The Platform

One structured approach to continuing competence

Supporting individual development and organisational oversight.

Unity: Solicitor brings together the activities involved in continuing competence within a purpose-built system for law firms.

It is designed around two connected requirements:

For solicitors: A practical environment in which to manage and record their professional development.

For the firm: Appropriate visibility, monitoring and governance information to support the operation of its continuing competence arrangements.

Solicitors can reflect on their practice and identify areas in which development may be beneficial.

The system provides a structured approach to recording development needs and considering priorities.

Identified needs can be translated into development objectives and planned activities.

This helps individuals take a purposeful approach to learning rather than relying solely on the training opportunities that happen to arise.

Solicitors can record relevant professional-development activities, including formal learning and other appropriate development experiences.

Activities can be associated with identified development needs and objectives.

Continuing competence involves considering whether learning has been effective, not simply whether an activity was completed.

Unity: Solicitor supports the recording of evaluation and subsequent review, helping solicitors consider what they have learned and how it relates to their practice.

The system supports periodic review of development activity, outstanding needs and progress against objectives.

This helps maintain an ongoing development process.

A management dashboard provides authorised users with a structured view of relevant continuing competence information across the firm.

This helps L&D teams understand the overall position without relying entirely on manual information gathering.

Status information helps identify progress against the firm’s configured processes and requirements.

This provides a clearer basis for monitoring participation and outstanding actions.

Exception reports identify matters that fall outside agreed requirements or need attention.

Examples may include incomplete processes, overdue actions or outstanding governance requirements.

The purpose is to direct attention towards the matters that need it.

Identified exceptions can be managed through an appropriate follow-up process, including assigning responsibility, recording actions and tracking resolution.

This supports a consistent approach to intervention and creates a record of the action taken.

Configured reminders and notifications support individuals and administrators in addressing outstanding actions.

They help reduce dependence on repeated manual chasing.

Relevant management information supports review of the firm’s continuing competence arrangements.

This helps L&D and responsible management understand whether processes are being followed and where improvements may be required.

Professional reflection may contain personal assessments and sensitive development information.

Unity: Solicitor uses role-based access arrangements to distinguish individual development information from the governance information available to authorised organisational users.

This supports appropriate privacy while enabling the firm to manage its legitimate governance responsibilities.

Unity: Solicitor is designed to support the continuing competence process, rather than replace every training resource or learning system already used by a firm.

Development activities can encompass different forms of learning, allowing solicitors to maintain a structured record of relevant development undertaken through appropriate sources.

The platform is supported by Fresh Managed Services.

Fresh helps firms configure their arrangements, introduce the system and operate agreed administration and monitoring processes.

This means the value of Unity: Solicitor extends beyond the software itself.

A demonstration will show how the individual continuing competence process connects with management dashboards, exception reporting and governance oversight.