We have added a new Client Details and VOI precedent to every one of our publications. This handy document is designed to be used at the first point of contact with a client.
The front page is for the client’s general contact information and identification. The second page includes the formal Verification of Identity Certificate.
The Client Details page can be completed by the client while they are waiting to meet with the solicitor, saving time for the client and the practitioner in the process.
Having the Client Details and VOI as a separate document leaves the Retainer Instructions for collecting the matter-specific information.
We have placed the new precedent immediately before the Retainer Instructions on each matter plan.
We think this will simplify and improve the client engagement process. We would love to hear any feedback from firms as they use the new document.