Managing Cases and Caseloads
With increasing challenges from deadlines and targets, advisers must produce their best under time pressure. This training details how to progress and close a case properly, write good case notes, manage expectations, and understand the nature and the implications for your planning of other services who might be involved with the client.
Learning objectives
By the end of this course, you will be able to:
- open, progress and close legal advice cases,
- accurately record key client information, review and monitor progress on cases and understand the importance of priority setting,
- recognise the different types of support you can offer clients and understand how and why cases can be referred to other services.
This course forms part of our MaPS Accreditation Pathway, at the Casework/Specialist level. If you would like to obtain MaPS accreditation, you will need to undertake and pass a multiple choice test after you attend the training. If you want to do this, you will need to indicate so on your booking. Once we have confirmed your eligibility, you will be charged a £25 administrative fee, which covers the cost of us preparing and marking the test. You can read more about MaPS accreditation here. You can also see the IMA’s MaPS Accredited Training pathway in full here.
Duration: Two half days
For more information on registration options and funding for training, please click here
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