File notes: when to take them and when to use them
The real value of file notes in defending professional indemnity claims.
The real value of file notes in defending professional indemnity claims.
A lack of file notes is a significant handicap in presenting a successful defence on behalf of an insured. By JANICE PURVIS.
Solicitors must be conscious of the difference between financial and legal advice and know when to advise a client of the need to obtain independent…