Innovate Legal Online

PII—Tips for Applying or Renewing in 2021

Join us for episode 3 of our year-long The Making of a Law Firm Series. During this interactive event we were joined by Lee Catling from Lockton Companies LLP for some top tips on getting the best Professional Indemnity Insurance (PII) deal for your law firm.

Live recording now available to watch on-demand.

PII can be one of the biggest professional concerns for solicitors in the UK, but with the right tips and insights, it’s possible to get a better deal and demonstrate compliance.

Join Clio’s UK Community Manager, Geraldine O’Reilly, to find out more about PII in the third episode of the The Making of a Law Firm Series: PII—Tips for Applying or Renewing in 2021.

In this session, Geraldine was rejoined by two of our leaders, Kim Cross and Alistair Wells, along with Lee Catling from Lockton Companies LLP.  Together the panellists will discuss the ins and outs of professional indemnity insurance (PII) in the UK and how to secure cover for you and your firm in today’s tough climate.

Topics up for discussion include:

  • How to apply (and reapply) for PII and what to expect
  • How to get the best deal possible, even in a difficult market
  • How to demonstrate compliance and risk management 

The two leaders rejoining us for this event and sharing their experiences are:

  • Kim Cross, Partner at Vine Law 
  • Alistair Wells, Founder and Director at Tend Legal

Session duration: 60 minutes 


Continuing Professional Development (CPD)

*Scotland: All solicitors are required to undertake a minimum of 20 hours CPD in each practice year, a minimum of 15 hours must be verifiable CPD. Attending this live event will mean you can claim 1 hour verifiable CPD. 

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Speakers

Lee Catling

VP, Global Professional & Financial Risks

Lockton Companies LLP

Lee has been an account manager for Chartered Insurance Broker Lockton for over 18 years, providing insurance solutions to SRA-regulated lawyers in England and Wales. He has extensive experience dealing with firms of all sizes, from sole practitioners to top 100 law firms, and of all profiles, including niche, boutique, high street and multinational law firms.

Kim Cross Headshot
Kim Cross

Partner

Vine Law

Kim is a solicitor who initially qualified in Australia and moved to the UK in 2009. Along with co-founder Melinda Smith, Kim started Vine Law in 2020 with the mission to build a firm that focuses on providing exceptional client service and is a great place to work.

Alistair Wells Headshot
Alistair Wells

Founder and Director

Tend Legal

Alistair is an experienced commercial solicitor. He co-founded Tend Legal with his wife Shona in 2020, with the aim of finding a better way to deliver amazing legal services to start-ups and SMEs. Alistair is known for his approachable manner, zen-like calm, and clear commercial legal advice.

Host

Geraldine O'Reilly

UK and Ireland Community Manager

Clio

Having had nearly a decade of experience in tech and the legal field, Geraldine has a deep understanding of the needs of businesses and lawyers. Geraldine leads Clio’s European events and community strategy and has spoken and moderated on many occasions about the future of legal, law firm growth, and cloud technology and security. Geraldine is also passionate about helping firms grow.

Join and participate in our Making of a Law Firm Series throughout 2021

This event is part of a year-long series of events The Making of a Law Firm Series, featuring four law firm founders who are building legal businesses that were established in 2020 during a global crisis.

Our 4 leaders are:

Kim Cross, Partner at Vine Law
Natalie Foster, Founder at Foster Clay Law
Elena Manukyan, Partner at The Injury Solicitor
Alistair Wells, Founder and Director at Tend Legal

Together we will tackle questions such as:

How to build a pipeline of clients
How to manage your firm’s cash flow
What technology you need at your firm
How to attract, hire, and keep top talent
How to renew your PII and get the best deal
How to create a strong brand
And much more

If you are interested in joining as an expert, or if you want to suggest a topic to cover, please email [email protected]