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Precedents
1DefinitionsModern Slavery Policy•means the Customer's anti-slavery and human trafficking policy as set out in Schedule [insert] as updated by the...
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9th Nov
Practice notes
Source of funds and wealth was a key focus of the SRA’s Preventing Money Laundering and Financing of Terrorism thematic review, published in March...
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9th Nov
Practice notes
This Practice Note provides an introduction to retained EU law, which is an entirely new legal concept introduced to UK domestic law in preparation...
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9th Nov
Precedents
DRAFTING FOR BREXIT: For the latest information on the impact of Brexit on the drafting, negotiation and enforceability of this Precedent, see...
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9th Nov
Precedents
How to use this testThese questions are designed to test your understanding after your attendance at our training on avoiding bribery and...
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9th Nov
Practice notes
The compliance officer for legal practice (COLP) sits at the heart of the firm's regulatory arrangements. This does not mean that the firm and its...
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9th Nov

Most recent Unbundled services content

Practice notes
This Practice Note provides key information for firms when providing unbundled advocacy services or assisting a client in a contentious matter. There...
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15th Jan
Practice notes
This Practice Note contrasts the requirements in the SRA’s 2011 and 2019 regimes in relation to separate business and unbundling legal services. For...
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7th Dec
Practice notes
The SRA Standards and Regulations permit law firms and legal service providers to restructure their business in a number of ways depending on whether...
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7th Dec
Practice notes
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...
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7th Dec
Practice notes
This Practice Note provides key information for firms on unbundled legal advice services. There is a separate Practice Note on Unbundled advocacy and...
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7th Dec
Precedents
To The JudgeIn [insert] CourtCase no: [insert] between: [insert parties]Date of hearing: [insert]Type of hearing: [insert]We are instructed by [insert...
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7th Dec
Precedents
Client care letter containsYes/NoA clear and unambiguous description of the work covered by the retainerYes/NoA clear and unambiguous explanation of...
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7th Dec
Precedents
LetterheadDear [insert client's name]Re [describe matter]Thank you for your instructions to attend [insert name of court] as your advocate to...
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7th Dec
Precedents
Complete this attendance note when providing advice, assistance or litigation services on an unbundled basis.You should already have completed an...
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7th Dec
Precedents
1Introduction1.1This policy sets out the procedures to be followed when providing unbundled or limited services to clients. If you have any questions...
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7th Dec
Precedents
Complete this attendance note when dealing with an initial enquiry and/or when taking initial instructions about providing unbundled legal services....
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7th Dec
Precedents
Complete this attendance note if you receive the client’s initial enquiry/instructions and provide the unbundled service simultaneously. Otherwise,...
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7th Dec
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...
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7th Dec
Precedents
LetterheadDear [insert client's name]Re [describe matter]Thank you for your instructions to provide [advice OR assistance OR in connection with...
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7th Dec
Precedents
In [insert] CourtCase no: [insert] between: [insert parties]Date of hearing: [insert]Type of hearing: [insert]We are instructed by [insert name of...
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7th Dec
Precedents
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...
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7th Dec

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