: Risk Management and Client Communication
o Symbiotic relationship between client communication and risk management
o The importance of effective client communication in building trust and satisfaction
o Case studies
• Technological Solutions for Enhanced Client Communication
o Client Portals and Secure Communication Platforms
- Explanation of client portals and their benefits.
- Secure communication platforms tailored for the legal industry
o Document Management Systems
- Highlight the efficiency gains and collaboration benefits of document management systems
• Technological Tools and Security
o Secure Communication Practice
o Overview of tools and practices for ensuring secure client communication
o Balancing convenience with confidentiality
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