[Nicky]

it is always difficult when you have a new solicitor that is used to a different way of doing things and immediately wants to make changes. Maybe some “gentle persuasion” to the benefits of what you are doing currently is correct and compliant
But it would be interesting to hear what others think

[Nicky]

Hi Claire

We would open the file under the name of the Applicant/proposed deputy as they are our client and the matter description would be Court of protection re: (The person who lacks capacity)

[Nicky]

Hi
We open a new debt matter under the firm name referencing the relevant client and post only disbs such as Court fees relating to the debt recovery to this matter, therefore keeping the original debt and the recovery separate.

The original client matter with the outstanding debt remains open leaving the invoice there until payment is received.

[Author]

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