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Office and Accounts Manuals

The development and maintenance of office and accounts manuals provide firms with a clear statement of how the firm operates and identifies and sets out key processes and systems.

The issue with such manuals is that unless they are actively managed, they can often become out of sync with the day-to-day practices within the firm.

Our service involves developing an understanding of the firm and its working practices, drafting and delivering office and/or accounts manuals that reflect the way in which the firm works, and then working with the firm on an ongoing basis to ensure the manual remains up to date at all times.

The development of office and accounts manuals is considered the best practice for all law firms. These manuals will set out the various processes and procedures adopted by the firm in a clear and coherent way, for both staff and external parties, such as the SRA or PI Insurers, to understand the operation of the firm.

A task that can seem difficult and time-consuming can be made easier with expertise and knowledge of how to approach, create and maintain these documents. At The Strategic Partner, we have designed a bespoke solution that takes away the complexity and the burden of drafting these manuals and delivers a simplified and cost-effective outsourced solution for firms of all types and sizes.

Law Firm Compliance

The Service

The Strategic Partner works with firms to create and maintain their office manuals, including firms with or without Lexcel and other quality kitemarks such as CQS, WIQS and SQM.

Whilst firms with Lexcel or SQM will have developed a manual, and other firms may also already have a manual, the issue is often keeping it up to date. In the ever-changing regulatory landscape, manuals can quickly become out of date.

In addition to helping a firm draft bespoke office and/or accounts manuals for the first time, we will also work with firms to update any existing manual, providing appropriate guidance on best practice as necessary.

The Strategic Partner can also help prepare firms for their annual assessments by Lexcel, WIQS, or CQS, or 3-yearly SQM audit.

We work with you to ensure that the bespoke office and/or accounts manuals are a true representation of the processes adopted by the firm and that it is understood by staff and kept up to date.

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Office and Accounts Manual Service

  • Developing either or both an office manual/accounts 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 manages the staff.

The development of these three core manuals will provide firms with a clear statement of how the firm is run and managed and will also form the cornerstone of a firm’s approach to risk and compliance.

Every firm is different and whilst there may be a commonality of tasks and activity, the documents generated must be bespoke and 100% relevant to the firm 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 required from you to help us to generate the required documents, once achieved the maintenance is an annual process that is cost-effective, whilst ensuring that the task is completed and the documents remain current.

For more information on our Office and Accounts Manuals services, you can call us on 0203 911 9710 or you can email us at info@thestrategicpartner.co.uk, or make an online enquiry.

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