Unbundled services

Unbundled services guidance:

Dear [Name] Re: [matter reference and description] We have now completed the legal services for which we were instructed. We would like to take this opportunity to thank...

Precedents

To The Judge In [insert] Court Case no: [insert] between: [insert parties] Date of hearing: [insert] Type of hearing: [insert] We are instructed by [insert name of...

Precedents

In [insert] Court Case no: [insert] between: [insert parties] Date of hearing: [insert] Type of hearing: [insert] We are instructed by [insert name of client], the...

Precedents

The SRA Standards and Regulations permit law firms and legal service providers to restructure their business in a number of ways depending on whether they provide...

Practice Note

This Practice Note contrasts the requirements in the SRA’s 2011 and 2019 regimes in relation to separate business and unbundling legal services. For more detailed...

Practice Note

Letterhead Dear [insert client's name] Re [describe matter] Thank you for your instructions to provide [advice OR assistance OR in connection with [describe matter, eg...

Precedents

This Practice Note provides key information for firms when providing unbundled advocacy services or assisting a client in a contentious matter. There is a separate...

Practice Note

Letterhead Dear [insert client's name] Re [describe matter] Thank you for your instructions to attend [insert name of court] as your advocate to represent you at [insert...

Precedents

This Practice Note provides key information for firms on unbundled legal advice services. There is a separate Practice Note on Unbundled advocacy and litigation services...

Practice Note

Complete this attendance note when providing advice, assistance or litigation services on an unbundled basis. You should already have completed an attendance note for the...

Precedents

Client care letter containsYes/No A clear and unambiguous description of the work covered by the retainerYes/No A clear and unambiguous explanation of the work that will...

Precedents

Complete this attendance note if you receive the client’s initial enquiry/instructions and provide the unbundled service simultaneously. Otherwise, you should complete an...

Precedents

Complete this checklist to ensure you have taken all necessary steps to protect the firm and act in the client’s best interests when providing unbundled legal services....

Precedents

Complete this attendance note when dealing with an initial enquiry and/or when taking initial instructions about providing unbundled legal services. If you agree, in...

Precedents

1 Introduction 1.1 This policy sets out the procedures to be followed when providing unbundled or limited services to clients. If you have any questions on this policy,...

Precedents

This Practice Note provides key information for firms on what to consider when offering advice or advocacy services to clients on an unbundled or Pay As You Go (PAYG)...

Practice Note
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