Travelers – client relations

Jess Carey Posted By Jess Carey
from Burlington Media

Guidance notes for legal practices

In these guidance notes Travelers look at why identifying your client, their objectives and their authority is essential if you are to give a good service.

Identifying clients and their interests

  • Make sure the client is who they say they are – get original evidence of identity
  • Don’t rely on having acted for the client previously – circumstances may have changed
  • Identify their interest in the matter so that you can establish whether there is any conflict with another client (current or former) of your firm or with any other party instructing you
  • Ensure that the client has authority to instruct you, especially in partnership or corporate matters or when dealing with family members 

To learn more about identifying clients and their interest click here

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