Vouching: information you should retain in your file

You should retain the following information on file in support of the work that you have carried out:

  • A note of the client’s instructions.
  • Contemporaneous file notes of any meetings, telephone calls, perusals, preparation etc.
  • Copies of any correspondence.

Vouching of outlays: how to submit relevant information

To ensure we deal with accounts promptly, it is essential that you upload all outlays vouchers (including counsel’s fees, where appropriate) to the individual work item.

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