Developing a pipeline

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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
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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
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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
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Brexit—exiting the EU under Article 50 [Archived]ARCHIVED: This Practice Note has been archived and is not maintained.This Practice Note contains...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
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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
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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
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[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
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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
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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
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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
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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
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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
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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 Developing a pipeline content

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
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
Pipeline management spreadsheetCreating a spreadsheet is an important part of the pipeline management process—recording information and data helps to...
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5th Jun
Practice notes
Developing a pipelineThis Practice Note explains what a pipeline of new clients and new business is and how to set about developing one. The need for...
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Produced in partnership with Mr Larry Cattle 5th Jun
Practice notes
Developing lawyers’ selling skillsThere are rainmakers in most law firms that impress with their selling skills, but to many lawyers selling is an...
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5th Jun
Practice notes
Preparing for a BD meetingOne of the challenges lawyers face when meeting a prospect is the lack of knowledge of the contact and the business they...
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5th Jun

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