The continued growth of Public Access work—and its adoption by many chambers—has changed how the clerks’ room operates. Clerks are increasingly required to interact directly with lay clients, take payments, apply anti-money laundering checks, and liaise with intermediaries. Each of these responsibilities carries regulatory risk under the Bar Standards Board (BSB) framework.

This training provides clear, practical guidance on managing these evolving duties. You’ll gain a solid understanding of the regulatory obligations placed on clerks, the distinct roles of Public Access barristers and clerks, and how to confidently handle client expectations in a compliant, risk-aware way.

The module is self-paced and interactive, allowing clerks to build essential knowledge at their speed. Through real-world scenarios, you’ll explore best practices for client care, case management, and compliance, giving you the tools to support Public Access work safely and effectively.

What will you learn?

After completing this course, you will be able to:

• Gain an overview of public access and its role at the Bar.
• Understand all of the mandatory guidelines and regulations in respect of public access, including the BSB Handbook, Anti-Money Laundering, and Proceeds of Crime etc.
• Navigate the Public Access process and identify any additional support your barristers may require.
• Develop an understanding of how to handle client expectations, which includes risk mitigation and effective management of relationships.
• Familiarise yourself with fees and the rules surrounding them.

Who is this course for?

This course is designed for clerks and practice managers working in chambers that offer, or are planning to offer, public access services. It’s particularly relevant for clerks who are involved in:

• Handling enquiries and instructions from lay clients
• Managing payments and financial processes
• Supporting Public Access barristers with case management
• Navigating compliance responsibilities, including anti-money laundering
• Liaising with intermediaries or third parties on Public Access matters