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Plain guides for law firms

Checked against the SRA's pages and the legislation, with sources.

  1. 01What is a COLP? Duties and who can be oneThe role, the COFA, who can hold it, the breach record and what to check before the firm uses AI.Guide · ComplianceBreach record in Word, Excel and PDF
  2. 02AML checks for solicitors at file openingWhat the regulations require, source of funds and source of wealth, and where files stall.Guide · ComplianceChecklist in Word and PDF
  3. 03The SRA's AI warning notice: what your firm needs to doWhat the SRA has seen go wrong with AI, the rules that apply and five controls to put in place.Guide · Compliance
  4. 04How law firms use AI: ten office jobsThe ten jobs the check looks at, what AI does in each and what stays with a solicitor.Guide · Everyday admin

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