Sign-in Help

Improving financial performance

View Practice Management by content type:

Practice notes
Precedents
Q&As
News

Latest Practice Management News

A dose of reality? Requiring employees to be vaccinated

A dose of reality? Requiring employees to be vaccinated

The following Employment news provides comprehensive and up to date legal information on A dose of reality? Requiring employees to be vaccinated

BEIS ‘Working safely during coronavirus’: 31 July updates after pausing of shielding regime

BEIS ‘Working safely during coronavirus’: 31 July updates after pausing of shielding regime

The following Employment news provides comprehensive and up to date legal information on BEIS ‘Working safely during coronavirus’: 31 July updates after pausing of shielding regime

BEIS ‘Working safely during coronavirus’: updates to nine guides made on 26 November

BEIS ‘Working safely during coronavirus’: updates to nine guides made on 26 November

The following Corporate Crime news provides comprehensive and up to date legal information on BEIS ‘Working safely during coronavirus’: updates to nine guides made on 26 November

BEIS ‘Working safely during coronavirus’: updates to 13 guides made on 9 and 10 September

BEIS ‘Working safely during coronavirus’: updates to 13 guides made on 9 and 10 September

The following Corporate Crime news provides comprehensive and up to date legal information on BEIS ‘Working safely during coronavirus’: updates to 13 guides made on 9 and 10 September

Featured Practice Management content

What is diversity and inclusion (D&I)—law firms

What is diversity and inclusion (D&I)—law firms

This Practice Note provides a high-level introduction to diversity and inclusion (D&I) and key reasons why it is important to law firms. Specific...

Repudiation

Repudiation

This Practice Note concerns repudiation and sets out what a repudiatory breach of contract means. It explains how a repudiatory breach goes to the...

Contract variation

Contract variation

This Practice Note summarises the law, guidance and practice relating to the variation of contracts and deeds. It explains how a contract or deed can...

Equitable remedies in contractual disputes

Equitable remedies in contractual disputes

While the primary remedy for contractual breach is that of damages (see Practice Note: Contractual damages—general principles and related content),...

Practice notes

Termination and expiry of contracts

This Practice Note provides an overview of contract expiry and of the different causes of termination and ways to discharge a contract, including...
Read More >
9th Nov
tag iconCOVID-19 tag iconIn-house
Precedents

Draft outline script for disciplinary hearing (misconduct)

1Introductions of those present if necessary. Confirm who is taking notes and that copies of the meeting notes will be made available to the...
Read More >
9th Nov
Practice notes

Introduction to retained EU law

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
tag iconBrexit
Precedents

Letter—long-term sickness absence (6): to employee confirming dismissal on notice (following final written warning)

[To be typed on headed notepaper of employer][Date]Dear [insert name of employee],Re: [insert name of employer] (the Company)Following our most recent...
Read More >
9th Nov
Precedents

Letter of variation

[ON HEADED NOTEPAPER OF PARTY A][Insert address of Party B][[Insert address of Guarantor]][Insert date]Dear [name of Party B][ and [name of...
Read More >
9th Nov
tag iconIn-house
Practice notes

Formulating a learning and development—L&D—policy

This Practice Note provides information on formulating a learning and development (L&D) policy. It reviews key issues to consider including:•what is...
Read More >
Produced in partnership with Beth Pipe FCIPD of OnLive Learning 12th Jan
Precedents

Letter—employer acknowledgement of notification of maternity leave

Date: [insert date]Dear [insert name of employee]Congratulations and thank you for telling me about your pregnancy and the date that your baby is due....
Read More >
9th Nov
Precedents

The employment contract—sample pensions clauses

The following pension clauses set out the pensions information to be included in an employment contract, depending on the type of...
Read More >
Produced in partnership with Wyn Derbyshire of gunnercooke LLP 12th Jan

Most recent Improving financial performance content

Practice notes

Raising the financial awareness of your staff

This Practice Note considers how you might set about improving your staff's financial awareness so they might be more inclined to, and more skilled...
Read More >
Produced in partnership with Robert Mowbray of Taylor Mowbray LLP 8th Jan
Practice notes

The importance of good management information

This Practice Note provides an understanding of why management information (MI) is needed and how it should be formatted and distributed to achieve:•a...
Read More >
Produced in partnership with Robert Mowbray of Taylor Mowbray LLP 8th Jan
Practice notes

Delivering client services more efficiently

This Practice Note explains why it is so important to improve the efficiency with which work is done and how this can be achieved without diluting...
Read More >
Produced in partnership with Robert Mowbray of Taylor Mowbray LLP 8th Jan
Practice notes

Predicting fee income and expenditure

Why do law firms need budgets and how might they be structured?Like any other business, a law firm needs some budgets each year so:•it can properly...
Read More >
Produced in partnership with Robert Mowbray of Taylor Mowbray LLP 8th Jan
Practice notes

The importance of good time recording

This Practice Note is intended for law firms. It explains why time recording is so important. It also explores best practice around time recording and...
Read More >
Produced in partnership with Robert Mowbray of Taylor Mowbray LLP 8th Jan
Precedents

Simple team or fee earner management information—worked example

End of month [insert month]Act...
Read More >
7th Dec
Precedents

Simple team or fee earner management information—blank

...
Read More >
7th Dec
Precedents

Minutes of meeting with fee earner about management information—blank

...
Read More >
7th Dec
Precedents

Fee income prediction tool—blank

A: Gut feelComments or observationsGut feel income predictionB: TrendsDataYearFee income £% increase on preceding yearAny factors to suggest that %...
Read More >
7th Dec
Precedents

Allocating billing or chargeable hours targets tool—blank

Overall billing targetTargetCommentsChargeable hours calculation...
Read More >
7th Dec
Precedents

Minutes of meeting with fee earner about management information—worked example

End of month 6Actual monthBudget monthActual YTDBudget YTDAction required following discussion with supervisorHours recorded85100540600Month and year...
Read More >
7th Dec
Precedents

Fee income prediction tool—worked example

A: Gut feelComments or observationsGut feel income predictionEconomy is improving. Prestigious supermarket is opening in our town, reflecting a...
Read More >
7th Dec
Precedents

Time recording policy

Time recording policy1Introduction1.1Accurate time recording allows the firm to understand the true cost of services we provide and provide detailed...
Read More >
7th Dec
Precedents

Financial awareness development plan for fee earners

TraineesDevelopment toolTrainee nameDate completedProfessional Skills Course (PSC)—Financial and Business Skills core element[State which trainees...
Read More >
7th Dec
Precedents

Allocating billing or chargeable hours targets tool—worked example

Overall billing targetTargetComments£1.2mSee Budget prediction. Stretching but does not appear unrealistic. Takes into account fee earner estimates,...
Read More >
7th Dec
Precedents

Time recording FAQs

FAQsThese FAQs supplement our Time recording policy, which can be found [in our office manual OR on our intranet].What is [matter-related OR...
Read More >
7th Dec
Precedents

Consolidated management accounts—law firms

This pulls together worked examples of the following Precedents:•Annual budget—law firms•Monthly budget—law firms...
Read More >
7th Dec

Popular documents

LEXISNEXIS

Proprietary estoppel

This Practice Note considers proprietary estoppel from a generic standpoint.For industry specific guidance on proprietary estoppel, see Practice Notes:•Estoppel and property law•Mortgages by estoppelProprietary estoppel—what is it?Unlike the other forms of estoppel (see Practice Note: Estoppel—what,

LEXISNEXIS

Foreign exchange (FX) derivatives

BREXIT: As of 31 January 2020, the UK is no longer an EU Member State, but has entered an implementation period during which it continues to be treated by the EU as a Member State for many purposes. As a third country, the UK can no longer participate in the EU’s political institutions, agencies,

LEXISNEXIS

Negligence—when is the duty of care breached?

Having established that a duty of care exists (see Practice Note: Negligence—when does a duty of care arise?), it is then necessary to consider whether or not there has been a breach of that duty. This will depend on a number of factors outlined below and considered against the general background of

LEXISNEXIS

The Single Rulebook

Background to the Single RulebookHistorically, the European Commission (Commission) favours using Directives (rather than Regulations) to set out its legislation in respect of the financial services sector. However, Directives, allowing Member States greater flexibility in how they implement