Manuals, Policies and Procedures
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Manuals, Policies and Procedures
We have developed over 20 years a comprehensive Office Procedures Manual (OPM) which meets the ever-changing requirements for the SRA Standards and Regulations and SRA Accounts Rules. Our OPM is updated as changes occur whether this be in the SRA Code of Conduct, AML Regulations or Quality Standards (CQS, Lexcel, and SQM).
We provide customisation services to your firm either as a Word Document for your own editing purposes or as an online cloudOPM where changes are dynamically updated as and when they occur.
Meets the requirements for SRA Standards and Regulations and in addition manages quality standards such as Law Society's Lexcel accreditation and the CPMS for Conveyancing Quality Scheme (CQS)
Has changeable dynamic documentation with full revision history
Enables you to have full control over all your compliance materials
Is editable so you can customise documentation tailored to your firm’s needs
Ensures that all your compliance materials are held in one central repository
Is a hosted cloud-based system, accessible 24/7 which ensures that everyone within the firm has access at all times to the latest versions of all compliance documents
Meets the requirements for Practice-Wide Risk Assessments (PWRAs), AML/CFT compliance with MLR 2017 regulations, Proliferation Financing Risk Assessments (PFRAs), and Sanctions Regime Risk Assessments (SRRA)
cloudOPM works on all browsers for PCs, Macs and Tablets