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Office Procedures Manual

At the heart of the Infolegal Compliance Hub is the Solicitors Office Procedures Manual.

 

Available in three formats to meet the needs of firms, sole practitioners and sole principals, the Office Procedures Manual is published in association with Professional Compliance Publishing and it is available to all Infolegal subscribers to download, adapt and amend as the firm requires.

 

It is currently supported by a manual dealing with GDPR compliance that is also available in sole practice and firm versions.

The Manual has been designed to enable you to deal with the majority of your compliance needs from one easy-to-use source.

 

Whatever your type or size of practice, the ‘mix and match’ approach adopted by the manual will enable you to address any or all of the following:

  • The SRA Code of Conduct 2011 and other key elements of the SRA Handbook,
  • The Law Society’s Lexcel quality standard,
  • The procedural elements of the Law Society’s Conveyancing Quality Scheme,
  • The Specialist Quality Mark (2012 edition), and
  • The Legal Aid Agency’s contract – for Crime, Family and Civil.

Since it was first published in 2012 the Solicitors Office Procedures Manual has helped many hundreds of law firms to develop or update their practice manuals and compliance documentation. The Manual has also been widely used for the policies and processes required in applications to the SRA for authorisation as new practices.

 

More than just a one-off purchase, the Manual is now a complete updating package and it is kept up to date so that firms can amend their own manuals to keep up-to-date with changes in both the law and regulation.

 

Subscribe to Infolegal to download the template policies, procedures, forms and precedents, also the various checklists showing how you meet all the obligations you are subject to and regular updates to alert you to the need to update your manual as soon as changes are announced.

Three Versions Available

The Solicitors Office Procedures Manual is available in three separate versions.  They are:

  • sole practitioner (i.e. those who practise completely on their own without colleagues or associates),
  • sole principals (i.e. have at least one colleague/employee), and
  • firm (i.e.those where there are at least two partners or directors).

and is available to download as a Word or PDF file.

What the Office Procedures Manual Covers

The Manual can be used as a conventional hard copy document, made available to the firm through a shared drive, or uploaded onto your firm’s intranet.

 

Key topics within the manual include:

  • Risk management,
  • Client care and complaints management,
  • Equality and diversity,
  • Conflicts of interests,
  • Compliance with the SRA Accounts Rules 2011,
  • Data and information management in the light of GDPR, and
  • Money laundering, mortgage fraud and other aspects of financial crime compliance.