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Solicitors Office Procedures Manual

Clear, up-to-date procedures to run your firm effectively and compliantly

An Office Procedures Manual is the cornerstone of good practice for law firms. Although the Solicitors Regulation Authority (SRA) doesn’t mandate a manual, having one is widely recognised as best practice and essential for firms seeking Lexcel, CQS or SQM accreditation, and for creating a robust risk and compliance framework.  

Clear, up-to-date procedures to run your firm effectively and compliantlyWhy Your Firm Needs a Procedures Manual

Why Your Firm Needs a Procedures Manual

A comprehensive manual ensures everyone in your firm knows how the business operates, what policies are in place, and how to follow them. Without consistent, accessible policies and procedures, it’s hard to manage risk, deliver excellent client care, or stay compliant with regulatory standards.

Tailored for All Practice Types

The Infolegal Office Procedures Manual is available in formats suited to:

  • Sole principals and
  • Partnerships and multi-person firms

Each version gives you a ready-to-adopt structure that can be edited and expanded as your firm evolves.  

The Manual is compliant with Lexcel, the Conveyancing Quality Scheme (CQS) and also with the various legal aid requirements including the Specialist Quality Mark (SQM) and the Legal Aid Agency’s Standard Contract Terms 2017 (Crime) and 2018 (Civil). The InfoHub also shows where a particular section of the Manual corresponds with the various standards.

What’s Inside

The Infolegal Office Procedures Manual brings together all the key elements a law firm needs to manage its compliance and operations confidently:

  • Risk Management & Compliance Controls
  • Client Care, Complaints & File Management
  • Anti-Money Laundering (AML) & Financial Crime Procedures
  • Data Protection, Cybersecurity & Information Governance
  • SRA Accounts Rules & Finance Procedures
  • Equality, Diversity & Professional Conduct
  • Health & Safety and Office Procedures
  • Policies and Standards aligned with Lexcel/CQS
  • Appendices with Templates & Precedent Documents

The Manual is supplemented by a wide range of editable documents—business plans, data protection notices, complaints procedures, and more—ready to integrate into your firm’s workflows.

The Infolegal Office Procedures Manual brings together all the key elements a law firm needs to manage its compliance and operations confidently

Easy to Use, Easy to Maintain

The Manual can be used as a hard copy, stored on a shared drive, or hosted on your firm’s intranet or Infolegal InfoHub. It’s structured so that policies, procedures and templates are easy to find, update and implement.  The Manual is written in an easy to read style so that staff are not put off finding out what the firm requires of them in the various areas.  We take the view that a manual which is not regularly consulted might as well not exist!

Stay Current with Regulatory Change

Infolegal keeps the Manual up to date so your procedures remain aligned with changes in law and regulation. This ongoing revision makes it a living compliance tool—not just a reference document that gathers dust.  

Updates are shown in track changes format so that those firms that have adopted an earlier version can easily make changes to keep it current and up-to-date.

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