PII Claims - How Not to get Sued!

Objectives

The course will give a light-hearted overview of areas where firms can get into trouble and provide practical solutions to stop this from happening. The issues covered will include cases actually seen by the lecturers, as well as new risks arising from the use of AI and other technologies.

Key topics

The course will consider risks in the following areas and discuss practical steps to protect the firm:

• Unreviewed work
• Using Generative AI
• Breaches of copyright
• Use of disclaimers
• Engagement letters and limitation of liability
• Tax advice and associated competency
• Firm structure and description
• Referring to 3^rd parties
• Probate and dealing with grieving families

Who should attend

The course will be relevant to any senior individual who is responsible for client work and advising clients.