Day-to-day operating brief
What Solicitor work looks like in practice
A Solicitor advises clients and conducts matters within a practice area, potentially handling litigation, transactions, client money and advocacy. The role is subject to practising, conduct and competence requirements that must remain effective alongside commercial targets. Terms should define specialism, caseload, supervision, client ownership, signing and settlement authority, undertakings, court travel, billing, CPD, conflicts, complaints and professional indemnity. Matter opening should establish client identity, scope, conflicts, authority and funding before substantive work proceeds, subject to controlled urgent exceptions. Advice records need the material facts, options, risks and client decision rather than a bare conclusion. Deadlines should have accountable owners and independent diary safeguards. The solicitor must protect privilege while recognising that copying a lawyer does not automatically make a business communication privileged, and should escalate any actual or potential undertaking immediately. Client-account or payment instructions require the firm's independent verification and cannot rely on emailed bank changes. Closing a matter should address original papers, limitation issues, undertakings, residual balances and retention rather than simply issuing the last invoice.
Individually written and reviewed against the maintained role record.