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Stop press: The Data (Use and Access) Act 2025 (Commencement No 6 and Transitional and Saving Provisions) Regulations 2026, SI 2026/82 now activate the outstanding parts of the Data (Use and Access) Act 2025 (DUAA 2025). Measures covering subject access requests, legitimate interests, purpose limitation, automated decision-making, cross-border transfers and enforcement take effect from 5 February 2026, while those on penalty notices and complaints apply from 19 June 2026. For further detail, refer to Practice Note: Data (Use and Access) Act 2025—employment implications. This Precedent will shortly be revised to reflect these developments. [to be printed on employer letterhead] [ Name of Employee ][ Address ][ Date ] Dear [ insert employee's name ] Secondment to [ insert name of host company ] Following our recent conversations, I am writing to confirm the arrangements we have agreed for your secondment to [ insert name of host company ] (the
[ Insert name and address of client ] [ insert date ] Dear [ insert name of contact at the client ] Explaining the disclosure process and your obligations Thank you for instructing us in relation to [ insert matter name / details ]. [ This letter accompanies our retainer OR Our retainer will follow under separate cover ]. It [ has been confirmed OR is likely OR is possible ] that your dispute with [ describe other parties ] will be determined in the Business and Property Courts [ if it proceeds to formal litigation ]. This letter explains what disclosure under the Disclosure Scheme ( DS ) in the Business and Property Courts involves, and what you must know about the procedure. The DS seeks a fundamental cultural shift in the approach to disclosure in civil litigation. So, even if you have handled
This Agreement is entered into on [ insert date ] between: 1 [ insert name of manufacturer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Manufacturer); and 2 [ insert name of customer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Customer). Each of the Manufacturer and the Customer is a party and, together, the Manufacturer and the Customer constitute the parties... Background: (A) The Manufacturer manufactures [ insert ]... (B) The Customer Group manages the distribution and sale of [ insert ]... (C) The Manufacturer intends to manufacture and sell the Product to the
This Deed is dated on [ insert day and month ] 20[ insert year ] Parties [ Insert name of Chargor ], being a company incorporated in England and Wales, bearing registered number [ insert company number ], and whose registered office is situate at [ insert address ] (the Chargor); and [ Insert name of Lender ] of [ insert address ] (the Lender). Recitals The Lender makes facilities available to the Chargor under various financing arrangements. It is a condition of the Lender making the facilities available to the Chargor that the Chargor enter into this Deed in favour of the Lender. ...
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Dear [ insert name ] Lexcel assessment on [ insert date of assessment ] Many thanks for the Lexcel assessment plan...
Dear All We have concluded our recent Lexcel assessment. Our sincere thanks to all for your kind co-operation, especially to those who were interviewed by the assessor......
What is Lexcel? Lexcel is the Law Society’s quality benchmark, granted only to solicitors who demonstrate exemplary standards in management and client care. [ We have held Lexcel accreditation for [ insert number ] years, but we must complete an annual assessment to retain it. OR We do not currently hold Lexcel, yet we have worked hard to meet the required standards and believe we are now ready to apply. We have therefore submitted a formal application, which includes a rigorous review by an independent Lexcel assessor. ] What does the assessment involve? A Lexcel assessor will visit our offices and evaluate our: policies and procedures strategic plans people and information management client care risk management file and case management The assessor will check compliance with the Lexcel standards and will also randomly select a number of fee earners and support staff for face-to-face interviews. Why have I been selected for...
A: Pre-assessment Complete the self-assessment ( Law Society’s website). Appoint a logistics lead and an accountable person/committee. Identify required Lexcel policies/procedures, allocate owners, brief them, and set deadlines with reminders. Choose an assessment body ( Centre for Assessment Ltd, Inspiring Business Performance Ltd ( IBP), or Recognising Excellence), apply and obtain an assessor. Agree the date, draft and finalise an all staff list, secure Law Society approval, notify staff (dates, interviews, process, holiday cut‑offs), book meeting room(s); update the assessor. Receive the assessment plan (interviewees, timetable, extra documents), amend schedules, brief fee earners/support staff, run open matter reports, gather further items requested, and email all required documents. B: Assessment day Receive the client file request; collate files and supporting materials, provide IT access, host the assessor, manage the timetable, and note feedback. C:...
Dear All We have successfully secured our Lexcel accreditation. This marks a significant achievement for us...
Dear All Our Lexcel evaluation is formally scheduled [ on [ insert date ] OR from [ insert date ] to [ insert date ] ]. Lexcel is the Law Society’s professional practice management benchmark, conferred only upon firms that achieve the very highest standards of management and customer care......
Complete the absence/leave form below and secure your manager’s approval signature. Send the original completed form to HR and keep a copy for your records......
Building a pipeline of prospective new clients tends to work best when approached in an organised, methodical manner from the outset and throughout. Maintaining up-to-date records is a key element of pipeline management—keeping information and data in one place, such as a central spreadsheet, makes the process more efficient and provides confidence that you are staying firmly on top of your new client pipeline at all times. Please click for an Excel spreadsheet......
General Date of meeting [ Insert date ] Chair/lead [ Insert name and role ] In attendance [ Insert names and roles ] Date of request for proposal ( RFP)/invitation to tender ( ITT) [ Insert date ] Prospective client [ Insert name ] Agenda Clarify: the scope of work we are invited to tender for any questions in the RFP/ ITT requiring answers evaluation criteria/scoring system the submission date and time [ Ensure you have complete clarity about the scope of work ] [ Make sure you identify every question or criterion you need to cover in......
ARCHIVED: This Precedent has been archived and not maintained. From 1 September 2021, candidates may qualify through the training contract route only if they satisfy the SRA’s transitional requirements. Otherwise, qualification must be via the Solicitors Qualifying Examination ( SQE). For information, see Practice Note: The Solicitors Qualifying Examination ( SQE). [ Subject to contract ] Dear [ insert name of trainee solicitor ] Further to [ your interview on [ insert date ], ] I am pleased to confirm the Firm’s offer of employment as a trainee solicitor, subject to the conditions outlined below. [ If accepted, this offer will be formalised in OR I attach ] [ our standard recognised training contract ] (the ‘ Training Contract’), and, where any inconsistency arises, its terms will take precedence over the details set out below. Terms of offer The principal terms of our offer are: to provide...
Client’s needs Check | Outcome | Person responsible | Date Have we located and completely addressed each query raised in the brief? ☐ Yes ☐ No If not, which questions were overlooked and for what reason? Have we shown compliance with all elements of the selection criteria? ☐ Yes ☐ No If not, which criteria remain unmet in our submission and why? Does the client employ specific jargon or preferred terms? ☐ Yes ☐ No If so, what are they, and have we woven them into our proposal? Does the brief highlight any pain points or concerns for the client? ☐ Yes ☐ No If so, what are they, and have we offered remedies and/or evidenced our expertise? Do we have insight into the client’s values? ☐ Yes ☐ No If so, what are they, and how have we...
Client details Client name [ Insert name ] What business are we tendering for? [ Provide a brief outline of the work your firm is tendering for ] Logistics and team Presentation date [ Insert date ] Venue [ Insert venue ] Presentation start/finish time [ Insert times ] Presentation team [ List the presenters, noting their roles and areas of expertise. Specify who will lead the presentation. Consider including a junior colleague, as clients often like to see this. ] Back-up team [ Who will cover if one of the presenters cannot attend? ] Has the presentation date and time been added to all team members’ diaries (including the back-up team)? ☐ Yes ☐ No Have all team members (including back-up) confirmed availability? ☐ Yes ☐ No Have travel plans been arranged for all team...
Use the responses to the following questions to help you determine whether to proceed with a particular opportunity to tender for work... Question Answer Do we currently deliver services within the pertinent sector or work type? [ Reflect on whether you already operate, or intend to operate, in the prospective client’s sector or type of work ] Will fulfilling the client’s required work lead to any extra costs for the firm?...
General information Client/target name [ Enter name ] Client/target contacts [ Enter name(s) ] Project/matter [ Summarise the assignment you bid for. Did it sit within your usual remit, or were you seeking to move into a new area? ] Outcome of tender/proposal ☐ Won ☐ Lost Interview date [ Enter date ] Interview format ☐ Telephone ☐ Video call ☐ Face to face ☐ Other [ add details ] Interview location, where applicable [ Enter venue ] Interviewer’s name [ Enter name ] Pitch lead’s name [ Enter name ] Pitch team members [ Enter names ] Feedback questions Invitation to tender What prompted you to put this work to tender? [ Enter details ] Which firms did you invite to tender? [ Enter details ] How were those firms chosen? [ Enter...
General Meeting date [ Insert date ] Chair and lead [ Insert name and role ] RFP/ ITT submission deadline [ Insert date ] Potential client [ Insert name ] Attendees [ Insert names and roles ] Agenda What is anticipated from the team during the presentation? [ What is stated in the RFP/ ITT? ] [ What have you discovered since initiating this competitive tender process? ] People and setting: —who is expected to attend? —what do we already know about them? —which key client needs must be tackled (refer to RFP/ ITT or later details)?......
Being invited to present gets us over the first obstacle, yet we should never assume success, even with a long-standing client. Inadequate preparation is the chief reason bids stumble at interview. Walking in without sufficient rehearsal courts failure, even for a strong team. This guide will help you get ready for a tender presentation, whether you’re leading the bid or contributing as part of the team. Logistics You have only one chance to deliver. Be absolutely clear about: where you need to be when you need to be there how you will get there what you must take with you The tender lead should issue a presentation checklist/plan. If they haven’t, chase it or volunteer to handle the arrangements and create the checklist/plan for the team. Unless advised otherwise, assume the dress code is business smart. Stay on top of the...
Please click for the Excel edition of this Precedent and an illustrative worked example...
This Agreement is entered into on [ insert date ]. Parties [ insert name of company ] [ of OR a company incorporated in [ England and Wales ] under registration number [ insert registered number ], whose registered office is at ] [ insert address ] ( Supplier ); [ insert name of introducer ] [ of OR a company incorporated in [ England and Wales ] under registration number [ insert registered number ], whose registered office is at ] [ insert address ] ( Introducer ). ( Each of the Supplier and the Introducer is a party, and together the Supplier and the Introducer are the parties)......
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When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...
This Practice Note This Practice Note reviews mechanisms used in settling litigation. A Tomlin order consists of a consent order paired with a schedule. It operates to stay proceedings on terms that have been agreed. The provisions contained in the schedule may remain confidential. This Practice Note describes the scope of confidentiality attaching to the schedule and sets out how it differs from a standard consent order. Sample wording for a Tomlin order is included, alongside links to precedents, as well as guidance on court approval. It also addresses varying, setting aside and enforcing a Tomlin order, including the considerations the court will take into account when handling applications for each. Further guidance is provided on interpreting and applying the relevant provisions of the CPR; however, some courts and divisions impose very specific requirements for both drafting and approval, and for approaching the schedule and confidentiality issues. Accordingly, you must consider the particular rules and court guide provisions in the forum where your claim is proceeding when drawing up the Tomlin order...
Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...
I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...
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