Training Courses

Training Courses

We present a number of public training courses throughout the year which are designed to meet popular demand. We also currently provide Lexcel training on behalf of the Law Society.  In addition, we offer bespoke training courses which are designed by the client and our expert team.

Accredited Training

As of 1 November 2014, the SRA ceased to accredit all training providers, including DG Legal, for CPD purposes. As a result, our courses can no longer be accredited. Solicitors are permitted to continue to use DG Legal to fulfil their CPD requirements and/or as a means to evidence that they have attended professional training as part of the SRA’s new competence based scheme.

Index

2020 Public Training Courses

Upcoming Webinars:

Previous Webinars:

Ongoing Course:

2019 Public Training Courses

2018 Public Training Courses

Other Training Courses We Periodically Provide

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2020 Public Training Courses


Upcoming Webinars


Compliance with the new SRA Standards & Regulations made simple

Further details to be announced.

Please send us an email if you would like to receive updates regarding this webinar and future webinars.

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SRA Authorisation Rules and New Firm Authorisation

Further details to be announced.

Please send us an email if you would like to receive updates regarding this webinar and future webinars.

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The new Stage 2(c) fee and the appellant’s skeleton argument

Further details to be announced.

Please send us an email if you would like to receive updates regarding this webinar and future webinars.

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A Guide to Immigration Peer Review

Further details to be announced.

Please send us an email if you would like to receive updates regarding this webinar and future webinars.

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Previous Webinars


A Guide to Peer Review – Crime Webinar

On 9 July 2020 we held a free 60-minute webinar to assist firms in understanding the Legal Aid Agency’s approach to Peer Review in the Crime category. This webinar provides an invaluable insight into the way that Peer Reviewers conduct the audit.

Key Content

  • An overview of the PR process
  • Why the LAA are stepping up Peer Reviews
  • The scoring system
  • What Peer Reviewers look for
  • Examples of good practice
  • Examples of poor practice
  • Specimen client care letters, proformas and forms
  • Tips and pitfalls to avoid

Why you should view the webinar

Influenced by the knowledge, skills and experience of ex-Senior Peer Reviewers we aim for providers to be in the best position possible by increasing their knowledge in relation to the PR audit process. By the end of this webinar, delegates will be better informed and more able to get the best possible PR grading.

Please see a recording of the webinar below

Resources

We are pleased to share the A Guide to Peer Review – Crime Webinar Slides with you.

If you would like to obtain a copy of the detailed guidance notes, please send us an email to request a copy of the document.

About the Presenters

Geoff Bell, DG Legal

Geoff trained and qualified as a magistrates’ court clerk before joining Stevens Solicitors in Stoke on Trent in 1989.  He became the Senior/Managing Partner in 2001 and the practice has grown to become one of the largest criminal defence practices in the country.

Geoff was appointed as a Peer Reviewer in crime in 2004 and thereafter was appointed a senior panel member, reviewing and validating the work of other peer reviewers and actively involved in peer reviewer training. During his 12 years as a peer reviewer, he has carried out and validated very many reports.

Philip Whittaker, Independent Consultant

Philip qualified as a solicitor in 1972. He has chaired several Law Society, Legal Aid Agency and Criminal Injury Compensation Board Groups.

Philip answered Professor Avrom Sherr’s first advert for crime Peer Reviewers and he was an active Peer Reviewer between 2005 and 2014. In 2007 he was appointed by Professor Sherr as his Consultant for Crime Peer Review in England and Wales and he remains in post.

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Use of MyHMCTS for Immigration Appeals Webinar

From 22 June 2020, the Tribunal’s new online platform became mandatory for most Immigration appeals.  On 3 July 2020 we held a free webinar to assist firms in understanding how to navigate the online platform.

Key Content

  • How to Register & Invite Users
  • The ASA
  • Managing live cases
  • Tips & Tricks

Target Audience

This webinar is aimed at all Immigration Practitioners.

Please see a recording of the webinar below

Resources

We are pleased to share the Use of MyHMCTS for Immigration Appeals Webinar Slides with you.

FAQs will be uploaded in due course.

If you would like to obtain a copy of the detailed guidance notes, please send us an email to request a copy of the document.

About the Presenters

Amie Higgins, DG Legal

Amie is a Senior Solicitor, qualified under the Law Society’s Immigration & Asylum Accreditation Scheme (IAAS) as an Advanced Caseworker and Supervisor.  As a Consultant and Training Lead for ATLEU, Amie specialises in all aspects of Asylum and Human Rights work, with a specialism in anti-trafficking and modern slavery cases.

Amie is an experienced trainer and offers bespoke training courses designed to meet your requirements.

Chris Cole, Parker Rhodes Hickmotts

Chris is a Partner and Head of Immigration at Parker Rhodes Hickmotts Solicitors.  He sits as a fee-paid Immigration Judge and has presided over numerous Reform appeals.

As a practitioner, Chris has been involved with the Reform pilot from the outset and has conducted many cases via the online system from inception, through preparation and advocacy to decision.

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Working with the Legal Aid Agency Webinar

On 30 June 2020, we held a webinar with the Legal Aid Agency to provide firms with assistance in the management of their Legal Aid Contract during the Covid-19 pandemic.

The webinar looks ahead to how the Legal Aid Agency will manage the period following lockdown.

Key Content

  • Q&A with an LAA National Contract Manager
  • Covid-19 Guidance
  • Financial Support / Assistance
  • Approach to CM Visits / Audits
  • Approach to Processing Claims

Target Audience

This webinar is aimed at all firms with an existing Legal Aid Contract. The content of the webinar is relevant to managers, principals and supervisors.

Please see a recording of the webinar below

Resources

We are pleased to share the Working with the Legal Aid Agency Webinar Slides with you.

About the Presenters

Steve Keeling, DG Legal

Steve joined DG Legal after leaving the Legal Aid Agency in August 2016.  In his 17 years at the LAA, he worked in the audit team as both auditor and manager and was a Contract Manager for several years. Steve brings important insights into the way the LAA thinks about provider and contract management and provides useful information on how to best prepare for audit activity.

Jill Waring, National Contract Manager for London and the South East, Legal Aid Agency

Jill has been with the Legal Aid Agency for 17 years, having worked in many different roles including Case Management and primarily Contract Management. She is now the senior leader with responsibility for Legal Aid Contracts in London and the South East, leading the Contract Management and Assurance teams in London and  Brighton. She also has responsibility for the Peer review team and is a member of the Contract Management and Assurance Senior Leadership Team.

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Remote SQM Audits During Covid-19 Webinar

Recognising Excellence is currently offering the ability to undertake ‘remote’ SQM Audits. On 16 June 2020, we held a free 15-minute webinar to assist firms who are due to undertake their SQM Audit later this year, outlining options available and offering advice on how to prepare for such an audit.

Key Content

  • Your options
  • Will on-site assessments be allowed?
  • Staff availability and furlough
  • How to prepare for a remote audit
  • Key elements required for a remote audit to take place
  • How to overcome difficulties in providing remote access to files and central records
  • How corrective action will be dealt with

Target Audience

This webinar is aimed at all firms who are scheduled to have an SQM Audit later this year.

Please see a recording of the webinar below

Resources

We are pleased to share the Remote SQM Audits During Covid-19 webinar Slides with you.

About the Presenter

Steve Keeling, DG Legal

Steve joined DG Legal after leaving the Legal Aid Agency in August 2016.  In his 17 years at the LAA, he worked in the audit team as both auditor and manager and was a Contract Manager for several years.

Steve is also a certified SQM auditor and undertakes audits on behalf of Recognising Excellence as well as running training sessions for the SQM Audit Team periodically.

Steve has had some early experience of the remote audit process in the last few weeks, both in terms of auditing firms and assisting DG Legal clients in preparing for a remote audit and can therefore bring practical experience of the process to the training session.

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Legal News Exchange: Return to the Workplace Webinar

Members of The Law Society’s Law Management Section Committee hosted the Legal News Exchange: Return to the Workplace webinar on 15 June 2020.  This free online event covered the fundamental risk assessment checks and steps law firms should make now to ensure a safe return to the office; what the ‘new normal’ looks like for law firms which covers a practical plan for re-entering the workplace, and an example of how one high street law firm in Wales is preparing for the weeks and months ahead.

Key Content

  • David Gilmore discusses risk assessments and the practical steps that law firms can take in preparing the office and their staff for a return to work after lockdown.
  • Nadia Biles Davies discusses the future of work and working post COVID-19 including opportunities and challenges.  Nadia suggests a practical plan for how law firms can assess what the ‘new normal’ looks like for them; key steps and considerations.
  • Clive Thomas provides a practical case study into how Watkins & Gunn are preparing to adapt to a return to the office.

Target Audience

The webinar is suitable for law firm owners and partners, operations professionals, practice managers/directors and office managers.

Please see a recording of the webinar below

Resources

A number of useful resources are available to download from Legal News Wales website.

About the Presenters

David Gilmore, Director and Founder, DG Legal and LMS Committee Member

David founded DG Legal in 2000. It is the largest provider of strategic and compliance services operating in the legal sector only in England and Wales.

He has worked with hundreds of law firms and several government departments including the Home Office, the Ministry of Justice, the Welsh Assembly Government and the Legal Services Commission.  He has also advised dozens of charities involved in the legal sector.

David has designed software to assist practitioners including Email Checker and Compliance Caddy, a best in class cloud-based practice management software that reduces the time that the COLP, COFA and Practice Managers spend on compliance, GDPR and training administration.  In 2016 David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

Nadia Biles Davies, Chief Operating Officer, Sharpe Pritchard LLP and Vice Chair of the LMS

Nadia is Vice Chair of The Law Society’s Law Management Section; a community for partners, leaders and practice managers in legal businesses. The section provides support and guidance through their magazine, webinars, events and Financial Benchmarking Survey. Nadia is the chief operating officer at Sharpe Pritchard Solicitors and Parliamentary Agents where her focus is on strategic business operations, people management, marketing and business development.

Sharpe Pritchard acts for public bodies, commercial clients and other organisations on a wide range of public law matters including significant public sector projects. It has dedicated teams specialising in commercial assurance, adjudication advice and strategic consultancy support services.

Clive Thomas, Managing Partner, Watkins & Gunn and Co-opted Member of the LMS

Clive is the managing partner of South Wales law firm, Watkins & Gunn, specialising in personal injury work. He is a former winner of the Leading Wales Award for Leadership in the Private Sector.

Clive is a past president of Cardiff and District Law Society, Monmouthshire Incorporated Law Society and the Association of South Western Law Societies.

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How to Ensure your Law Firm Thrives Webinar

On 9 June 2020 Samson Consulting ran this webinar exclusively for DG Legal.  The webinar provides a proven system for law firm owners to produce all of the new client enquiries that they want and need.

Key Content

  • What you should be doing now to keep your current clients happy and loyal to your firm; and
  • What you should be doing to attract more of your ideal clients to your firm now and in the future.
  • The simple marketing plan you can follow to grow your law firm consistently.

Please see a recording of the webinar below

Resources

A number of useful resources are available to download from Samson Consulting’s website.

Presenters

Nick Jervis, Samson Consulting

Nick is the author of the Amazon Bestselling book The Law Firm Growth Formula and has run Samson Consulting, a law firm marketing consultancy, since 2003.

David Gilmore, DG Legal

David has provided advice and assistance to hundreds of law firms and other legal organisations. He delivers specialist consultancy and training on a wide range of topics including business management and strategy, tendering, compliance and quality assurance. In 2016 David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

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SRA Transparency Rules Webinar

The SRA Transparency Rules (often wrongly referred to as the Price Transparency Rules) came into force in December 2018.

The SRA has reviewed the websites of over 600 firms to check compliance with its Transparency Rules. Although some firms are fully compliant, the SRA feel that most firms have room for improvement.  The SRA has started formal regulatory action against a small number of firms that remain non-compliant despite earlier engagement.  In the light of the Covid-19 pandemic, the SRA say that they will be taking a proportionate approach to enforcement in this area, recognising that many firms may need to adapt to working remotely and, what for many, is a material downturn in business.

However, it is important that firms do everything they can to provide the information that will help the public to find and understand the legal services they need, in line with the Rules.  Therefore, on 28 May 2020 we held a webinar to assist firms in understanding the SRA’s expectations of their website.

Key Content

  • Context to the reforms
  • Common pitfalls and tips to help compliance
  • Approach to enforcement
  • GDPR – Privacy Notices

Please see a recording of the webinar below

Resources

We are pleased to share the SRA Transparency Rules webinar Slides with you.

Presenters

Natalie Darby, SRA

Natalie Darby is a Policy Manager at the SRA. She is responsible for a number of policy areas including the Transparency Rules and the five-year evaluation of the SRA’s regulatory reform programme. Prior to joining the SRA last year, Natalie was Head of Policy at the Bar Council, leading on regulatory issues and law reform.

David Gilmore, DG Legal

David has provided advice and assistance to hundreds of law firms and other legal organisations. He delivers specialist consultancy and training on a wide range of topics including business management and strategy, tendering, compliance and quality assurance. In 2016 David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

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Remote Lexcel Assessment Webinar

In the light of the Covid-19 pandemic and Government guidelines, the Law Society have authorised the provision of remote Lexcel assessments, currently until the end of July 2020.  On 12 May 2020 we held a webinar to assist firms in preparing for a remote Lexcel Assessment, adhering to updated guidance from the Law Society. This webinar reviews this practice with input from senior Managers at the Law Society and an Assessment Body, together with an experienced Lexcel Assessor and Consultant.

Key Content

  • Current environment and Law Society guidance
  • The process to be followed
  • Potential advantages to Legal Practices of remote assessment
  • Preparing for a remote assessment
  • Technology that can be utilised
  • Confidentiality
  • Feedback from the Assessment Body on the process since March 2020

Target Audience

This Webinar is designed for any Legal Practice or In House Department who are scheduled to have a Lexcel Assessment in 2020, assisting them to prepare for and gain maximum advantage from a remote Lexcel assessment.

Please see a recording of the webinar below

Resources

We are pleased to share the Lexcel Remote Assessment webinar Slides and FAQs, Tips and Guidance with you.

Presenters

Eleanor O’Reilly-Joe, Head of Accreditations at the Law Society

Eleanor is Head of Accreditations at the Law Society and manages and develops accreditation products and services.  She helps deliver accreditations that meet the needs of Law Society members and represents excellence in the profession.

Kairen Seaton, Head of Operations and Legal Sector at Centre for Assessment

Kairen is Head of Operations and Legal Sector at Centre for Assessment Ltd.  She is responsible for the delivery of over 3000 audits and assessment each year in the legal sector and other sectors.  She has 12 years’ experience working with Lexcel and other industry standards.

Stuart Lee, DG Legal, Lexcel Assessor and Consultant

Stuart has provided advice and assistance to hundreds of law firms and other legal organisations.  He has been a Lexcel Assessor for 9 years, conducting assessments for a range of Law Firms and inhouse practices with 3 to 300 fee earners.  In a 20 year career working with the Legal Sector Stuart has worked as an auditor, contract manager, management consultant, policy maker and trainer.

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Business Continuity During the Coronavirus Webinar

In March and April, we held webinars on Business Continuity During the Coronavirus.  The webinar provides an overview of the guidance and how it affects law firms and things to consider.

Key Content

  • Whether to close the office
  • Home working
  • Supporting existing clients
  • Staff Furloughs
  • Suggested FREE software
  • Financial support
  • Business Continuity Plans

Please see a recording of the webinar below

Resources

We are pleased to share the Business Continuity During the Coronavirus webinar Slides with you.

To view the FAQs following the webinar, please visit the Covid-19 section of our website.

Presenters

David Gilmore, DG Legal

David has provided advice and assistance to hundreds of law firms and other legal organisations. He delivers specialist consultancy and training on a wide range of topics including business management and strategy, tendering, compliance and quality assurance. In 2016, David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

Matthew Howgate, DG Legal

Matt is a non-practising solicitor and was formerly Senior Legal Adviser and Head of Continuous Improvement at the Legal Services Commission.  He has considerable experience in regulatory issues and advising on complex issues of compliance and ethics.  He is also an expert in data protection, GDPR and on the civil legal aid scheme.

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Combined In-house Training Course

Throughout 2020, we are delivering a combined in-house training course to firms across England and Wales.

This course is being delivered following demand for training courses in the areas outlined below. To reduce cost and disruption, we have combined the training into a 3 ½ hour package. The training will take place at the firm or remotely by Zoom.

What is included?

  • Data Protection
  • Anti-Money Laundering and Countering Terrorist Financing Policy; and
  • Identifying and recording Conflicts of Interest

Cost

The cost of the course starts from £750 plus VAT for up to 30 delegates.

To book a place or to receive further information, please send us an email.

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2019 Public Training Courses


Seminars – SRA Standards and Regulations Reforms – Are you Ready?

On 25 November 2019 the SRA Handbook was replaced by a new series of Standards and Regulations (STaR).  Consequently, in preparation for the reforms, we held three free seminars:

Park Plaza, Leeds – 7 October 2019

Miller Insurance, London – 8 October 2019

Wesleyan, Birmingham – 14 October 2019

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Local Events – SRA Standards and Regulations Reforms

In 2019, DG Legal consultants spoke at local events on the SRA Standards and Regulations Reforms.

West London Law Society – 2 October 2019

Tees Valley Law Society, Stockton-on-Tees – 4 November 2019

Boardman, Hawkins & Osborne LLP, Abingdon – 14 November 2019

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Supervision and Managing Performance

In 2019, Supervision and Managing Performance courses were held on:

Leicester – 17 May 2019

Manchester – 21 January 2019

Leicester – 6 August 2019

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2018 Public Training Courses


Implementing the SRA’s Transparency Rules and General Website Compliance Webinar

Following our previous webinar on the SRA’s Transparency Rules, which came into effect on 6 December 2018, we held a further webinar on Monday 17 December 2018.  This webinar assists firms on how best to implement these new rules in practice and provides details of the other regulatory obligations which need to be fulfilled on your website.

Please see a recording of the webinar below

Presenters

Emma Holmes née Rushton, DG Legal

Emma joined our office based team in March 2017.  As Client Services Manager, she works with our team of consultants and assists our clients with the obtaining and maintaining of quality standards and other compliance requirements required by such as the SRA and ICO.

David Gilmore, DG Legal

David has provided advice and assistance to hundreds of law firms and other legal organisations. He delivers specialist consultancy and training on a wide range of topics including business management and strategy, tendering, compliance and quality assurance. In 2016 David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

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SRA’s Transparency Rules WEBINAR

On 6 December 2018, the SRA Transparency Rules came into effect.  Consequently, to assist firms to understand their obligations, we held a short webinar on 20 November 2018.

This webinar covers pricing and other information which will need to be on your website or, if you do not have a website, how this information is to be made available to clients and prospective clients.

These requirements apply to firms which offer:

For members of the public

  • Residential conveyancing (Freehold sale or purchase, leasehold sale or purchase, mortgages and re-mortgages)
  • Probate (uncontested cases with all assets in the UK)
  • Motoring offences (summary only offences)
  • Employment tribunals (claims for unfair or wrongful dismissal)
  • Immigration (excluding asylum applications)

For businesses

  • Debt recovery (up to £100,000)
  • Employment tribunals (defending claims for unfair or wrongful dismissal)
  • Licensing applications for business premises (new applications or varying existing licenses)

Please see a recording of the webinar below

Presenters

Pat Estabrook, DG Legal

Pat has a hugely impressive amount of experience in compliance having worked for both the Solicitors Regulation Authority and as Head of Compliance of a large private law firm.  Pat’s particular areas of expertise include SRA compliance, file reviews and complaints handling.  She has also a wealth of practical experience in law firm management.

David Gilmore, DG Legal

David has provided advice and assistance to hundreds of law firms and other legal organisations. He delivers specialist consultancy and training on a wide range of topics including business management and strategy, tendering, compliance and quality assurance. In 2016 David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

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LEGAL AID CONTRACT WEBINAR

We held a one hour webinar on 26 September 2018 to assist individuals new to legal aid, as we think it is essential that they understand the basics of operating a legal aid contract.

Key Content

  • Setting up your firm on CWA/CCMS
  • Monthly legal help billing – how to; deadlines; how firms are paid etc.
  • Maintaining compliance – annual CM visits, audits and KPIs
  • Using CCMS and managing certificated cases, payments on accounts
  • Key changes to the 2018 Contract

Please see a recording of the webinar below

Presenters

Steve Keeling, DG Legal

Steve joined DG Legal after leaving the Legal Aid Agency in August 2016.  In his 17 years at the LAA, he worked in the audit team as both auditor and manager and was a Contract Manager for several years. Steve brings important insights into the way the LAA thinks about provider and contract management and provides useful information on how to best prepare for audit activity.

David Gilmore, DG Legal

David has provided advice and assistance to hundreds of law firms and other legal organisations. He delivers specialist consultancy and training on a wide range of topics including business management and strategy, tendering, compliance and quality assurance. In 2016 David was appointed as a Commissioner advising Lord Bach on policy relating to Justice and Legal Aid.

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Supervision and Managing Performance

In 2018, Supervision and Managing Performance courses were held on:

Leicester – 19 June 2018

London – 25 June 2018

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A Guide to Peer Review – Crime

In 2018, Guide to Crime Peer Review training courses were held on:

London – 4 June 2018

Leicester – 6 June 2018

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GDPR – How to IMPLEMENT an Effective System

On 25 May 2018, the General Data Protection Regulation (GDPR), along with the Data Protection Bill, largely replaced the Data Protection Act 1998.  Consequently, in order to assist firms to prepare we held the following GDPR – How to Implement an Effective System courses:

Leicester – 8 March 2018

London – 13 March 2018

Leeds – 19 March 2018

Liverpool – 25 April 2018

Cardiff – 26 April 2018

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Maximising Legal Aid Costs and Futureproofing

In 2018, DG Legal Consultants spoke at a series of seminars organised by Bidwell Henderson. The seminars covered hot topics for legal aid practices including maximising costs, GDPR and seizing opportunities.

Bristol – 11 April 2018

Birmingham – 1 May 2018

Manchester – 15 May 2018

Leeds – 12 June 2018

Newcastle – 13 June 2018

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Other Training Courses We Periodically Provide

Quality Assurance and Compliance

The SRA Standards and Regulations

SRA Accounts Rules

Specialist Quality Mark

Equality and Diversity

Data Security and Data Protection

Anti-Money Laundering

Legal Aid Agency

Legal Aid Audit Survival Guide

Peer Review

Supervision and Managing Performance

Maximising Costs

Managing a Legal Aid Contract

LAA Contract Policy Compliance

Management

SRA Management Course Stage 1

SRA Management Course Stage 2

Business Strategy and Marketing

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Any data that you submit using this web form will be held by our firm as Data Controller and will be held securely for 12 months before being securely and confidentially destroyed. Your data will not be disclosed to any third parties without your consent or as otherwise allowed by the General Data Protection Regulation and will only be used for responding to your query (or purposes associated with that purpose). You have the right to be informed about what data we hold about you along with other rights set out in the legislation. Further information about your rights under the data protection legislation can be found at www.ico.org.uk”

For further information, please see our Data and Privacy Notice.


Keep Up To Date

If you would like further details about any of the courses which we offer or to discuss any bespoke training requirements, please either call 01509 214 999, send us an email or complete the free enquiry form below.

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Get in touch

If you would like further information on any of the services mentioned on this site or would like to arrange a discussion with one of our consultants, please send an email or contact us by completing this form.

Any data that you submit using this web form will be held by our firm as Data Controller and will be held securely for 12 months before being securely and confidentially destroyed. Your data will not be disclosed to any third parties without your consent or as otherwise allowed by the General Data Protection Regulation and will only be used for responding to your query (or purposes associated with that purpose).  You have the right to be informed about what data we hold about you along with other rights set out in the legislation. Further information about your rights under the data protection legislation can be found at www.ico.org.uk
For further information, please see our Data and Privacy Notice