Vulnerable Clients - Getting it Right

  • 7 ratings, 321 users enrolled

Course Overview

Meeting the needs of vulnerable clients worthwhile and a compliance requirement, but it can also drive client satisfaction, and even bring new business to your firm.

How do you identify vulnerable clients and meet their needs? Investing time doing so sounds costly, but evidence suggests there are plenty of potential clients looking for a law firm able to do just that. Research into consumer needs by the Legal Services Board (LSB) found that clients with additional needs sometimes found legal services difficult to access. As a result, the LSB concluded there was latent unmet demand in the market.

Broken down into easily digestible 20 minute sections, this essential webinar explores your obligations, provides ideas for supporting your clients, and looks at the opportunities to drive new business opportunities through improved client satisfaction.

What are the requirements?

  • Watch series of 3 20 minute recorded webinar, including reference notes, discussion questions and optional evaluation form to test your legal knowledge
  • This course provides 1-2 CPD points (depending on length of time spent considering the discussion questions and completing the evaluation form)

Learning Outcomes

  • On completion of this course you will:

    • Be familiar with the definition of ‘vulnerable clients’ applied by the SRA, the Legal Ombudsman, and other regulators
    • Understand your compliance obligations to vulnerable clients
    • Appreciate the difference between vulnerability and capacity
    • Be able to innovative ideas for meeting vulnerable clients’ needs, and the potential opportunities for new business

What is the target audience?

  • Practitioners



About Instructor - Katie Jackson

Katie Jackson is a consultant specialising in law firm compliance and regulation. A former Inspector for the Council for Licensed Conveyancers, Katie led and managed inspections of some of the largest conveyancing practices in the country. Prior to working for the CLC, Katie spent a number of years working in various inspection and policy roles for the Solicitors Regulation Authority, and Legal Services Commission.

Course Curriculum

recorded webinars

  • Part 1
  • Part 2
  • part 3


  • Discussion Questions
    1 Page
  • notes
    6 Page
  • evaluation
    1 Page


  • Price
  • £ 60