Matter management

View Practice Compliance by content type:

Latest Practice Compliance News

Featured Practice Compliance content

Precedents
1DefinitionsModern Slavery Policy•means the Customer's anti-slavery and human trafficking policy as set out in Schedule [insert] as updated by the...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
9th Nov

Most recent Matter management content

Precedents
Date of this project plan[Insert date]Stage this project plan covers(eg pre-trial review or end of matter)[Insert details]Date of last project plan...
Read More >
16th Apr
Precedents
1General informationClient name(s)[Insert client name(s)]File reference number[Insert file reference number]Matter type[Insert brief description of...
Read More >
7th Dec
Q&As
There are no specific SRA requirements about creating or filing attendance notes.However, the SRA Codes of Conduct require you to:•ensure you are able...
Read More >
28th Sep
Practice notes
SRA HandbookThere is no discrete section of the SRA Handbook dealing with matter management. Instead, when dealing with a client's matter, you must...
Read More >
27th Sep
Practice notes
SRA requirementsThere is no discrete section of the SRA regulatory regime dealing with matter management. Instead, when dealing with a client’s...
Read More >
26th Sep

Popular documents