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Office Procedures Manual - (inc. Lexcel, ISO, CQS & WICS)

The development of an office manual is considered best practice as it will set out the various processes and procedures that are adopted by the firm in a clear and coherent way for both the staff and external parties such as the SRA or Insurers, to understand the operation of the firm.

Whilst firms with Lexcel will have developed a manual those who do not have Lexcel may have chosen to develop a manual and if they have, the issue is often keeping this up to date. 

Find out more

For more information about our Compliance Services you can call us on 0203 911 9710 or you can email us at You can also download our Compliance & Regulation Services brochure by clicking on the link below.

How we help

We work with firms to create and maintain their office manuals, including firms with or without Lexcel and other quality kitemarks such as CQS, WIQS and legal aid franchises.

Our Office Procedures Services

The strategic Partner will help prepare firms for their annual assessments by Lexcel, WICS and CQS or where this is not a requirement for the firm, we will work with you to ensure that the office manual is a true representation of the processes adopted by the firm and that it is understood and kept up to date.

The overall process should include:

  • An office manual setting out the way in which the firm operates. This will include financial and operational processes
  • A risk and compliance manual setting out how the firm manages risk and compliance with regulations
  • An employee handbook, setting out how the firm managed the staff​

The development of these three core policies will provide firms with a clear statement of how the firms is run and managed and enable the firm to manage their staff in accordance with their requirements and demonstrate application of the policies.

Every firm is different and whilst there may be commonality of tasks and activity the documents generated must be bespoke and 100% relevant to the firms itself.

At The Strategic Partner we will work with firms to create, manage and maintain their policies and procedures. Whilst there may be some initial work to generate the required documents, once achieved the maintenance is an annual process which is cost effective and outsourcing ensuring that the task is completed, and the documents remain current.

We provide both packaged and individual solutions that directly add value into the firms we work with. You can download brochures on these services below:

Additional Compliance Services

For further details on each of the other compliance services we provide please click on the links below:

Codes of Conduct inc COLP & COFA   

Anti-Money Laundering 

Firm and File Audits

New Law Firm and ABS Applications 

Risk Management 

Complaint Management

Compliance Management Service

Compliance Administration Service   

SRA Investigations

Professional Indemnity & Renewals

Office Manual (inc quality kitemarks)

Drafting and Documents

Training and Development

Partnership & Shareholder Agreements

Succession & Exit

Closure of a Law Firm

Data Protection & GDPR


For more information about our Regulation and Compliance service you can call us on 0203 911 9710 or you can email us at


Let's talk about how we can help

Get in touch - call us on 0203 911 9710 or complete the form.
Tell us what you need or ask us a question, we'd love to discuss your business.

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