LawServa

LawServa Risk Radar

Q: Why can I not press In Hand on some findings?

Findings in the Act Now band can only be answered for by a partner, or by somebody your firm has given approval authority over that area. Tell the partner on the file what is being done so they can note it.

Updated 23 September 2026 · 834 words · 5 min read

The Risk Radar in LawServa is the screen that tells a partner something is wrong before anybody complains about it. It reads the firm's own records and lists every exception it finds: client account in debit, undertakings past their date, files without completed customer due diligence, lapsed practising certificates and more. Every finding is a fixed check on your data; no AI decides what appears. It is used by partners, compliance officers, fee earners and clerks.

Before You Start

The Risk Radar is the first item under Compliance in the menu. Anybody who can view matters can open it.
Each check has its own access. You only see findings for areas you are allowed to see, so a clerk's radar may be shorter than a partner's.
Files screened behind a confidentiality wall are left off your radar unless you are on them. The screen tells you how many were left out, never which ones.
The radar reports dates already entered in the diary. It never works out a limitation period, a filing deadline or a stamping date for you, and it is not a substitute for checking the file.

How the Screen Is Laid Out

Findings are grouped by severity, not by module, because the question is "what do I have to deal with today".

Band	Meaning	Who Can Answer for It
Act Now	Critical. A breach or a loss is happening or about to.	A partner (or somebody the firm has given approval authority over that area)
Needs Attention	A warning. Something is slipping and should be dealt with soon.	Anybody with a seat in the firm
Worth Knowing	Information, mostly money the firm is not collecting.	Anybody with a seat in the firm

Each band shows its true count in the heading. Inside a band, findings of the same kind are gathered under one heading, with the reason for the rule stated once and up to four files listed below it. Press Show all to see the rest. A band shows at most 20 kinds of finding; the CSV download holds every one.

Filtering the Radar

Open Compliance > Risk Radar.
In Severity, choose All, Act Now, Needs Attention or Worth Knowing.
In Finding, choose Every kind or one rule. Each rule shows how many findings it has.
Press Filter.

A line above the results reads "Filtered" with how many of the total are shown. Press Show everything to clear it. If nothing matches, press Clear Filters.

Working a Finding

Each row names the file or client and says what is wrong. Under it you have up to three controls.

Press the Open link (for example Open the record, or the name of the screen that fixes it) to go straight to where you deal with it.
Press What Next for a short AI suggestion on what to do about this finding this morning, where your firm has AI switched on.
Fix the cause. The finding leaves the radar by itself once the records no longer show the problem.

If your role cannot open the screen that clears a finding, the row says so. The finding still shows, because you need to know the firm owes it; tell the partner responsible for the file.

Answering for a Finding

When a finding is genuinely in hand but cannot be cleared yet, you can answer for it so it stops appearing.

Press In Hand on the row. The Answer for This Finding dialog opens with the finding's details.
In Why is it in hand?, say what is actually being done. A partner may read this months later. At least a few words are required.
In Remind Me Again On, choose a date to see it again, or leave it blank to keep it off the radar until the position changes.
Press Note It. Press Close to leave without saving.

Answered findings move to the Answered For table at the bottom, with What, Reason Given, By and Back On. Press the Put Back icon to return one to the radar. The earlier answer is kept in the record, not deleted. Answering the same finding again replaces the note.

The Checks

Act Now

Finding	What To Do
Client account in debit	Make good the shortfall at once and find the cause.
Client account not reconciled	Reconcile the client account (at least every six months).
Undertaking past its date	Perform or discharge the undertaking now.
Nobody has confirmed they are appearing	Get counsel or the agent to confirm, or arrange cover.
The court has not got a document	Record a corrected submission, or chase the Registry.
A costs order nobody has dealt with	Pay, enforce or get the order taxed.
Stamping date close	Get the instrument stamped before the date.
Matter running without completed CDD	Complete customer due diligence before more work.
Sanctions hit nobody has answered for	Record a decision on the hit.
Screening hit nobody has decided about	Record whether it is the right person; freeze and report if it is.
Suspicious transaction report not filed	File it, then record the date and reference on the register.
Statutory window running, nothing in the diary	Open the file and diarise the date.
Limitation date approaching	Act before the recorded limitation date (within three months).
Practising certificate has lapsed	Renew it; nothing reserved should go out in that name meanwhile.
Professional indemnity cover has lapsed	Renew the policy immediately.
Stakeholder tranche well past its release date	Release the money or record why it is held.
Stakeholder sum is not in the client account	Treat as a client account shortfall and make it good.

Needs Attention

Finding	What To Do
An attendance has not been written up	Record what happened, the directions and the next date.
Bill of costs filed and not resolved	Chase the taxation or record the allowed figures.
File opened before its conflict search or CDD	Finish both, or reconsider acting.
Client due to be screened again	Run the sanctions screening again.
A screening list the firm cannot check	Load the list, or switch the source off.
A screening list too old to rely on	Load the list again.
File with no conflict search on record	Run the conflict search in LawServa.
Original out past its return date	Chase the original back to safe custody.
File waiting too long for a partner	Accept or refuse the file.
A critical date falls inside leave with no cover named	Name a cover, or hand the date to somebody.
Closed file with no destruction date	Set the date in the closing panel.
Undertaking with no date fixed	Fix a date or discharge it.
CDD review overdue	Carry out the periodic review.
Open matter with no partner named	Assign a partner to the file.
File has gone quiet	Check the file; nothing recorded for two months.
Client has not been written to	Update the client; nothing sent for two months.
Contentious file with no limitation date in the diary	Enter the limitation date, or record that it does not apply.
Party added after the conflict search was run	Run the search again on the new name.
File running with no engagement letter recorded	Send and record the engagement letter.
Voucher approved or waiting, and left there	Record paid vouchers; decide waiting ones.
Critical date close, nothing recorded	Confirm the critical date within a week is in hand.
Client money sitting dormant	Consider the unclaimed moneys register (lodged by 31 March).
Practising certificate due for renewal	Start the renewal now.
Accountant's Report deadline	Get the books to the appointed accountant in time.
Professional indemnity renewal close	Start the renewal with the insurer.
Stakeholder tranche due for release	Pay the tranche to the purchaser.
Enquiry waiting for a reply	Reply, convert or decline the enquiry.
Incoming email not yet filed	File it to a matter or mark it as not for a file.

Worth Knowing

Finding	What To Do
Disbursements paid and never recharged	Put them on a bill.
Old work still unbilled	Bill the recorded time.
Bill long unpaid	Chase the bill (unpaid over four months).
Client the conflict search cannot match	Open the client and save it once to rebuild its search key.

Frequently Asked Questions

Why does a finding keep coming back?

The radar reads your records each time it loads. A finding stays until the cause is fixed, or until somebody answers for it. If you set a Remind Me Again On date, it returns on that date.

Why can I not press In Hand on some findings?

Findings in the Act Now band can only be answered for by a partner, or by somebody your firm has given approval authority over that area. Tell the partner on the file what is being done so they can note it.

Does LawServa work out limitation dates?

No. The radar only reports dates somebody has entered. For contentious files with no limitation date in the diary, it asks you to enter one or record that it does not apply.