Author archive: socrates

GDPR: subject access requests and security breaches

A number of subscribers have told us tales of woe concerning the GDPR. Some have received data protection “subject access requests” and were unsure how best to respond. It can be not only time consuming but also difficult to respond, e.g. because you may have to redact information which is confidential or privileged. This requires…

Transparency rules in force 6 December

The SRA has published its guidance about the costs information law firms must put on their websites from 6 December. This includes templates for the various different practice areas affected. Some firms have found the templates less helpful than they had hoped. The probate template in particular has attracted some criticism. You are not bound…

Insurance distribution directive

The new rules on helping clients with their insurance needs (e.g. title insurance) came into force on 1 October. We have sent subscribers a bulletin to help them comply. That included a template of the information you have to provide to clients when you organise insurance for them. The SRA tell us that you have…

We are recruiting

We need another lawyer to join our happy team. This is to work on compliance documentation and courses. If you might be interested just email bernard@socrates-training.co.uk. Or if you know someone suitable, please mention this to them. We need someone who is – clever (not just a good technical lawyer but also practical and quick…

CQS Training – Now Live!

The Law Society has relaunched its mandatory training for firms in the “Conveyancing Quality Scheme”. CQS training was suspended over a year ago when our case against the Law Society established they had been illegally abusing a dominant position. Since then we have become approved providers of CQS training, so we can provide what your…

New Risk Management course

Our long-awaited course on risk management in law firms is now available. It helps firms to reduce claims and complaints, mainly by – describing the key principles of risk management – explaining the main reasons things that cause claims and complaints, and – setting out practical steps fee earners can take to reduce risk. It…

New Socrates bank account

We have a new bank account. So do not worry if you get an email telling you that a payment you made to our old HSBC account has been forwarded. The new account details are these: Account number 32749759 Sort code 56 00 35 So future payments should go there, and those are now the…

Data Protection for Estate Agents

Our new service, to help estate agency firms adapt to the “General Data Protection Regulation”, is now live. It includes online training, so you can be sure everyone in your firm understands what the law requires and how to stay safe. The training is full of practical scenarios, all in the context of estate agency…

GDPR service goes live

We have just launched our new training on the General Data Protection Regulation, specifically for people who work in law firms. This comes with a complete set of precedents, to help your firm get its systems and paperwork in order well before the May 2018 deadline. The training not only explains the principles, but alerts…

Competition law team of the year!

Many congratulations to TupperS Law, which won “Competition Team of the Year” at last night’s British Legal Awards, hosted by Legal Week. The award was in recognition of their work with us in our David and Goliath victory over the Law Society in the Competition Appeal Tribunal. Stephen Tupper took Bernard George of Socrates on…

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