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Brexit—exiting the EU under Article 50 [Archived]ARCHIVED: This Practice Note has been archived and is not maintained.This Practice Note contains...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

Precedents
Strategy away day: pack indexDelegates are encouraged to review papers before the strategy day, highlighting issues and noting ideas.TabAway day...
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15th Aug
Precedents
Sample strategic aims1Investing in the future 1.1To build on the core strengths of our firm, delivering excellence in client service and enhancing...
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15th Aug
Precedents
Strategy day: client and referrer analysisNumber of retained and new clients (new matters) for the previous three years, by department[insert data for...
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15th Aug
Precedents
Balanced scorecard: partnership promotion criteriaCandidateName of person being assessedDate of assessmentAssessor(s)Partnership promotion...
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Produced in partnership with Beth Pipe FCIPD of OnLive Learning 15th Aug
Precedents
Strategy day presentationThis presentation is for use at a strategy away day and follows the same running order as the Precedents for the Strategy...
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15th Aug
Precedents
Strategy away day: programmeParticipants[insert list][Facilitator[insert details]]TimetableTimingSession numberSession descriptionLed by8.30 to...
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15th Aug
Precedents
Strategy review form—operational team leadsOperational team:[insert team name]Team leader/Head of department:[insert name]In preparation for the...
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15th Aug
Precedents
Strategy day: logistics plannerPerson leading strategy review: [insert name] (strategy Lead)Coordinator: [insert name of a person who will assist with...
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15th Aug
Precedents
Strategy review form—legal teamsLegal team:[insert team name]Team leader/Head of department:[insert name]In preparation for the firm’s strategic...
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15th Aug
Precedents
Draft strategic aims1Investing in the future[insert a summary of what was agreed at the strategy day]2Governance/management[insert a summary of what...
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15th Aug
Precedents
Strategy review forms summary1Vision/futureGroupThemesPartners[Insert a summary of the feedback from this group—see section 1 of Strategy review form:...
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15th Aug
Precedents
Strategy review form: partnersIn preparation for the firm’s strategic review and development process, all [equity] partners are asked to complete this...
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15th Aug
Precedents
Business health check1Business planning1.1We have a realistic business plan in placeYesIn partNoThe business plan is current and appropriate for the...
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15th Aug
Practice notes
Retirement planningHow do you view and your organisation view retirement? Is it something you approach positively or is it viewed with a sense of...
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15th Aug
Practice notes
What’s my business worth?You came into the world with nothingYou don’t have to look very hard these days to find evidence of law firm practices for...
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Produced in partnership with Pathways Management LLP 15th Aug
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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15th Aug
Practice notes
Working with foreign lawyers—the Registered Foreign Lawyer (RFL) regimeThe Solicitors Regulation Authority (SRA) operates a registration regime for...
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15th Aug
Q&As
What does Brexit mean for cybercrime and cybersecurity?The UK has left the EU on the basis of the Withdrawal Agreement as implemented in the European...
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15th Aug
Practice notes
What does IP completion day mean for Practice Compliance?11 pm (GMT) on 31 December 2020 marks the end of the implementation period put in place to...
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15th Aug
Q&As
What does Brexit mean for financial sanctions?The UK has left the EU on the basis of the Withdrawal Agreement as implemented in the European Union...
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15th Aug

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