Legal Eye strengthens team with new appointment

Legal Eye strengthens team with new appointment

Continuing to expand their team, Legal Eye are pleased to announce the appointment of their newest member.

Joining in the role of Senior Compliance Manager, Kate Burt is set to bring an extensive range of industry experience to the role.

After qualifying as a Solicitor in 2007, Kate spent over a decade in private practice, working within a number of Legal 500 firms before finding her niche in compliance work.

Having worked in a range of legal environments, Kate has built an understanding of the most common challenges which firms face; using both her industry experience and sector awareness, she is able to deliver advice which is tailored to the firm and the issues at hand.

A background in advising large insurer clients on strategic matters and public liability personal injury claims has meant she’s worked on high net worth cases, some with a value of up to half a million pounds. A confident litigator and negotiator, Kate routinely secured impressive settlements, as well as successfully leading cases to trial and as far as the Court of Appeal.

Kate’s confidence is also reflected in her presenting skills, having built a wealth of experience creating and delivering training to corporate clients including interactive mock trials for large insurance and construction companies.

Complementing her experience of presentation delivery, Kate has simultaneously grown and established her leadership skills having effectively led teams of lawyers and taken responsibility to ensure both technical accuracy and efficiency within firms.  As well as ensuring maximum service delivery for clients, this also allowed the firm to maintain an optimum level of profitability.

A testament to her extensive industry knowledge and position within the sector, Kate was approached to project manage the ABS application of a leading Claims Management Company. After successfully leading them to authorisation, Kate then undertook the extensive and necessary ground work required ready to go live. It was whilst working in-house that she recognised the value of a compliance solution within the legal industry, deciding to set up her own consultancy where she positioned herself as a COLP’s confidant and go-to for compliance related concerns.

Highlighting a motivating factor behind her change of direction, Kate said: “I recognised a real need to support a firm’s compliance officer, especially as it can be such an isolating and overwhelming role for a single person to undertake. Whilst firms’ objectives will usually be shared, priorities will be competing; it’s essential that they have easy access to a support function which is truly in touch with the specific needs of their firm.”

A dialogue between Kate and Legal Eye initially opened in December 2017 with a view to form a strategic alliance. After discussions with Managing Director Paul Saunders and Director of Business Development Jody Evans, it became apparent that there was a synergy in both approach and vision. Kate agreed to join the team as a permanent fixture in March 2018.

Kate said: I was immediately struck by the warmth and down to earth approach of both Paul and Jody, something which I have now recognised to be present throughout the whole team. It was clear that access to their team’s awareness and expertise within the industry could only enhance the experience of my clients. I’m excited to be part of the team.”

Demonstrating her presentation skills from the offset, Kate is also set to be delivering a key presentation at the upcoming Inside Conveyancing Legal Update Conference. Set to be held in Leeds on 24 April, her talk will focus on the GDPR, helping to assure firms that they’re prepared ahead of the approaching deadline.

This article was submitted to be published by Legal Eye as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Legal Eye

https://www.legal-eye.co.uk/

 

 

 

 

 

Legal Eye works with law firms to ensure compliance and optimise performance. Their extensive and thorough knowledge of the law and regulations will ensure your law firm is compliant and your processes sound. Files are audited to ensure you are not only complying with the service level agreements you have in place, but very importantly, also the code of conduct.

They provide a documented audit trail which is firstly, a requirement of the code of conduct and secondly, essential for PI Insurance purposes and very often for CQS, Lexcel and other quality accreditations. This provides documented evidence of a proactive approach towards risk management. The advice they offer is clear and practical, and they pride themselves on exceptional customer service and unbeatable work quality.

Services include:

  • Specialist expertise across the full range of regulatory, risk and compliance issues to inform your internal decision making.
  • Additional qualified resource where you simply do not have the time to review your regulatory position or to carry out essential ongoing tasks such as file reviews.
  • An online risk hub –  an online resource centre for law firms. The hub provides a comprehensive bank of resources to help COLPs, COFAs, partners, directors and managers to manage risk. It includes precedent policy and procedure documents and templates, access to online training on a range of risk and compliance topics, and a range of useful materials such as ‘how to’ guides, short videos and articles.
  • Drafting and review of key policies and procedures including the supply of ‘document packs’ to save you time researching and writing documentation.
  • Expert advice on how to comply with up-to-date regulation including the very latest requirements complete with a written set of recommendations.
  • Specialist outsourced complaints  handling service provided by former SRA and LeO officers.
  • Gap analysis of your firm’s policies, processes and procedures as they relate to the Solicitors Accounts Rules (SAR) including the production of a written report summarising the strengths and weaknesses of the current arrangements and detailing recommended next steps and actions to put your firm in an even stronger position.
  • Training on SAR and on anti money laundering (AML) as well as other finance-related training which can be delivered virtually for your firm, face-to-face (subject to government guidance) or online via Legal Eye’s Training Academy.
  • A Standard Procedures Manual to provide a practical and comprehensive roadmap for firms to follow when looking to double check whether the current operating procedures are fit for purpose, setting up a new firm – or arm of a firm – or starting a new finance function from scratch.
  • Experienced advice and support for one-off projects such as achieving quality accreditations or switching regulators.
  • Proven high quality training for fee earners and staff held at your office/s covering essential risk topics such as  Anti Money Laundering, data  protection, cybercrime, conflict of  interest and more.
  • Online training from The Legal Eye Academy – core modules available to all staff at their convenience. Includes built-in auto reminder functionality so that you no longer have to chase staff indi-vidually to complete important training. Your package includes free updates to ensure knowledge is always up to date.
  • Added value updates by email to all your key people covering all the latest updates on risk and compliance.
  • The Legal Eye team includes former solicitors, partners and directors in law firms; former case handlers at regulators such as the Solicitors Regulation Authority and the Legal Ombudsman and experienced risk and compliance professionals.

Contact: Paul Saunder

Tel: 0203 0512 049

Email:  [email protected]

Address
The Old Grammar School
Church Road
Thame
Oxfordshire
OX9 3AJ

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