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EFIS 90, November 2011 : Lexcel Office Procedures - Law Society

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Oyez now offer three new sets of Lexcel forms as part of your subscription.

These forms have all been adapted from the Law Society's new series of Lexcel toolkits, published in May 2011, which have been designed to help law firms to formulate and implement effective procedures that comply with the Law Society's practice management standard.

The additional forms cover the following areas:

Client Care (CC): These forms are drawn from the Lexcel Client Care Toolkit (2nd Ed) which assists firms in developing a client care policy.

Risk Management (RM): These forms are drawn from the Lexcel Risk Management Toolkit which enables firms to develop procedures to identify, mitigate and manage risk.

People Management (PM): These forms are drawn from the Lexcel People Management Toolkit which assists firms in implementing effective procedures for the recruitment, retention and development of staff.

All forms can be used immediately.

Forms affected

CC1 Equality and Diversity Monitoring Form New/Amended
CC2 Complaints Management Checklist New/Amended
CC3 Complaint Register New/Amended
CC4 Client Complaint Form New/Amended
CC5 Client Satisfaction Survey New/Amended
CC6 File and Case Management Checklist New/Amended
RM1 File Summary Sheet New/Amended
RM2 Risk Referral Form New/Amended
RM3 File Review Checklist New/Amended
RM4 File Review Corrective Action Form New/Amended
RM5 Risk Data Analysis Form New/Amended
RM6 Staff Suggestion Form New/Amended
PM1 Training Request Form New/Amended
PM2 Training Evaluation Form New/Amended
PM3 Induction Policy and Checklist New/Amended
PM4 Personal Development Plan New/Amended
PM5 Performance Review New/Amended

Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.