Professional Undertakings

TRAINER

Lorraine Richardson

COURSE OVERVIEW

Any statement is capable of being a professionally binding undertaking and they can be given by anyone. This means that the ability to recognise an undertaking is vital risk management for any legal practice. This practical course will introduce support staff working in a legal environment to the importance of being able to recognise and comply with an undertaking. The course will involve consideration of worked examples and the key steps to take to properly draft and comply with an undertaking.

Level – this course is aimed at support staff, paralegals and secretaries but would be a useful refresher for qualified staff.

COURSE OBJECTIVES

  1. What is an undertaking?
  2. Why are they important?
  3. How to recognise an undertaking.
  4. How to draft an undertaking.
  5. Who should give an undertaking.
  6. Examples from practice.
  7. Risk management.

FORMAT

Group session (max. 20 delegates)

DURATION OF COURSE

3 hours

Trainer Profile

Lorraine Richardson (MA) Cantab is an experienced solicitor and freelance legal trainer, specialising in residential conveyancing. Lorraine has a wealth of experience in legal training in a variety of legal training organisations and both designed and delivered the Land Registry Qualification whilst with the College of Law. Lorraine has also designed and delivered many management-related courses including Client Care and Professional Standards, Management Courses Stage 1 & 2 and Presentation Skills.

Lorraine delivers bespoke courses for in house firms and also covers: compliance, legal skills and professional conduct. Lorraine is a co-editor of the popular and practical Law Society publication ‘Conveyancing Forms and Procedures’. Lorraine is a main contributor for the monthly update publication for practitioners, ‘The Practical Lawyer’.

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