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Process & Document Drafting

Setting out the way in which a firm operates in a series of policies, procedures, and documents is essential for all law firms, due to the level of industry regulation that applies to their management and supervision.

Failure to have a suite of documents that reflects how a firm works and directs its staff on their responsibilities is a failing on the part of a firm and one which exposes the firm to criticism by the SRA and potentially the firm’s Professional Indemnity Insurers.

Such documents must be reflective of what happens in practice, rather than using a template that introduces working practices which do not reflect the reality of the firm’s internal workings.

The document drafting solutions we offer are provided in consultation with the firm and cover a range of documents, from client care packs to complex processes and policy management.

Law Firm Compliance

Bespoke Document Drafting Service

Law 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 and to make sure that they are monitored and maintained in practice day-to-day.

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. We work in consultation with the firm and will provide documents that are required by the individual firm.

The Strategic Partner provides quality and bespoke document drafting in consultation with the firm and can incorporate a range, from single documents perhaps relating to Client Care, through to a more complex series of documents, such as Risk and Compliance and Anti-Money Laundering.

If you are a firm that believes your documented processes are out of date, our solutions accelerate the attaining of the required regulatory standards and are always delivered in consultation with the firm, and therefore bespoke to that firm.

Expert Process and Procedures Drafting

The market is awash with prewritten template documents that some firms will adapt to circumvent a lengthy 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 how the firm operates in practice and result in a mismatch between the written documents and reality.

To prevent this from occurring, The Strategic Partner will work with firms to generate bespoke documents that are a true reflection of how they operate, and we will help establish best practices and implementation of any changes so that the policies match reality.


Our document drafting service includes

  • Risk and Compliance documentation
  • Client Care Documents
  • Office Manual
  • Accounts and Finance Manual
  • Employee Handbook
  • Performance Management Processes
  • Business Continuity Plans
  • Data Protection and GDPR
  • Lexcel/SQM applications, pre-audits and renewals
  • CQS/WIQS application and renewals

Is your firm compliant?

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Contact our Compliance or Consultancy Team

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