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Documents & Drafting  - Law Firm Processes and Procedures 

processes and procedures document draftingLaw firms operate in a highly regulated environment and as a result the best and only way to manage and control the way in which the firm operates is to record and document the processes and procedures adopted by the firm.

At the Strategic Partner we work with firms to ensure they have documentation that is bespoke to them and reflects what they do in practice. The market is awash with prewritten template documents that some firms will adopt to short circuit the drafting process. Such an approach will not always be appropriate as whilst there may be some commonality of processes and procedures adopted by law firms there will be differences.

Adopting standard template documents can inadvertently change the way in which the firm operates in practice and result in a mis match between the written documents and the reality. To prevent this from occurring The strategic Partner will work with firms to generate bespoke documents that are a true reflection of how the firm operates and we will help establish best practice and implementation of any changes so that the reality and the policies match.

For more information about our Document Drafting Services you can call us on 0203 911 9710 or you can email us at

Our drafting services include:

  1. Risk and Compliance documentation
  2. Office Manual
  3. Finance Procedures
  4. Client Care Documents
  5. Employee Handbooks
  6. Performance Management Processes
  7. Website wording including transparency
  8. Business Continuity Plans
  9. Data Protection and GDPR
  10. Lexcel Applications and renewals
  11. CQS/WIQS application and renewals
  12. SRA Applications
    • · New firm Applications
    • · Restructuring Applications
  13. Business Plans and Strategy Documents

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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