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Lexcel—assessmentLexcel is the Law Society's practice management standard. It is not compulsory although Lexcel accreditation can be helpful for firms...
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19th May
Practice notes
Contract variationThis Practice Note summarises the law, guidance and practice relating to the variation of contracts and deeds. It explains how a...
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19th May
Practice notes
This Checklist gives an overview of the immigration matters that should be considered on a relevant transfer under the Transfer of...
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Produced in partnership with Jennifer Featherstone of Shoosmiths 19th May
Practice notes
What is diversity and inclusion (D&I)—law firmsThis Practice Note provides a high-level introduction to diversity and inclusion (D&I) and key reasons...
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Produced in partnership with Rachel Brushfield of EnergiseLegal 19th May
Practice notes
Brexit—exiting the EU under Article 50 [Archived]ARCHIVED: This Practice Note has been archived and is not maintained.This Practice Note contains...
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Produced in partnership with Adam Cygan of University of Leicester 19th May
Practice notes
Termination and expiry of contractsThis Practice Note provides an overview of contract expiry and of the different causes of termination and ways to...
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19th May
Practice notes
Supervision of traineesThe requirements when supervising trainees derive from the SRA Codes of Conduct and the SRA’s specific regulatory requirements...
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19th May
Precedents
[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...
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19th May
Practice notes
Brexit legislation trackerThis Practice Note tracks the progress of UK legislation introduced as part of the legislative project associated with the...
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19th May
Practice notes
Tailoring a shelf companyA person wishing to set up a new company has the following options:•they can incorporate a new company in accordance with the...
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19th May
Practice notes
Time off work for antenatal appointmentsAn employer or, where applicable, a temporary work agency or hirer, cannot unreasonably refuse to allow a...
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19th May
Practice notes
AffirmationAffirmation is an indication of the intention to continue with a contract. Affirmation may arise in the case of:•a repudiatory breach of...
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19th May
Practice notes
Introduction to retained EU lawThis Practice Note provides an introduction to retained EU law. It provides an overview of the key definitions and...
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Produced in partnership with Dr. Kieran Laird of Gowling WLG 19th May
Precedents
1Introductions of those present if necessary. Confirm who is taking notes and that copies of the meeting notes will be made available to the...
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19th May
Practice notes
Working with European lawyers—the Registered European Lawyer (REL) regimeAt 11 pm (GMT) on 31 December 2020, the Brexit transition/implementation...
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19th May
Precedents
This Agreement is made on [date]Parties1[insert name of party] [of OR a company incorporated in [England and Wales] under number [insert registered...
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19th May

Most recent Business development & marketing content

Practice notes
An introduction to social mediaIP COMPLETION DAY: 11pm (GMT) on 31 December 2020 marks the end of the Brexit transition/implementation period entered...
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25th Jul
Practice notes
Advertising law and regulationThis Practice Note introduces the laws and regulations governing advertising in general and covers:•Regulatory regime...
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25th Jul
Practice notes
Direct marketingThis Practice Note analyses the legal and commercial issues arising out of direct marketing activities. It covers the following:•What...
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25th Jul
Practice notes
Processing personal data—direct marketingThis Practice Note sets out the compliance implications of the UK General Data Protection Regulation (UK...
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21st Jul
Precedents
External BD meeting: preparation planWhen meeting with a prospect it is important to have some knowledge about this person and the business they...
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5th Jun
Precedents
Business development aims, goals and objectivesBusiness development aims and goalsFirm’s overriding aim(s)[insert the firm’s overriding business...
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5th Jun
Precedents
External market analysis—short-formA: Domestic and international analysisInformation neededWho will obtain the information?Date for deliveryKey...
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5th Jun
Precedents
BD and marketing plan workflowThis Precedent BD and marketing plan workflow sets out a staged process which...
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5th Jun
Precedents
Negotiating fees—fee earner and partner questionnaireHow confident do you feel when negotiating fees with a client? This questionnaire will help you...
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5th Jun
Precedents
Business development skills assessmentDepartment, team or individual being assessed[insert details of who is being assessed]Date of assessmentSkills...
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5th Jun
Precedents
Business development and marketing campaign and content planningCampaign planAim/goal[Insert details of the aim/goal you are working towards]Brief...
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5th Jun
Precedents
Summary marketing and business development planWhere are we now?[include a summary of the present position taking into account internal and external...
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5th Jun
Precedents
Tender presentation cheat sheetWe’ve already passed the first hurdle by being invited to give a presentation but we must never take success for...
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5th Jun
Precedents
Selling—top tips for lawyersTipWhat should you do?How can following this tip help you?Develop rapport and empathy with the person you are meeting.Show...
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5th Jun
Precedents
Sending the right signals—guidelines to ensure an effective presentationDo’s and do not’s for effective presentationsDoDo notGet ready physically and...
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5th Jun
Precedents
BD and marketing plan—detailedDate of plan[insert date]Person with overall responsibility for plan[insert the name of the person in the firm who is...
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5th Jun
Precedents
External market analysis—long formA: Domestic and international analysisInformation neededWho will obtain the information?Date for deliveryKey...
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5th Jun
Precedents
Internal business development analysis—short-formA: Business plansInformation neededWho will obtain the information?Date for deliveryKey...
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5th Jun
Precedents
Marketing or business development managerKey informationName of firm[Insert details]Name of role holder[Insert details]Reports to[Insert details]Role...
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5th Jun

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