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.
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A practical guide to Legal Aid Agency and SQM assessor requirements for effective file management and record production
Katie Jackson
31 Users Enrolled
This timely webinar explores the key file management and record keeping obligations under the Specialist Quality Mark (SQM) and highlights the types of documentation law firms must be able to produce for both the Legal Aid Agency (LAA) and SQM assessors.You'll gain a practical understanding of how to compile matter lists, categorise files by work type, and ensure each file is fully documented with funding details, attendance logs, case duration, key dates, and undertakings. Beyond these essentials, the course outlines the wider spectrum of SQM ... See more
Understanding the Foundation of Client Money Management and Law Firm Accounting Compliance
Katie Jackson
117 Users Enrolled
This introductory-level CPD course offers a practical and accessible overview of the Solicitors Accounts Rules, a vital regulatory framework governing the handling of client money within law firms. Designed for legal professionals at the start of their compliance journey, this webinar demystifies the basic accounting concepts and legal principles that support proper client account operation.Participants will explore the core elements of a solicitor’s accounting system, including the cashbook, client ledger, and reconciliation processes. ... See more
Comprehensive insights into the evolving regulatory landscape for solicitors and legal practices.
Katie Jackson
225 Users Enrolled
Stay ahead in the ever-changing regulatory environment with the SRA Compliance Law Update Bundle 2025. This bundle equips legal professionals with essential updates and practical guidance to navigate the latest regulatory requirements and best practices in compliance, ethics, and legal management. From the revamped SRA Accounts Rules to practical advice on marketing and managing unsolicited approaches, each component of this course provides actionable insights to strengthen your compliance framework.Explore critical updates on anti-money launde ... See more
