With increasing challenges from deadlines and targets, advisers must produce their best under time pressure. This training details how to progress and close a case properly, write good case notes, manage expectations, and understand the nature and the implications for your planning of other services who might be involved with the client.
By the end of this course, you will be able to:
- open, progress and close legal advice cases,
- accurately record key client information, review and monitor progress on cases and understand the importance of priority setting,
- recognise the different types of support you can offer clients and understand how and why cases can be referred to other services.
Managing Cases and Caseloads is part of our Casework/Specialist pathway, which has been accredited to the MAS Quality Framework. The course can be standalone, or you can continue on the accreditation pathway, which includes taking an online test.
This course does not contribute towards the IMA CPD scheme