Unbundled services

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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
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
This Practice Note lists high-risk third countries identified by the Financial Action Task Force (FATF), HM Treasury and the European Commission as...
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9th Nov
Practice notes
The purpose of this Practice Note is to provide a general understanding of the offences under section 1, 2 and 6 of the Bribery Act 2010 (BA 2010). It...
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Produced in partnership with Joanne Kane of Carmelite Chambers 12th Jan
Practice notes
An undertaking is a commitment by a solicitor to do something. It can be enforced against the solicitor by the courts. Failure to comply with an...
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9th Nov
Practice notes
Facilitating the performance of a duty by public officialsFacilitation payments, also known as facilitating or grease payments, are generally small...
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Produced in partnership with Richard Furlong of Carmelite Chambers 12th Jan

Most recent Unbundled services content

Practice notes
Separate business and unbundling legal services—SRA 2011 regime and SRA 2019 regime comparedThis Practice Note contrasts the requirements in the SRA’s...
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15th May
Practice notes
Unbundled legal advice This Practice Note provides key information for firms on unbundled legal advice services. There is a separate Practice Note on...
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15th May
Practice notes
Unbundled advocacy and litigation servicesThis Practice Note provides key information for firms when providing unbundled advocacy services or...
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15th May
Practice notes
What to consider when offering unbundled servicesThis Practice Note provides key information for firms on what to consider when offering advice or...
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15th May
Practice notes
Separate business and unbundling legal services 2019The SRA Standards and Regulations permit law firms and legal service providers to restructure...
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15th May
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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