Case Management

This section refers to a range of approaches employed by the adviser and their organisations to manage the life cycle of a case or matter more effectively.

1 Key Elements of the Adviser/Client Relationship
2 Taking Client Instructions
3 Use of Interpreters
4 Responding to Enquiries (Email & Phones)
5 Case Notes Recording
7 Document Filing
8 Certification of Documents / Countersigning
9 File Requests
10 Drafting
11 Drafting Witness Statements
12 Safeguarding Guidance / Obligation for Caseworkers
13 Working with Vulnerable Clients

2.7 OISC CPD Scheme

3.1 Key Elements of the Adviser/Client Relationship

Last modified 2yr ago