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Why record keeping? 

The answer is no to sloppy work; this defeats the object of client courtesy and client care. Our role as advocates is to prevent vulnerability in our clients. Whilst no one is perfect, there is no harm in striving to maintain a good standard in our work method. Good leaves space for better and better leave space for excellence.  

Record keeping is one of the main features of codes of conduct in the legal sector. today I'm going to look at record keeping in some detail just to ensure that what is expected is what a supervisor will find on the file. An adviser will be in breach over code of conduct if the record keeping falls below standard.so let's begin, the first issue we will look at is not keeping one of the most important parts of working at the legal adviser or consultant is to ensure that your notes are contemporaneous, this means that as soon as reasonable. You should be making your notes in the client file and saving these as along with the time of your meeting and the time taken to conclude this; or the time of your file action and the time it took to conclude this. You should record all interactions between you and your client. 
The reason this is important comes into play when there are disputes or file assessments. Files should have all written responses, copies of important and relevant documents as you must record requests and responses. 
On modern databases you might also be able to integrate emails into that database from outside email programs. if you have a full record of your interactions with the client then it is easier to explain what has happened in a case particularly if any problems arise. 
One of the most challenging issues to record are telephone conversations; however I would stress that you should make a note of the advice you provided, the questions you were asked and the responses you gave. Always record the date and time of the call and the person you spoke to. 
If you write a letter and post this obtain and retain the proof of postage. This way you can prove to a court, the home office or your client that a letter was written and posted. Happy case working. 

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