Lexcel Small Practice Toolkit

The Law Society (Autor)

Media-Kombination

160 Seiten

2012
The Law Society
978-1-907698-42-2 (ISBN)

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This new toolkit will help any small practice to improve its policies and procedures. It is specifically designed to meet the needs of smaller practices aiming to comply with the requirements of new Lexcel Version 5. Including policies specifically designed or adapted with the needs of small firms in mind, the toolkit covers all sections of the Lexcel standard, including risk management, client care, people and financial management. It contains policies on outsourcing and social media and a new procedure on the use of experts. All of the documents are provided on the book's accompanying free CD-ROM, enabling you to customise them as needed, saving your practice time and money.

Section 1: Risk management policy; Outsourcing policy; Monitoring of outsourcing form; Equality & diversity policy and Health and safety policy. Section 2: Recruitment plan and Business continuity plan. Section 3: Time recording procedure; Client billing procedure and Financial transaction procedure. Section 4: Information management policy; E-mail policy; Internet access policy; Social media policy and central register. Section 5: Recruitment procedure; Training evaluation procedure and form; Training and development policy; Training plan. Section 6: Risk register; Compliance plan; Risk assessment sheet; Generic risk list; Conflict of interest policy; Active supervision procedures; File review checklist and Financial crime procedures. Section 7: Client care policy; Complaints procedure and referral policy. Section 8: Acceptance/declining procedure; File summary sheet; File closing sheet and Procedure for the use of experts

Erscheint lt. Verlag	31.12.2012
Verlagsort	London
Sprache	englisch
Maße	172 x 246 mm
Themenwelt	Recht / Steuern ► EU / Internationales Recht
Themenwelt	Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Berufs-/Gebührenrecht
ISBN-10	1-907698-42-6 / 1907698426
ISBN-13	978-1-907698-42-2 / 9781907698422
Zustand	Neuware