Jurisdiction(s):
United Kingdom

Key definition

Outsourcing definition

What does Outsourcing mean? Outsourcing is the engagement of a third-party supplier to perform functions or services that would otherwise be carried out in-house, with the instructing organisation (including law firms and in-house legal teams) retaining responsibility for the outcome, client care and regulatory compliance. The term is descriptive rather than a single statutory concept, although sectoral rules define it for specific purposes (for example, FCA/PRA and Central Bank of Ireland rules on material outsourcing; SRA Standards and Regulations and law society rules on supervision, confidentiality and client notification). Typical features include an outsourcing agreement or master services agreement setting service levels, governance, audit...

Sales and Marketing Director meeting agenda: review of legal support, outsourcing options, adviser management, key contracts and risk

Published by a LexisNexis Practice Compliance expert

Precedents

1. Purpose of the meeting and objectives

Clarify what you require from the session and why, for example:

confirm legal capacity aligns with the organisation’s needs
explore Outsourcing selected legal tasks or trimming spend on external legal support
review the organisation’s track record with external legal advisers (who, costs, quality, etc.)
understand the types and volumes of legal assistance the organisation will need in future

[Add your initials]

2. Strategy and projects

Ask:

what alterations have been made to the sales and marketing (SM) function over the last five years?
which legal advisers supported the organisation on those changes, who appointed them, why they were selected, who oversaw them, and what they advised on (e.g. legal and contractual issues, marketing strategy, Agency agreements, Social media, Advertising copy)?
is any further change or restructuring expected within the next five years?...

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Web page updated on 22/05/2026

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