💼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.

3.1 Key Elements of the Adviser/Client Relationship3.2 Taking Client Instructions3.3 Use of Interpreters3.4 Responding to Enquiries (Email & Phones)

3.5 Case Notes Recording

3.7 Document Filing

3.8 Certification of Documents / Countersigning

3.9 File Requests

3.10 Drafting

3.11 Drafting Witness Statements

3.12 Safeguarding Guidance / Obligation for Caseworkers

3.13 Working with Vulnerable Clients