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Brexit—exiting the EU under Article 50 [Archived]ARCHIVED: This Practice Note has been archived and is not maintained.This Practice Note contains...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

Practice notes
Cloud computing—key legal issuesThis Practice Note considers the following legal and commercial issues relating to cloud services:•Due...
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25th Jul
Practice notes
Cloud computing—introductionThis Practice Note introduces cloud computing concepts and describes key principles underpinning the cloud market in the...
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13th Jul
Practice notes
Choosing and using cloud servicesChoosing a cloud service provider is only part of the equation; you must also ensure you use the services...
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Produced in partnership with David Smith of Anthony Gold Solicitors 13th Jul
Practice notes
Corporate social responsibility—CSR—regulatory requirementsThis Practice Note considers regulatory requirements relating to corporate social...
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Produced in partnership with Joanna Kennedy of The Zacchaeus 2000 Trust (Z2K) 24th Jun
Precedents
Decision-making frameworkThis Decision-making framework should be used in conjunction with our Decision-making guide which sets out our organisation’s...
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6th Jun
Precedents
Decision scorecardThis Precedent Decision scorecard (also known as a decision matrix) can be used to evaluate the alternative decision options you...
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6th Jun
Precedents
Decision-making—alternative option analysis1Your detailsName[insert name]Role[insert role]Department[insert department]Date[insert date]2Decision...
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5th Jun
Practice notes
Creating a decision making frameworkHundreds of decisions are made every day that are taken effectively and implemented well. But there are also...
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5th Jun
Q&As
Should attendance notes be filed for all client meetings even when a narrative is provided in our time recording system?There are no specific SRA...
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5th Jun
Precedents
Pro bono opportunity assessment formEvery pro bono opportunity should be assessed against this checklist to get a clear understanding of whether it is...
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5th Jun
Precedents
Improving efficiency—Voice of the Client (VOC)—blankStep 1: Identify our clientsWho are our existing clients (specific and generic)?Who are our...
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5th Jun
Precedents
Client satisfaction surveyYour opinions are very important to us in order to help us continually improve the service we provide.We would be grateful...
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5th Jun
Precedents
Identifying who does what in a process (RACI framework)—worked exampleKey:R = Responsible—the person responsible for carrying out the taskA =...
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5th Jun
Precedents
Prioritising root causesCause/factorHow much does it contribute to the problem?(0 = not at all, 10 = a lot)How easy is it to fix?(0=very hard, 10 =...
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5th Jun
Precedents
Decision-making process flowchartThis flowchart illustrates the nine key stages in a decision making process and highlights decision making tools...
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5th Jun
Precedents
Pro bono registerPlease click for an Excel version of this register which can be used to keep a record of all pro bono cases or...
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5th Jun
Precedents
Improving efficiency business case—worked exampleExecutive summaryThis report analyses why the firm loses 35% of new clients within the first two...
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5th Jun
Precedents
Pro bono annual management reportA: General informationPeriod this report is covering[insert the period of time this report covers]Report prepared...
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5th Jun
Precedents
Corporate social responsibility—CSR—policy for larger firms1Introduction1.1We consider corporate social responsibility (CSR) to be an important part...
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Produced in partnership with Joanna Kennedy of The Zacchaeus 2000 Trust (Z2K) 5th Jun

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