The Looking to the Future commentary, available in the reference materials folder of the matter plan, has been updated to include recent legislative changes and new bills. Read more...

The matter plans in each guide have been reviewed to give a practical flow to matters and ensure that documents are in the right place for easy location and use. Read more...

The client care and terms of business document is often neglected in firms, and getting a signed copy onto the file can be a source of worry and risk. We have streamlined this process by creating some simple documents which are easy to create, use, understand and sign. And, of course, we keep them up-to-date and fresh. Read more...

At By Lawyers, we believe that matters are more than checklists and simply ticking boxes doesn’t get the job done. But there are times when an easy way to see where the file is up to, allowing others in the office to quickly pick up the threads, is essential. Our To do lists help to manage risk, guide the unfamiliar, and ensure nothing is missed. We have recently carried out a full and thorough review of the To do lists to provide consistency of language and format. This makes them easier to read, easier to complete and easier to keep updated. If you have any comments or suggestions about the changes, do please let us know.

The new Data Protection and Privacy publication discusses the rapidly evolving area of data protection law since the General Data Protection Regulation (GDPR) and Data Protection Act came into force in 2018. Read more...

Following a recent in-depth author review, commentary on Legal Aid tendering, cybercrime prevention and business continuity planning have been enriched. Read more...

The recent decision to change the name of this folder to General Deeds, Agreements, Statements, Declarations, Consents & Execution Clauses grants the opportunity to highlight its usefulness once again. Read more...

We have removed the link to Dealing with Brexit legal issues from the top of the matter plans as the changes are no longer urgent. The publication remains in the Reference Materials folder of the Practice Management guide for reference.

In the light of the UK Government’s Living with COVID-19 plan the Dealing with legal issues during COVID-19 publication has been amended and updated. This helpful resource can be found at the top of every matter plan and covers a wide range of issues.

We have published a new article on Using Retainer Instructions which we hope By Lawyers users will find helpful.

Following some recent user feedback, the File Closing Checklist has been re-organised to enhance the logical sequence of the precedent. By grouping the items for review such as matter considerations, finance considerations, and file logistics, the improved layout will assist practitioners to complete these very important forms as part of their risk management strategy

Many quality schemes, including LEAP’s own ‘Best Practice Scheme’, require firms to obtain feedback from clients. We recognise that this is often dealt with by way of a survey platform and there is space in the Firm Details table for a feedback weblink to be listed. This link now drops into the By Lawyers letters to clients finalising matters, if the firm has the link set up.

We have published a new commentary, A summary of the key obligations of the Anti-money laundering guidance for the legal sector which sets out the essential information that practitioners need to know to ensure that they comply with the requirements of the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017. The new commentary can be found in the Compliance requirements folder on every By Lawyers matter plan. The goal of By Lawyers is take the intimidation out of the law and ensure that our clients enjoy practice more. As a result, all By Lawyers commentaries are published with a focus on providing a sensible appreciation of law and practice in England and Wales.

In accordance with the recent approval of a new Practice Direction 57AC promoting and enforcing best practice during the preparation of witness statements, the general precedent Witness Statement – Civil matters has been amended to include the new required wording. This can be found in the C. Blank Deeds, Agreements, Statements, Declarations, Consents & Execution Clauses folder which is on every matter plan. The wording is required in all witness statements which are signed on or after 6 April 2021 and are for trials in the Business and Property Courts. We are including the changes now so that practitioners are able to plan ahead and prepare their witnesses accordingly. Comments and feedback are always welcomed.

As practitioners may be aware, the Financial Services Compensation Scheme increased the length of time that temporary high balances were protected in bank accounts from 6 months to 12 at the start of the coronavirus pandemic. This protection has been reduced to 6 months again from 1 February 2021. The Practice Management guide has been amended accordingly.