Due Diligence Masterclass: How to Avoid Conveyancing Claims 1/2

Welcome to Part 1 of our two-part Masterclass, originally broadcast as a live LinkedIn event hosted by Bharti Bhuva of Whitefield Legal Services. This essential session provides property professionals with the crucial, practical steps needed at the start of any transaction to mitigate risk and prevent costly claims.
In this Part 1, we cover the critical foundations for a smooth property transaction:
✅ Setting Client Expectations: Mastering initial communication to define roles, timelines, and potential challenges.
✅ The Retainer: Key details and protective clauses that must be included in your client retainer agreement.
✅ Useful Website Resources: Tools and online portals that assist in gathering preliminary information and ensuring compliance.
✅ Searches: How to effectively use and interpret detailed conveyancing searches to inform clients and identify risks early.
✅ What Can Cause Claims: Identifying the most common pitfalls and errors that lead to professional negligence claims in conveyancing.
✅ Client Inspection: The role of the professional in advising clients on their own due diligence duties regarding property inspection.
✅ Good Habits & Boundaries: Establishing efficient workflows and clear professional boundaries to manage workload and client expectations effectively.

This masterclass is a must-watch for solicitors and conveyancers looking to enhance their practice management and bolster their firm's risk profile.

Watch Part 2 here:    • Due Diligence Masterclass: How to Avoid Co...  

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