We are very pleased to report that we have successfully completed our full 3 year Lexcel Practice Management Standard audit with another strong performance.
The audit took place over 2 full days – 6 & 7 July – and our auditor was on site for the first time since 2019, having carried this out remotely for the last 3 years due to the pandemic.
There were no areas of major non-compliance, only 8 areas of minor non-compliance and 11 suggestions for best practice.
15 areas of good practice were identified in all where the auditor recognised there was either a diligent approach to complying with the Lexcel requirement or where the minimum Lexcel requirement had been exceeded. These included our procedure for back-up recording and monitoring of Limitation dates, and our continued inclusion of the risk register as part of the Annual Business Plan review which ensures a fresh look at each of the identified risks to the Practice, with documented updates relating to the year’s performance, impact of the associated risks and relevant mitigation and objectives.
Our auditor further commented that she was “particularly impressed” by our Hybrid File Review approach and praised our strong learning culture.
Our Office Manager, Tracie Linehan, who led the re–accreditation process commented:
“I am delighted that we have passed our full Lexcel audit this year with excellent results! This is an important, challenging process involving a huge amount of work but reflects our rigorous and thorough systems. Lexcel accreditation ensures our firm is managed to a high standard and recognises our focus on continuing to provide the highest level of service to our clients”.