Process and Document Drafting

The setting out of 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 regulation that applies to law firms, their management and supervision.

Failure to have a suite of documents that reflect how a firm works, directs their staff on their requirements and allowed external parties such as a regulator or an Insurer, is a failing on the part of a firm and one which exposes the firm to criticism.

It is also important for these documents to be reflective of what happens in practice and reflects rather than using a template, a document that introduces working practises that are not reality.

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

The Strategic Partner provides quality and bespoke document drafting from single documents such as 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If you are a firm that believes your document processes are out of date or you know they are out of date, our solutions accelerate the attaining on the required standards and will all be delivered in consultation with a firm and therefore bespoke to that firm.

Find Out More

For more information about our Process and Document Drafting service you can call us on 0203 911 9710 or you can email us at info@thestrategicpartner.co.uk

Bespoke Document Drafting

Quality and bespoke document drafting from single documents such as client care, through to a more complex series of documents such as a risk and compliance suite.

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.

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.

Expert Process and Procedures Drafting

Quality and bespoke document drafting from single documents such as client care, through to a more complex series of documents such as a risk and compliance suite.

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.

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 adapt 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 how the firm operates in practice and result in a mismatch 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 they operate and we will help establish best practice and implementation of any changes so that the reality and the policies match.

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 Applications and renewals
  • CQS/WIQS application and renewals

Enquiries

For more information about our Process & Document Drafting service, you can call us on 0203 911 9710 or you can email us at info@thestrategicpartner.co.uk.

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