Featured documents
Legal professional privilege (LPP) is a core legal protection that permits [ insert organisation’s name ] to resist producing evidence to a third party or the court. It enables the organisation to seek expert legal guidance, setting out all pertinent facts to our legal advisers without concern that they will later be revealed and used against us. This short guide sets out what legal professional privilege (LPP) is and how we can best preserve it. 1 What is legal professional privilege? LPP is an umbrella term covering: legal advice privilege (LAP) litigation privilege LPP safeguards the confidentiality of written and verbal communications between lawyers and clients. It is a fundamental entitlement, allowing a party to withhold material from disclosure to any third party or a court. Legal advice privilege Legal advice privilege applies to all confidential communications between a client and their lawyer made for the
Please click to access the Precedent. Please note this register has been created in Excel, and therefore it cannot be downloaded into Word. For detailed guidance on completing a legal risk register, see Practice Note: How to create a legal risk register. However, a concise summary is set out briefly below. What is a legal risk register? A legal risk register is a means of gathering and overseeing all legal risk information in a single location. To produce an effective and reliable register, you must first determine the legal risks your organisation encounters. Understanding your organisation’s risk appetite is also highly advantageous. The register then lets you classify each risk appropriately, assign a score to it, and choose mitigation measures and actions. Separate Precedents exist for a general risk register and for a privacy risk register-see Precedents: Risk register and Privacy risk
[ To be printed on the headed paper of the lender’s lawyers ] To: [ insert name and address of Lender ] [ insert date ] Dear [ insert name of Lender ] [ Matter name/reference ] We have served as English law counsel to [ insert name of lender ] (the Lender) in relation to the provision of finance to [ insert name of borrower, company number and registered office ] (the Borrower) comprising a [ term loan and revolving credit facility ] [ describe facilities ] of £[ insert amount ] (the Transaction), and to the negotiation, drafting, execution and completion of the documents specified in Schedule 1 (Documents examined), Paragraph 1 (Opinion Document) (the Opinion Document). We deliver this opinion letter to you, the Lender, pursuant to [ Schedule 2 ] (Conditions Precedent) of the facility agreement between the Lender and the Borrower dated [ insert date ]
[ Headed notepaper of law firm issuing the opinion ] [ insert name and address of Lender ] [ insert date ] Dear [ insert name of Lender ] Facility Agreement dated [ insert date ] made between [ insert name of lender ] (the Lender) and [ insert name of borrower ] (the Borrower) (the Facility Agreement) We refer to clause [ insert number of clause which requires delivery of legal opinion ] of the Facility Agreement, which requires the delivery of a legal opinion. This opinion is provided in satisfaction of that requirement. Unless expressly defined in this opinion, terms defined in the Facility Agreement carry the same meanings when used herein. This opinion is governed by English law and is subject to the exclusive jurisdiction of the courts of England. 1 Background 1.1 This opinion concerns the English law aspects of a transaction (the
Most recent Precedents
IN THE HIGH COURT OF JUSTICE [ [ SPECIFY DIVISION ] ] [ [ INSERT LOCATION ] DISTRICT REGISTRY ] FATAL MESOTHELIOMA CLAIM Claim No: [ insert number ] Between: C ( EXECUTRIX IN THE ESTATE OF [ name of deceased ] ( DECEASED)) Claimant -and- D LTD Defendant PARTICULARS OF CLAIM The claimant acts as executrix of the estate of [ name ] (‘the deceased’). A grant of probate was issued by the Ipswich Probate Registry on [ date ]. She brings these proceedings on behalf of the estate pursuant to the Law Reform ( Miscellaneous Provisions) Act 1934, and for the deceased’s dependants under the Fatal Accidents Act 1976. The deceased was employed by the Defendant at its garage in [ town ], working first as a mechanic and thereafter as a panel beater and welder, from 1960 until 2005. The...
Claim Number: [ insert number ] IN THE HIGH COURT OF JUSTICE KING' S BENCH DIVISION Claim for Fatal Mesothelioma BETWEEN: [ name of Claimant ] Claimant (acting as Personal Representative of the estate of [ insert name ], Deceased) -and- B COMPANY LTD Defendant PARTICULARS OF CLAIM The claimant The claimant is the widow of [ name ] and serves as the personal representative of that estate (‘the deceased’). The claimant issues this claim for the estate under the Law Reform ( Miscellaneous Provisions) Act 1934, and for herself, as the deceased’s dependant widow, under the Fatal Accidents Act 1976......
In the High Court of Justice [ [ SPECIFY DIVISION ] ] [ [ INSERT LOCATION ] DISTRICT REGISTRY ] Claim No: [ insert number ] Between: C ( Widow and executrix of the Estate of [ name of deceased ] (deceased)) – Claimant and D LTD – Defendant Defence Unless stated otherwise, the paragraph numbers used in this Defence correspond to the paragraph numbers in the Particulars of Claim dated [ insert date ]. Paragraphs 1 and 2 of the Particulars of Claim are admitted, subject to inspection of the grant of probate. In relation to paragraph 3 of the Particulars of Claim, the Claimant is required to prove both the identity of the deceased’s employer and the length of the alleged employment with the Defendant; save that the Defendant admits that the HMRC employment schedule records the Defendant as the deceased’s employer from 1961 to 1967. Otherwise, the...
End of month [ insert month ] Chargeable hours logged: 85 actual versus 100 budget; YTD 540 actual versus 600 budget. Work in progress (£’000s): 55 actual against 45 budget; YTD 55 actual against 45 budget. Fees invoiced (£’000s): 10 actual compared to 15 budget; YTD 75 actual compared to 90 budget. Realisation rate: 88% actual versus 85% budget; YTD 81% actual versus 85% budget. Debtors (£’000s): 20 actual against 30 budget; YTD 20 actual against 30 budget. Cash collected (£’000s): 82 actual compared with 90 budget; YTD 82 actual compared with 90 budget. Figures set out the month’s position alongside the budget, with year-to-date performance shown in parallel......
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......
Popular documents
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 ]...
Discover more from LexisNexis
