With Marie Harrison-Stradling
Private client practitioners are balancing growing client expectations, regulatory responsibilities and increasingly challenging caseloads. While these pressures are well understood, the day-to-day operational commitments behind them are often less visible.
In our latest video, Marie Harrison-Stradling, Non-Practicing Solicitor who spent 12 years in private client practice, and a Workflow Team Manager at Ochresoft, shares her thoughts on three areas that continue to affect firms across the sector:
- Where delays commonly arise in private client matters
- Typical areas in private client cases where technology can deliver the quickest wins, which is also explored in our guide ‘From technology overwhelm to confident adoption’
- How private client firms can strengthen risk management through the right combination of technology, expert support and trusted guidance
Marie explores some of the practical challenges firms encounter and why small improvements in process can often have a significant impact.
