Client Experience / 2 min read
Before your first meeting: a short, useful brief.
Put your questions, priorities and preferred next step into one clear outline.
Read the insightMeet Summer
Supporting the steps in personal planning.
Summer is a Legal Assistant supporting our Private Client lawyers.
Summer supports matter progression and client communication in Private Client work.
She assists fee earners across wills, trusts, probate and Court of Protection matters.
- Role
- Legal Assistant
- Team
- Client Support
- Practice focus
- Private Client / Client Experience
Areas of focus
What you can discuss.
- 01Private Client document coordination
- 02Correspondence and case updates
- 03Supporting wills, probate and later life matters
Working with Summer
Give the conversation a clear starting point.
Summer assists the Private Client lawyers with matter progression and communication. Contact her about correspondence, document preparation or updates relating to work with that team.
Start your enquiry to SummerNews & insights / Private Client
A little more
perspective.
Selected reading relevant to Summer's role and areas of work.
Explore all insights
Client Experience / 2 min read
A clearer update begins with a focused question.
Make it easy for the team to connect your message to the information you need.
Read the insight
Private Client / 2 min read
Your personal plans. A useful place to start.
Gather the priorities, people and existing arrangements you want to discuss with the Private Client team.
Read the insightConnected expertise
