Legal Precedents

The training resources are adaptable. Use the links below to download the training presentation and speaker notes. Contents What is the EU GDPR?......

Environmental Targets for a Limited Partnership Agreement ( Stella & Flora’s Clause) ( The Chancery Lane Project) This provision sets out changes and supplements to the ILPA model Limited Partnership Agreement, enabling ESG matters to be examined, surfaced and factored into investment and valuation choices. Through these amendments and additions to the standard form, ESG issues can be investigated, raised and integrated into both investment analysis and pricing decisions. The Chancery Lane Project ( TCLP) created these sustainability terms as ‘ Stella & Flora’s Clause’, with links available on TCLP’s site below. For comprehensive direction on environmental targets within a Limited Partnership Agreement, please consult TCLP’s published clause. Please rely on TCLP’s clause for detail. TCLP is the code name for a concentrated, collaborative initiative of lawyers globally, creating contracts and template legislation to combat climate change. For further details, visit:...

This Agreement is entered into on the [ date ] of [ month and year ] between: 1 [ Name of Party ] of [ address ] (“the Discloser”) and 2 [ Name of Party ] of [ address ] (“the Recipient”). Recitals The Discloser claims legal professional privilege over each and every one of the Documents identified in the Schedule to this Agreement, and nothing contained in this Agreement shall reduce, limit, or otherwise affect the continuing force of that claim. By virtue of [ briefly state the nature of the common interest (“the Common Interest”) ], the Discloser shares a common interest with the Recipient and seeks to advance the Common Interest pursuant to this Agreement, whilst not waiving its legal professional privilege in the Documents. The Recipient acknowledges that the Discloser asserts, and will continue to assert, legal...

Precedent transparent sourcing of greener, fairer renewable energy clause This Precedent clause on transparent sourcing for greener, fairer renewable energy requires stakeholders within renewable energy technology supply chains to cut carbon emissions, lessen environmental impact, and put protections in place against modern slavery. Developed by The Chancery Lane Project ( TCLP) as ‘ Ayshe’s clause’, it is signposted on TCLP’s website below and remains accessible through that link. For in-depth guidance on transparent sourcing in renewable energy, please consult the clause supplied directly by TCLP. TCLP is the codename for a focused, collaborative effort by lawyers from around the world to create new contracts and model laws that help tackle climate change. For further details, visit: chancerylaneproject.org. Lexis+® is proud to support TCLP’s work......

This register was created in Excel, so it cannot be exported to Word. It is illustrative and completely editable within Excel, allowing you to tailor it to your organisation’s particular requirements. Purpose of an It enables you to collate, in one central place, the risks to your organisation linked to the use of artificial intelligence ( AI). You can also record how you plan to manage and monitor those AI risks, making it easier to keep track of any actions you have taken or still need to take......

This Agreement is entered into on the [ date ] of [ month and year ] between: 1 [ Name of Party ] of [ address ] (“the Discloser”) and 2 [ Name of Party ] of [ address ] (“the Recipient”). Recitals The Discloser claims legal professional privilege over each and every one of the Documents set out in Schedule 1 to this Agreement, and nothing contained herein shall reduce, modify, or otherwise affect that continuing claim. The Discloser intends to divulge the Documents to the Recipient on the terms of this Agreement without waiving its legal professional privilege in the Documents as against any other person or party, and solely for the limited purpose of [ state the purpose of the disclosure to the Recipient without indicating any confidential information ]. The Recipient acknowledges that the Discloser asserts, and will...

Dear [ insert name ], [ insert details of property and lender’s reference ] At this point in your matter, we consider it prudent and in your best interests for [ insert name of borrower ] (the ‘ Borrower’) to obtain [ insert type of insurance—eg defective title ] in respect of [ insert description of the property ] (the ‘ Property’). You will benefit from this cover because [ describe how lender benefits—eg under the standard terms, as co-insured etc. ]. This is something we have already discussed, and you have confirmed that the Borrower will arrange the insurance accordingly. The Borrower will purchase the policy from [ state name of insurance provider ] [ and you have authorised us to disclose relevant personal data and information to them for this purpose ]. [ Name of firm acting for lender ] will not be...

This deed is dated the [ INSERT DAY ] of [ INSERT MONTH AND YEAR ]. Parties The persons whose particulars are set out in the Schedule (the Indemnifiers); and [ Insert names of the Joint Liquidators ] of [ insert name and address of the Joint Liquidators’ firm ] (the Joint Liquidators) BACKGROUND [ Insert name of the company ] (the Company) was incorporated in England and Wales under company number [ insert number ]. [ Insert names of the joint liquidators ] are to be appointed as Joint Liquidators of the Company (the Appointment) by the members via written resolution. In consideration of the Joint Liquidators accepting the Appointment, the Indemnifiers agree to indemnify the Joint Liquidators, together with the members and employees of the Joint Liquidators’ firm, in the manner set out herein......

Supply Chain Emissions Scorecard This Precedent sets out a Supply Chain Emissions Scorecard used in commercial negotiations, framing sustainability performance as a shared endeavour, boosting visibility of a supplier’s climate action through a rigorous reporting structure, and allowing contracting parties to pinpoint how far they have progressed towards their sustainability obligations. The sustainability clauses were developed by The Chancery Lane Project ( TCLP) as ‘ Maria’s Scorecard’ and are available via TCLP’s website below. For fuller guidance on applying supply chain emissions in commercial negotiations to prioritise sustainability, please consult the TCLP clause. TCLP is the code name for a targeted, collaborative initiative of lawyers worldwide creating new contracts and model legislation to help tackle climate change. For further details, see: chancerylaneproject.org. Lexis+® is proud to support TCLP’s work......

This Precedent serves as a due diligence questionnaire, inviting prospective suppliers to share details on a broad spectrum of climate change-related matters that extend past typical queries......

Precedent on Sustainable Soil Management Obligations This Precedent on Sustainable Soil Management Obligations comprises a suite of soil stewardship commitments enabling businesses to oversee their dependence on soil, its functions, and associated ecosystem services. The wording is readily adaptable for other uses that lessen overall climate impacts......

Information gathering sheet for NCA SAR Portal When lodging a Suspicious Activity Report ( SAR) through the National Crime Agency ( NCA) SAR Portal, there are nine core sections to complete. This information gathering sheet helps you assemble the details required for each part, and includes a closing section to note actions and information after submission. It should be completed by the person making the external SAR. General details Internal SAR reference: [ Insert internal SAR reference number ] Client name: [ Insert client name ] Date: [ Insert date ] Client/matter reference: [ Insert client/matter reference number ] Internal SAR submitted by: [ Insert name of person who submitted the internal SAR ] Person handling the internal SAR: [ Insert name of person dealing with internal SAR ] Date internal suspicious activity report...

1 Introduction 1.1 This policy explains how [ enter name of organisation ] (the Company) will handle requests from employees for leave to receive fertility treatment, or to support a partner undergoing such treatment. 1.2 The term ‘fertility treatment’ covers a wide range of medical procedures and interventions designed to help individuals or couples experiencing difficulties in conceiving a child. Options span from taking medication that enhances fertility to more advanced procedures such as in vitro fertilisation ( IVF) treatment. IVF usually includes stimulation of the ovaries to develop eggs, retrieval of those eggs under sedation (the ‘follicular puncture’), fertilising them, and subsequently the transfer of an embryo to the woman’s womb. 1.3 Currently, the law provides no general right to time off for fertility treatment (or to accompany a partner). Nor is there dedicated legal protection currently for those undergoing such treatment. However, a woman...

This Agreement is entered into on [ date ]. Parties [ insert name of Customer ], [ of OR trading as [ insert trading name ], or a company incorporated in [ England and Wales ] under number [ insert registered number ], whose registered office is at [ insert address ] ] ( Customer); and [ insert name of Vendor ], [ of OR trading as [ insert trading name ], or a company incorporated in [ England and Wales ] under number [ insert registered number ], whose registered office is at [ insert address ] ] ( Vendor). Each of the Vendor and the Customer is a party, and together they constitute the parties. Background The Vendor conducts the business of developing, manufacturing, and selling [ description of applicable products ] and provides related inventory management services. The Customer seeks to purchase [...

1 AI project overview 1.1 Project aims and benefits Project overview [ Provide a concise synopsis of the project ] Intended outcomes [ Set out what the project is designed to accomplish ] Success measures [ Insert ] Expected advantages for the organisation, people and/or other stakeholders [ Describe expected advantages for the organisation, people and/or other stakeholders (including, where relevant, the broader public) ] 1.2 DPIA screening Result of DPIA screening—refer to Appendix 1 ☐ DPIA required under the GDPR ☐ DPIA not required under the GDPR, but undertaken voluntarily ☐ DPIA not required under the GDPR and no DPIA will be carried out—[ explain why a DPIA is unnecessary ] 2 AI tool and provider AI tool name [ Insert ] Purpose of the AI tool [ Insert a brief explanation of what the AI tool is intended to do, noting if your planned use aligns with this ] AI...

Contents This Agreement is entered into on [ date ]. Parties [ Insert name of Contractor ] ( Company Registration No. [ insert number ]), with its registered office at [ insert address of Contractor ] (the ‘ Contractor’, a term that includes all permitted assignees or other transferees pursuant to this Agreement); and [ Insert name of Sub- Consultant ] ( Company Registration No. [ insert number ]), whose registered office is at [ insert address of Sub- Consultant ] (the ‘ Sub- Consultant’). background WHEREAS ( A) [ Insert name of Employer ] ( Company Registration No. [ insert number ]), whose registered office is at [ insert address of Employer ] (the ‘ Employer’), has executed or intends to enter into a contract with the Contractor (the ‘ Building Contract’) for designing and constructing [ insert brief description of the project ] at [...

Precedent training presentation This Precedent training deck serves as a practical tool for educating your team on applying artificial intelligence ( AI) at work. It clearly outlines, in plain terms, what AI means and the key categories of AI, including generative AI. It also details the organisation’s core AI principles (see Precedent: Responsible AI principles), together with a summary of both the advantages and potential risks associated with using AI in the workplace......

STOP PRESS: Abolition of non-dom regime and introduction of residence-based IHT regime The Finance Act 2025 ( FA 2025), granted Royal Assent on 20 March 2025, brings in legislation to scrap the remittance basis of taxation and introduce a residence-based system, effective from 6 April 2025. FA 2025 also replaces domicile as the primary factor in determining liability to inheritance tax. Further updates include revisions to the rules for excluded property status, the removal of protected settlements status for offshore trusts, and adjustments to overseas workday relief. For further detail on these reforms, see Practice Notes: The abolition of the remittance basis of taxation from 2025–26 and A new residence-based regime for IHT from 2025–26. See also Finance Bill Tracking Service: Key dates ( Finance Bill 2025) and Finance Act 2025. [ Your ] Will—[ name of testator ]—[ explanatory note ] This [...

This Agreement is entered into on [ date ] Parties [ insert name of Saa S Supplier company ], a company registered in [ England and Wales ] with company number [ insert registered number ], whose registered office is at [ insert registered office ] (the Saa S Supplier); and [ insert name of reseller company ], a company registered in [ England and Wales ] with company number [ insert registered number ], whose registered office is at [ insert registered office ] (the Reseller). Each of the Saa S Supplier and the Reseller constitutes a party, and collectively the Saa S Supplier and the Reseller are the parties. Background ( A) The Saa S Supplier intends to appoint the Reseller as an authorised reseller for certain of its online software applications within the United Kingdom. ( B) The...

This document offers a straightforward overview of key terms you might encounter in relation to artificial intelligence ( AI). If you would like additional clarification or guidance on any other terminology, please contact [ state who ] Agentic AI AI systems composed of agents that can act and interact independently to fulfil their goals. Artificial intelligence There is no single agreed definition of artificial intelligence ( AI). In general, it refers to machines—usually computer systems—replicating human intelligence. AI tool or AI system Software and computing systems that emulate human intelligence. AI tools can learn, solve problems, make decisions, and interpret language. In contrast, non- AI, pre-programmed tools typically follow the same set of rules each time unless a human changes those rules. An AI tool can learn and adapt without human involvement......