1. LEGAL HEALTH CHECK FOR LITIGATION AND DISPUTES
The following are points for you to consider about your business:
• Do you have a company procedure for the issuing of estimates and
quotation to customers and the confirmation of any terms of the
contract such as delivery dates? Are all staff involved with this
process trained in this procedure?
• Have all sales staff been trained on legal sales techniques which
promote the goods or services sold without giving rise to a claim?
• Do you have a procedure in place to regularly review your standard
contracts to ensure they are being effectively used by your staff?
• Do you have a quality control process in place?
• Do you have a company customer care process in place?
• Do you have a complaints procedure?
• Do you carry out any due diligence on your clients before accepting
their instructions?
• Do you have a credit control procedure in place?
• If you provide credit accounts to customers, are these kept under
review?
• Are your bad debts kept under regular review?
• Do you have a company procedure for the issuing of claims to
recover unpaid invoices?
• Do you have a company procedure in place to handle and process a
legal claim made against your company?
• Do you have a company procedure for retaining contractual
documentation and other relevant communications with clients
(such as email exchanges) so that evidence relevant to a dispute
can be collated and preserved?
If I can help you with any of the points above please contact me.