Conducting a Client/Matter Risk Assessment – A Practical Guide

Conducting a Client/Matter Risk Assessment – A Practical Guide

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Conducting a Client/Matter Risk Assessment – A Practical Guide
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Our recent thematic review of client/matter risk assessments found that less than half of assessments produced in firms were compliant, prompting us to issue an alert on this topic.

In this webinar we will discuss:

Why it is important that you have compliant customer/matter risk assessments
Common areas of non-compliance
Hints and tips for conducting your own assessments
We also illustrate how you can use and personalize the client/matter risk assessment templates released in October 2023.

Please take the opportunity to connect with your friends and family and share this video with them if you find it useful.