Client Care

The Legal Ombudsman (an independent complaints body which investigates complaints from consumers about their legal service providers in England and Wales) is introducing updated Scheme Rules, effective from 1st April 2023.  

A key change relates to the timescale to refer complaints to the Legal Ombudsman – this is reducing to within 1 year from the date of the act or omission about which you are concerned or within 1 year from when you should reasonably have known there was cause for complaint.  The requirement to refer complaints to the Legal Ombudsman within 6 months of receiving a final response from the firm about a complaint will remain the same under the new Rules.

The Legal Ombudsman will have discretion to extend the timescale beyond 1 year where it considers it would be fair and reasonable to do so, however this will not be a given and will be considered on a case-by-case basis.

For more information, please refer to our internal Complaints Procedure. To view the Rules in full, please see the Scheme Rules on the Legal Ombudsman’s website.

Complaints Procedure 

We would hope you will be happy with the service we provide but we hope that should an issue arise we have procedures in place to help resolve matters as quickly as possible. that should an issue

Client Care Charter

As a firm, we pride ourselves on the standard of service and legal advice we give to all our clients. The firm’s policy on the service we aim to give to our clients can be summed up as – “To ensure that all clients receive a service which meets or exceed their expectations”.

Client Care Charter

INTRODUCTION

As a firm, we pride ourselves on the standard of service and legal advice we give to all our clients.  The firm’s policy on the service we aim to give to our clients can be summed up  as:- “To ensure that all clients receive a service which meets or exceeds their expectations”.

OUR COMMITMENT TO YOU

We have developed policies to help us work more efficiently.

The Fee Earner acting for you will oversee all of the work that is carried out on your behalf.  If he or she is not available to take your call, you can leave a message with a Secretary who will be familiar with your file.

We will: –

–           Endeavour to deal with your questions within a reasonable

timescale.

–           Respond to emails, letters, telephone calls promptly and

courteously

–           Agree with you in advance the level of service you require.

–           Agree with you how you wish us to correspond with you, eg by

post or email

–           Represent your interests.

–           Keep your business confidential

–           Discuss with you what you hope to achieve and advise you of a

realistic and achievable outcome.

–           Give you clear legal advice that you can understand.

–           Ensure you understand the likely degree of financial risk involved

in pursuing your instructions.

–           Advise you if it appears you are eligible for Legal Aid and how this

will affect you.

–           Advise you of our estimate of costs in  writing.  If a fixed fee is more

appropriate, we will agree with you, in writing, the basis of our

charges and the likely total cost.  If this is not possible, we will

explain the basis of our charges and give you a general  forecast

with a possible range of costs OR explain why a forecast is not

possible but  indicate a costs estimate and any increases.

–          Tell you in advance whenever possible if our charging rate is to

change

–          As matters progress we will regularly confirm in writing, the cost

that has been incurred (including money paid to others on your

behalf and VAT).

–          Keep you informed of progress and, where no action is required by

us for a period of time, explain to you when you are likely to next

hear from us.

–           Endeavour to reply to your letters within seven working days

(involved or detailed responses may be preceded by an

acknowledgement saying when a full reply will follow).

–           Value your comments about our service.  If you feel, at any time,

that you are not receiving the service you hoped for please tell us

immediately.  We want your suggestions that may help us improve

the service we give all our clients.

–           Protect your information and confidentiality and comply with Data

Protection regulations.

–           Keep your funds safe and secure and comply with Anti Money

Laundering Regulations.

HOW YOU, AS OUR CLIENT, CAN HELP US.

To enable us to do our very best for you, teamwork is necessary.  This involves us working together at all times, but, most importantly, we have to rely on you telling us things we need to know, or providing us with documents when we ask for them.

Therefore please:-

–           Bring all relevant papers with you to your first appointment or, if in

doubt,  bring what you think may help us.

–          Please ensure you provide evidence of identity.  We need a

minimum of 1 document with photographic evidence and 1

document with evidence of address (e.g. passport/utility bill) in

order to comply with AML Regulations

–           Tell us if you have any special needs or requirements relating to the

service you wish to receive.

–          Tell us how you want us to communicate with you, e.g.

post/email/telephone.

–           Let us know at the start of our relationship what you expect of us

so that we can agree with you what it is possible to achieve.

–           If your expectations change at any time, tell us immediately.

–           Tell us if you have personal time limits or targets which would not

be obvious to us.

–           Satisfy yourself that you always understand what we have

discussed.  If you are unsure, please tell us.

–           Contact us quickly if we ask you for instructions, documents or

information.

  • Tell us if you change address or telephone number or if your circumstances are affected in a way that may impact on the way we deal with your matter.
  • Continue to provide us with up-to-date evidence of your income/financial  circumstances.
  • If you wish us to speak to someone on your behalf or discuss your case with another person (e.g. a member of your family), please tell us as we will need your authority to do so.
  • Take note of our requests for exchanging documents to protect your documentation and confidentiality and comply with Data Protection Regulations
  • Tell us if something upsets you so we can have the opportunity to put it right
  • Pay us in accordance with the agreement we make with you

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Terms of Business

Our responsibilities include advising you on the law, following your instructions, reviewing your matter regularly and discussing with you whether the potential outcomes justify the expense and risks involved with your matter.

Feedback and Service Improvement

We hope you will be happy with the service we provide, Feedback is always appreciated. Even if you think there were things we did not get quite right, we will always work to improve our service to you and it is always good to know if we are getting something right too! will

Equality and Diversity

Caswell Jones is committed to equality and diversity. This relates to all aspects in our treatment of staff, recruitment of staff, clients and third parties with whom we work.

Our employees are asked to complete a survey so that we can monitor and report on the diversity within our workforce.
Click here to view the Equality and Diversity Statistics and our Modern Slavery Statement can be found here

Website – Terms of use

If you continue and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use which, together with our privacy policy, governs this firm’s relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.

Privacy Policy

This Policy explains how we use, keep and protect your personal data. You should also read our Terms of Business which can be found on our website.

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