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. ...
This diagram outlines our steps for handling any incidents where injuries have been sustained...
End of month [ insert month ] Month actuals Month budget YTD actuals YTD budget Billable hours logged Work under way (£’000s) Fees invoiced (£’000s) Realisation % Receivables (£’000s) Cash collected (£’000s)......
First aid box (workplace) Our workplace first aid box includes: First aid guidance leaflet [ One] Contents list [ One] Assorted sterile plasters (each individually wrapped) [ Twenty] Medium unmedicated sterile wound dressings (individually wrapped) [ Six] Large unmedicated sterile wound dressings (individually wrapped) [ Two] Triangular bandages (individually wrapped, preferably sterile) [ Four] Safety pins [ Six] Sterile eye pad dressings [ Two] Disposable gloves [ Three pairs] Moist cleansing wipes (individually wrapped, alcohol free) [ Insert number] Roll of adhesive tape [ Insert number] Specific finger dressings [ Insert number] Burn dressings [ Insert number] Foil blanket [ One] Eye wash [ Insert number] Shears [ One pair] Resuscitation face shield [ One] Insert other [ Insert number] Insert other [ Insert...
End of month 6 Current month Monthly budget YTD actuals YTD budget Actions needed after discussion with supervisor Logged hours WIP (£’000s) Fees invoiced Realisation % Receivables (£’000s) Cash collected......
A: Gut feel Comments or observations Instinctive income forecast B: Trends Data Year Fee income £ % uplift on prior year Indicators that the % change is not part of the wider trend [ 2025 ] [ 2024 ] [ 2023 ] [ 2022 ] [ 2021 ] Conclusions Comments or observations Trend analysis fee income prediction C: Capacity No. of fee earners Expected chargeable hours per fee earner Average hourly rate Expected gross income % of recorded time billed in previous years Capacity income prediction D: WIP (work in progress) levels Data Value of WIP at year end [ 2024 ] Value of WIP at year end [ 2025 ] Number of open files at year end [ 2024 ] Number of open files at year end [ 2025...
This presentation is aimed at law firms. It was created as a resource to support you in training managers to run appraisals. Training materials can be tailored. This training pack has been assembled in Power Point and is not available to download in Word from this page. Use the link below to download the Power Point presentation......
Name: Department: Date: [ State the reason for retaining this check sheet, e.g. Subject of client call ] Days Day 1 Day 2 Day 3 Day 4 Day 5 Total Categories [ Add category to record figures against, e.g. New client enquiry ] [ Add category to record figures against, e.g. Chasing for information ] [ Add category to record figures against, e.g. Need to speak to fee earner ] [ Add category to record figures against, e.g. Confirming an appointment ] [ Add category to record figures against, e.g. Complaint ] [ Add category ] [ Add category ] [ Add category ] Total......
Dear [ insert name of employee ] Re: Attendance review meeting I write to advise you that an attendance review meeting has been scheduled for [ insert date ] at [ insert time ]......
Overall billing target Target remarks Billable hours computation Fee earner [ insert fee earner ] [ insert fee earner ] [ insert fee earner ] [ insert fee earner ] [ insert fee earner ] Invoicing objective Hourly tariff Yearly hours necessary, assuming 100% of logged hours can be recovered Write-off rate for current year (% of logged hours not turned into invoiced hours) Yearly target for logged hours Daily logged hours target, presuming 46 weeks per year......
Note 1 For advice see Practice Note: How to conduct a first aid needs assessment. Also consult Precedent: First aid needs assessment...
This presentation is intended for law firms. It serves as a resource to support you in coaching your team on how best to prepare for appraisals and what to expect from the appraisal process. The materials are customisable. The pack is provided in Power Point and is not available for download to Word from this page. Please use the link below to download the Power Point file now......
Year: [ insert year ] All heads of department should complete the draft outline set out below. The aim is to have a finalised plan for each operational support department by [ insert deadline ]. Business support area [ State department, eg Facilities ] Manager responsible for the plan [ Insert name ] Supervising partner [ Insert name ] A: Review of previous 12 months [ Review the plan and provide remarks on achievements and work still to be done. ] Specific projects [ Note particular projects/developments and give a status update. Comment on the likely outcome and timescale to completion. ] Other successes/disappointments [ Indicate what has performed well and what has not over the past year. ] Networking links [ List the active networking links you have created or continue to maintain. ] Key events [ List key...
1. Does an attendance review meeting ( ARM) mean I’m being disciplined for my absence? No. An ARM isn’t disciplinary action and typically isn’t included in any disciplinary procedure. 2. What’s the purpose of an ARM? An ARM aims to talk through the health issues behind a high absence rate and consider steps that could support your wellbeing, lower your absences, and enable a safe return to work if you’re on long-term sick leave. 3. Will everyone in the firm have an ARM? The firm’s policy is to arrange an ARM when an employee has been away on long-term sickness beyond [ four weeks’ OR [ insert duration ] ] duration, or where there is a high level of sporadic absence adding up to more than [ four weeks OR [ insert duration ] ], where the absence stems from an underlying health problem. 4. Who will conduct my...
Name of organisation [ enter organisation name ] Name of post holder Line manager Employment type (full-time/part-time/contractor) If a contractor, contract length Primary location Remote/hybrid/office-based?......
Stage Questions Case study Create a sense of urgency How will staff recognise there’s a need to change? How will its significance be made clear? How will both near-term and longer-term gains be demonstrated? Set out: how much prospective new work is currently slipping away the effect that is having now and is expected to have going forward how greater volumes will make life better for secretaries and fee earners the potential outcomes if no changes are pursued Form a powerful guiding coalition Who will take charge? Who will make an open pledge to see it through? Who will guarantee the necessary resources? Who will sit in the core team steering the change? Who will ensure they collaborate effectively as one team? Will the coalition operate well across every area of the firm? JB, a partner, will head the project......
End of month 6 Hours recorded — Actual month: 85; Budget month: 100; Actual YTD: 540; Budget YTD: 600. WIP (£’000s) — Actual month: 55; Budget month: 45; Actual YTD: 55; Budget YTD: 45. Action required following discussion with supervisor Monthly and year‑to‑date hours are below target. Ensure all matter‑related time is fully logged; if there is not enough work available, discuss this with your supervisor. WIP is currently £10k ahead of budget......
Click to access an Excel copy of this first aid needs assessment Precedent. Introduction This document explains which aspects of our working practices have been reviewed, along with the hazards and risks considered, in respect of first aid provision. In Section A we summarise our organisational makeup and the principal first aid topics. Section B sets out the risks identified and the arrangements and controls we will put in place to manage and contain those risks. As a result of this assessment, our present first aid requirements have been determined and these are recorded in Section C. Responsibility The individual with overall responsibility for this assessment is [ insert name ]. Other persons with delegated first aid duties are: Name – Role [ Insert name ] – [ Insert details, e.g. first aider for ground floor ] [ Insert name ] – [ Insert...
A: General information Review date [ Insert date of review ] Reviewer(s) [ Insert name ] B: Review and findings Have you examined your first aid needs assessment? Yes/ No If not, outline any required amendments and ensure an action is logged in section C below to update your health and safety policy accordingly Has this review identified any remedial measures or other steps required to control or mitigate any risks?......
1 Persons involved Name of person needing first aid [ Enter name of injured person ] Job title/role (if employed) Status (if not a worker, e.g. client/customer/visitor) Injured person’s address 2 About the accident Date and time of incident Exact location (room/area) and site address Summary of events (if known) [ Describe how the accident happened, if known ] Witnesses [ List witness name(s) and address(es) ] 3 About the injury Injury description [ Insert details of the injury ] Affected body part(s) Severity: minor/moderate/severe/severe requiring hospital treatment First aid provided and first aider’s name Taken to hospital? Yes/ No Hospital details; if No, next destination (e.g. home/back to work) Reportable to the Health and Safety Executive? Yes/ No/ Not known If Yes, date referred to the organisation’s Health and Safety...
A: Gut feel Comments or observations Economy is strengthening. An upmarket supermarket will open locally, signalling broader confidence returning across the district in this area. Gut feel income prediction Our conveyancing department should gain from rising local home construction activity. A credible target is a 7% uplift versus the previous year......
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 ]...