Cold File Review Including Training

Responding to COVID-19: Our onsite peer reviews will be conducted remotely until further notice, to help you comply with the various regulatory requirements – even when your practice is working from home.

This is one of our more popular services.

We combine a cold file review with a more detailed face to face debrief to a wider audience offering immediate feedback and advice.

The key features of this review include:

  • one day visit to your offices
  • two cold file reviews
  • verbal analysis and feedback to identify weaknesses and advise on the opportunities for development and improvement
  • open question and answer session on individual files, general procedures or technical matters.

The main objective is to provide you with an informal atmosphere to promote an open discussion on matters relevant to your firm.

You will also receive a comprehensive written report of our findings and recommendations.

We can also provide this service for multiple days and to include more files.

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Book a Review

To book a review or to request a quote, please call us on 0330 058 7141 or complete our online enquiry form.