Office Procedures Manual

Office Procedures Manual

<p> Signposting & Referral Guide</p><p>Signposting</p><p>When first approached by a potential new client, either in person or by way of phone or letter contact, fee-earners and support staff should be aware of the specialist services provided by the firm. There may be occasions when a request is made for advice in an area of law in which the firm does not provide services either from a new or existing client of the firm. </p><p>At this point the client should be signposted to an appropriate service. The member of staff should provide the client with access to details of other Quality Mark holders through either:</p><p> Any local advice provider lists prepared by the firm; or via  The Legal Adviser Directory (see below) and offer assistance to guide them through it. </p><p>Staff may find the following websites and helplines useful for assisting clients.</p><p>Law Society Solicitor Search www.lawsociety.org.uk Legal aid eligibility calculator: www.gov.uk/check-legal-aid Civil Legal Advice (free 0845 345 4 345 telephone advice): www.gov.uk/civil-legal-advice http://find-legal- Legal Advisor and Family advice.justice.gov.uk/ Mediator Advisor </p><p>The Law Society’s website www.lawsociety.org.uk contains a solicitor search facility accessible from the home page which allows searches to be conducted against several criteria including location and legal specialisms.</p><p>Referral</p><p>Where an existing client of the firm with a currently active case requires specialist advice or assistance from another organisation then this is known as a referral. In such circumstances, a Referral Log proforma must be completed and kept within the central Referrals Register.</p>

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