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Committed to creating intelligent software customised to meet the needs of legal professionals, LEAP employs a dedicated team of specialist developers who present innovative AI solutions to automate routine tasks, simplify document management, and enhance decision-making, allowing lawyers to do what they do best - practise law.
CONTACT US
www.birminghamlawsociety.co.uk
info@birminghamlawsociety.co.uk
Tel: 0121 227 8700
Office 292, 2nd Floor, The Lewis Building, 35 Bull Street, Birmingham, B4 6AF
Twitter: @bhamlawsociety Insta: @birminghamlawinsta
Editor: Jonathan Fraser. Editorial enquiries to jon@fu-media.co.uk
Residential Leaseholds- The New Law
30. Legal Software - To Swap or Not To Swap
To advertise your business to Birmingham Law Society members call Fraser Urquhart Media on 0116 2533445 or you can email jon@fu-media.co.uk or kevin@fu-media.co.uk
PRESIDENT’S LETTER
Welcome to the latest edition of the Birmingham Law Society Bulletin.
As we navigate through a busy summer filled with numerous commitments and activities, it can sometimes be challenging to find a moment to pause and reflect. In this Bulletin, I therefore invite you to take a brief respite from your schedules to acknowledge the fantastic events that have taken place over the last couple of months, the collective strides we have taken as a society, and the foundations we must continue to lay for the future, and also to take a moment for yourself to reset and recharge.
There is much this summer that merits positive reflection. On 7 June, I had the opportunity to host my President’s Dinner at the University of Birmingham Great Hall, the very place that I graduated from a decade ago. The evening was marked
by exciting conversations, an inspiring speech from Jess Phillips MP and a renewed sense of purpose and unity within our local profession. The Great Hall, steeped in memories and history for many of our members, provided the perfect backdrop to honour our shared journey and set our sights on future endeavours. I was extremely proud to address members in such a wonderful setting and to welcome local dignitaries as well as international guests.
On 14 June, I travelled to Luxembourg for the rentrée of the Luxembourg bar and junior lawyers’ division. My visit underscored the importance of global perspectives in our ever-evolving profession and highlighted opportunities for collaboration and growth. I very much hope that our relationship with the Luxembourg bar can become a valuable connection that can be nurtured and
developed in the years to come.
On 7 July, we hosted the first ever Birmingham Law Society Sports Day at Harborne Cricket Club to bring together our members and sponsors for a fun-filled afternoon of relaxed games and friendly competition, and to promote the importance of maintaining positive mental health and wellbeing. On 25 July, we enjoyed a highly successful Summer Social which allowed members old and new to network and spend time together. These events again serve as a reminder of the vibrant community we have built.
For more than 200 years, Birmingham Law Society has provided a forum for the local legal profession to connect. We now have 9,000 members representing every facet of legal life and a range of specialist committees who play an important role in representing our interests. As the society has supported me, it has continually evolved to meet the changing needs of the people that it serves, and in the years that come, we must continue to embrace this evolution. We must support new ideas, promote innovation and inclusion, and expand our horizons. It is through our collective efforts and commitments that we can make the greatest impact.
At the start of my presidency last September, I set out to focus on two themes – community and opportunity. Community reflects my desire to foster connections and contribute to a stronger and more integrated city. Opportunity represents my unwavering dedication to ensuring that everyone has an equal chance to achieve their aspirations, both within the legal profession and within our society.
Throughout the past year, these themes have remained my priority. We have launched the first Birmingham Law Society Social Mobility Pledge to encourage businesses and individuals to
make a firm commitment to equal opportunities. We have introduced the new Birmingham Law Society Vacation Scheme in our member universities to enable aspiring lawyers from all backgrounds to gain the experience that will help them to achieve their ambitions. In January, we provided some practical education to our midlevel members to support them in navigating the path to partnership and beyond. We have introduced three brand new categories into our Legal Awards to champion the diverse range of talent that exists within our local profession. We have built closer relationships with the Greater Birmingham Chambers of Commerce and many other professional bodies, to support our members to strengthen their business connections. We have brought our events to the suburbs so that those who may find it difficult to travel to the city centre can still get involved. We have hosted a Legal Leaders Roundtable to hear from our senior voices, and given junior members the chance to present to our Council and contribute to our future direction. Through these initiatives and building blocks, I hope to leave a legacy that reflects the power of unity and the boundless potential that lies within all of us.
I am proud that the society continues to work to promote the importance of equal opportunities within our profession. On 13 June, we hosted our Social Mobility Conference at Squire Patton Boggs, where we discussed the practical steps that can be taken to accelerate social mobility within organisations. On 12 August, our Race, Ethnicity and Cultural Heritage (REACH) Sub-Committee will be hosting a Chai and Chat event at St Philips Chambers to mark South Asian Heritage Month. This year, the theme is “Free to Be Me”, and the focus of the event will be on celebrating the beauty of simply being yourself. On 12 September, we will be hosting our Alternative Dinner to allow our
junior members the opportunity to attend a formal dinner and build relationships.
As we reflect on the past two months, it is also timely to draw inspiration from the ongoing Olympic Games. The Olympics teach us valuable lessons about dedication, resilience, and working together to achieve excellence – qualities that are equally important in the legal profession. Just as the Olympic athletes train and compete to achieve their goals, we too must continuously work to improve our skills, foster collaboration and support one another in our professional journeys.
It is safe to say that none of our society’s achievements would be possible without those who have supported us - without the dedication of our members, the guidance of our mentors, the commitment of our office team and the empowerment from our sponsors. Each person has played a part in shaping Birmingham Law Society into the dynamic and progressive organisation it is today. Together, we have created a community that is not only resilient and resourceful but compassionate and inclusive. So let us take this opportunity to celebrate our past, embrace our present, and look forward to a future filled with promise and possibility.
LEAP Launches AI Tool To Speed Up Creation Of Legal Documents
LEAP, a global provider of legal practice management solutions, has announced the launch of Generator, an AI-powered enhancement to its suite of tools. This innovation transforms document creation, revolutionizing how lawyers interact with templates and increasing efficiency across law firms.
Gareth Walker, CEO, LEAP UK, comments “This latest update to LEAP’s core product underscores our commitment to empowering lawyers with advanced AI technology. With this added functionality, LEAP users can produce an initial draft of a document in seconds, they can effortlessly input the type of document they need and specify how they wish to draft it directly within the software.
With this AI-driven technology, lawyers can quickly create legal documents. Users can find suitable templates in a single search, whether re-purposed from a previous document, drafted using LEAP’s AI integration, accessed from LEAP’s document library, or from their firm’s precedent bank. The LEAP Generator merges current matter details on creation.
Generator in LEAP helps law firms:
• Reduce wasted time: AIpowered ‘similarity searching’ quickly finds the needed document template.
• Enhance legal drafting: Advanced AI streamlines drafting without sacrificing quality.
• Simplify workflow management: Firms can upload their own templates for consistent service.
To find out more visit LEAP.
Birmingham Law Society thanks our Gold Sponsors
EVENTS
MEMBERS’ EVENTS
LGBTQ+ Sub-Committee Social 8th August, 6pm – 9pm, The Loft, FREE for all to attend
Chai & Chat sponsored by HCR Law and St Philips Chambers, 12th August, 5.30pm – 7pm, St Philips Chambers, FREE for all to attend
Networking Social sponsored by St Ives Chambers 5th September, 6pm – 8pm, St Ives Chambers, FREE for members | £10 +VAT for non-members
5-A-Side Football Tournament 11th September, 4.30pm – 8.30pm, Goals Star City, £200 +VAT for member team of 5 | £300 +VAT for non-member team of 5
Alternative Dinner 2024 sponsored by St Ives Chambers & BCL Legal 12th September, 7pm – 1am, Aston Villa FC, £65 +VAT members | £75 +VAT non-members
Golf Day sponsored by Access Managed Services and Quilter Cheviot 17th September, 12.30pm – 9pm, Ladbrook Park Golf Club, £100 +VAT for individual member | £110 +VAT for individual non-member | £380 +VAT for member team of 4 | £420 +VAT for non-member team of 4
SQE Roundtable with The College of Legal Practice 19th September, 12pm - 1.30pm, Greens Solicitors, FREE for all to attend
Birmingham Legal Leaders Roundtable 24th September, 12.30pm – 1.30pm, Online, FREE – invite only
BLS AGM 26th September, 4.45pm – 7pm, No5 Barristers’ Chambers, FREE for members only
In-House Lawyers Social 3rd October, 5.30pm – 8.30pm, Venue TBC, FREE for all in-house lawyers to attend
Legal Eagles Quiz 23rd October, 6pm –9pm, Revolución de Cuba, £125 +VAT for member team of 5 | £150 +VAT for nonmember team of 5
Health & Disability Sub-Committee Social 24th October, 6pm – 8pm, Venue TBC, FREE for all to attend
To reserve your place and find out more, make sure that you visit www.birminghamlawsociety.co.uk
BLS Sports Day
An Evening with EAT Judges Eady and Choudhury
Summer Networking Social
Datalaw Solicitor Apprenticeship Live Webinar
SQE Roundtable with The College of Legal Practice
In House Summer Social
Lunch Club with Gosia Federowicz
Networking Social
Lifestime
Birmingham Business & Property Courts Forum II
Talking Crime 2024
Social Mobility Conference
BLS Cricket Tournament
Birmingham Law Society President’s Dinner
Ohh what a night …… our President, the dynamic Ms Alice Kinder, led the celebrations of our legal profession in Birmingham which took place at the historic Great Hall at the University of Birmingham at the annual Presidents Dinner 2024. It was a night of distinction and camaraderie among the city’s legal luminaries. The event, known for celebrating the achievements and advancements within the legal community once again provided an evening of inspiration and reflection writes Eileen Schofield, Past President, TLS Board Member and President of the Solihull Chamber of Commerce.
The grandeur of the setting was only matched by the sense of anticipation and pride that filled the air. With over 200 of Birmingham’s legal community in attendance the Law Society welcomed dignitaries from our region to include the High Sheriff, Mr Doug Wright, our very own solicitor Deputy Lord Lieutenant Ms Jenny Loynton and Mr Mark Evans Deputy Vice President from The Law Society. The annual President’s dinner is not only a celebration but a reaffirmation of the society’s commitment to excellence in the legal field and
of the values that define the legal profession; integrity, perseverance and a steadfast commitment to equality and inclusive opportunity and justice.
Birmingham Law Society has much to celebrate in our 206 year history. Birmingham Law Society is the largest regional law society with more than 9000 members which includes solicitors, barristers, paralegals, legal executives and trainee solicitors. Incidentally Birmingham Law Society at the ripe age of 206 is senior to the Law Society of England and Wales which celebrates its 200 year anniversary in 2025.
We welcomed lawyers from across the city and many of our member Firms were represented. We were also privileged to welcome lawyers from Luxembourg and Lyon, further proof , if it were needed, that Birmingham has a significant international reputation for providing legal service both nationally and internationally.
Ms Kinder opened the event with a heartfelt celebration of the achievements of Birmingham Law Society. During her tenure as the
206 President of our prestigious largest regional law society our President has set out clear objectives of supporting social mobility and the rule of law. Alice has initiated events such as the Alternative Dinner, a series of LGBTQ+ events and a series of events supporting the routes to qualification enabling a wider social mobility platform for the legal profession.
Alice, our youngest President on record, focused on her journey as she studied at Oxford University to overcome challenges and qualify on the roll of Solicitors just six years ago. During her legal career Alice has championed for greater social mobility which was reinforced in her passionate speech charting her career and was echoed in the experience of the formidable keynote speaker; Ms Jess Philips MP for Yardley since 2015.
Jess Philips MP spoke passionately about her childhood, the influence of her mother and her strong values of fairness, respect and justice which she developed throughout her children and adult life. Ms Philips has achieved her success as a politician through exhibiting strong values coupled with her determination to rise to a position of influence against many odds but with a great deal of grit and support. This resonated with many in the crowded room of lawyers who listened intently to Jess and who gave her a standing ovation as she ended on a positive note of a call to action for everyone in the room to continue to work collaboratively and in the interests of actual justice.
Alice rounded off the evening with a deep dive into the part that the legal profession in the exponential growth of the region. The Birmingham Law Society’s dinner will be remembered as an evening of inclusivity and appreciation on what can be achieved through determination, hard work and equal opportunity for all through social inclusion and mobility.
Relaunched Legal Panel Selects West Mids Law Firm
Following a competitive tender process, West Midlands law firm Shakespeare Martineau has secured a place on the Communities and Housing Investment Consortium (CHIC) legal services framework.
Over the next four years, the 24-strong panel will share work
with an estimated value of £50 million. The framework has four ‘lots’ covering corporate, governance and finance; housing and asset management; development; and property. CHIC, formed in 2010 as a notfor-profit organisation, supports housing providers and local authorities to ensure they can provide the best service to their residents.
Louise Drew, partner and head of building communities at Shakespeare Martineau, said: “We are extremely proud to have been appointed to CHIC’s relaunched legal panel. This opportunity allows us to offer a comprehensive suite of legal support to CHIC’s members over the next four years.
“The current housing landscape presents significant challenges, with a national shortage of affordable and social homes that is expected to grow. In this rapidly-changing market,
registered providers require robust advice and innovative solutions to meet the increasing demand.
CHIC is a member-owned and governed consortium that delivers compliant procurement solutions and commercial support to members. The consortium secures savings for members and is committed to the delivery of improved environmental outcomes and added social value.
John Fisher, chief executive at CHIC, said: “CHIC is delighted to be able to meet market demand through our new framework, supporting our members to access specialised legal services. By partnering with Kennedy Cater and leading law firms in the housing sector like Shakespeare Martineau, we aim to provide our members with tailored solutions that address their specific legal requirements at a competitive cost.”
Birmingham Law Society Legal PA Of The Year - Carol Page
How have you celebrated your win? I haven’t really celebrated my win with my colleagues as it was work as usual the next day but I went out for a meal with my partner to celebrate that weekend. Having said that I did go for the winners dinner that was so lovely and my colleague and friend came with me for the night.
Is there anyone that you would like to thank who has been instrumental in your success? Firstly I’d have to thank my partner Nige Millington for all the support he gives me. All
the tea he makes me and also my dinners so after a hard day at the office I don’t even have to cook. My other person would be my Principal Solicitor Reena Saini, she keeps me grounded and also knows how to get the best from me. Everyone at Chase Morgan supports each other, we are a work family.
If you had to make an elevator/ twitter pitch about your day-today role, what would it be? I am normally the first person in to the branch each day, I unlock the branch and get the kettle on ready for the team. Once that’s done I turn on a colleagues computer as it takes time to boot up for him then I open my computer and check my emails, catch up with the staff as they arrive ensuring all ok. I take a look at my to do list/ diary and prioritize what is needed to be done first, this could be anything from IT issues, HR, payroll to accounts work to name a few.
I answer calls from new or current clients as they come in and also see new and or ongoing clients in reception, ensuring I take all the relevant details from them, asking them to take a seat and then letting either the Solicitors, Trainees or Paralegals know that they are here.
If you could create one new law, what would it be?
Cyclists can’t cycle on the inside of cars but like motorbikes need to be center or overtake to get to the front of the queue. In Domestics Violence cases all victims automatically have either a screen or be in another room and do the case via video from there. This eliminates the victim from having to see their abuser or be in the same room as them.
What one thing do you think lawyers need to do to be better? Stop thinking of time as or living their lives in 6 minute units at a time.
New Head Of Manufacturing Sector Group Appointed
Irwin Mitchell has announced that commercial partner, Pete Maguire, has been appointed to head up its national manufacturing sector group.
Pete is based in the Birmingham office and joined Irwin Mitchell earlier this year from Wright Hassall where he co-led the Advanced Manufacturing and Engineering Sector Group.
He advises businesses, including manufacturers, with their commercial contracts, including drafting and negotiating contracts for both suppliers and end customers at all tiers of the manufacturing supply chain, together with logistics, outsourcing, and commercial agreements. In his new additional role, he’ll lead a multi-disciplinary team of commercial, real estate, ESG, employment, corporate, insolvency, regulatory and IP lawyers who all specialise in advising manufacturing businesses.
Fergal Dowling, managing partner of Irwin Mitchell’s Business Services Group, said:
“Since joining Irwin Mitchell in May, Pete has made a significant impression with his expertise and dedication. His leadership is already proving to be an asset and I look forward to seeing Pete take his extensive knowledge and experience to further enhance our capabilities in the manufacturing sector.”
Pete Maguire added: “The UK manufacturing sector still faces significant challenges, including rising inflation, supply chain disruptions, and a skills gap.
“Irwin Mitchell works with a strong portfolio of manufacturing businesses and has a solid reputation in the sector. I’m looking forward to the opportunities ahead and providing proactive advice to ensure our clients in the sector can flourish.
“The firm’s comprehensive approach to law, combined with a robust portfolio of services, provides a solid foundation for addressing the multifaceted needs of our clients.”
Liz Mcgrath Kc Takes On Role Of Head Of Chambers For 3PB
3PB (3 Paper Buildings) is delighted to announce that family law silk Liz McGrath KC has taken over as Head of Chambers - and that David Parratt KC, a commercial and construction silk will serve as Deputy Head of Chambers.
Chambers owes a huge debt of gratitude to David Berkley KC for his leadership over the past five years and to his deputy Gavin Hamilton. Both will continue in full time practise having led chambers during a period of expansion which now sees 3PB among the leaders in the field across all its twelve areas of practise and recognised as one of the leading sets in the UK.
Liz McGrath KC was called to the bar in 1987, took silk in 2010 and became a governing bencher of Inner Temple in 2018. Her work extends across all areas of family law with particular focus on complex cases relating to children in public and private law proceedings.
David Parratt KC is a widely respected commercial barrister with over 25 years’ experience. His leadership strengths have been honed during his career in commercial arbitration in the UK and internationally. He well understands the changing world in the provision of legal services domestically and abroad. Liz said “ I am honoured to take over from David Berkley KC under whose leadership, with the able assistance of Gavin Hamilton, 3PB has gone from strength to strength. I am particularly proud to be the first female head of Chambers in our long and illustrious history. 3PB will continue to pride itself on the provision of legal services of the highest standards across all practice groups, and to nurture the excellent relationships we have forged with our professional clients.
David and I look very much look forward to working with our fellow barristers, our Chief Executive Simon Astill, our outstanding leadership team and with our hardworking staff across six thriving centres all of whom contribute to 3PB’s success and development.”
West Midlands Solicitors Raise £35k For Will Aid
Solicitors across the West Midlands have together raised an incredible £34,499 in this year’s Will Aid campaign that sees hundreds of solicitors donate time in the month of November to write basic Wills.
By taking part, they have not only helped raise vital funds for some of the UK’s best-loved charities –they have attracted new clients, boosted their reach and given peace of mind to thousands of people who now have a professionally drawn-up Will.
25 firms in the West Midlands joined a total of 443 nationally in this year’s Will Aid, the annual charity Willwriting scheme.
Instead of charging their usual fee, participating solicitors instead invite clients to make an upfront donation to Will Aid, with donations benefiting the Will Aid partner charities.
It has been running since 1988 and has encouraged more than 350,000 people to write their Will with a regulated and insured solicitor and, in so doing has raised more than £24 million in donations, and many millions more in pledged legacies.
Kerry Davies, at Adcocks Solicitors based in Lichfield, said: “This was our first year taking part in Will Aid, and it is incredible to be one of the campaign’s top donating new firms. We fully support the work of the Will Aid campaign, helping people in
our communities to get their wishes clearly laid out, bringing them peace of mind, as well as helping the amazing charities that do so much good work both here and abroad.
“We have found so many benefits in taking part – we meet new clients, strengthen relationships with existing ones, boost our firm’s profile in the wider area, and it’s a great teambuilding exercise for our teams.”
Will Aid Campaign Director Peter de Vena Franks said: “Each and every firm which takes part makes an incredible difference each year, and we thank all the teams who have worked so hard for these outstanding results.
“We encourage solicitor firms, new or returning, to sign up to Will Aid 2024 and use this opportunity to support some of the UK’s best-loved charities, all while welcoming new clients and boosting the profile of your business.
To take part in Will Aid, follow these simple steps: Call the Will Aid team on 0300 0300 013 or visit willaid.org. uk/solicitors/register
Lawneeds Joins The Lssa To Expand Horizons In Tech
The LSSA (Legal Software Suppliers Association) is delighted to announce that LawNeeds is the latest legal technology provider to join the Association.
As the industry body for developers and vendors of legal systems, the LSSA maintains standards in technology and manages areas of mutual interest between lawyers and providers of legal software.
LawNeeds helps provide legal services on the go. Its mobile application provides personalised and affordable legal services to users. LawNeeds specialises in contract law, family law, immigration law, and road traffic offenses. The mobile app is
powered by artificial intelligence, and LawNeeds’ plan is to revolutionize the accessibility and delivery of legal services in the UK.
Founded in 2024 by Steve Okolo, LawNeeds is based in London. The company aims to make legal assistance more accessible and efficient, breaking down traditional barriers and bringing expert legal advice directly to users’ fingertips.
LawNeeds CEO, Steve Okolo, shares his insights on the company’s vision and their decision to join the LSSA:
“Joining the LSSA marks a significant milestone for LawNeeds. Our mission is to make high-quality
legal services more accessible and affordable through our AI-powered mobile app. We aim to boosts the brand by enhancing its credibility and trustworthiness through recognised industry affiliation and networking opportunities with the LSSA.”
LSSA CEO, Kevin Horlock, comments, “The LSSA is delighted to welcome LawNeeds to our vibrant and diverse community of legal tech vendors. We are confident that their expertise will be a valuable addition to our association, fostering further advancements in legal technology.”
Digtal Conveyancing Summit Returns Bigger In 2024
InfoTrack has announced the return of The Digital Conveyancing Summit in 2024, doubling capacity for London ticket holders. This year’s event will consist of a one-day hybrid event, with the expansion bringing breakout sessions and Ted-style talks to provide more opportunities for attendees to participate in discussions.
The event, which is free to attend for conveyancing professionals is being held on Tuesday 19th November 2024 in both Central London and Leeds. Delegates can expect an in-depth, insightful event covering topics including choosing the right technology for digital conveyancing success, the impact of AI on ethics and compliance, why collaboration is essential, and navigating change management.
Confirmed speakers include leading industry bodies, experts, and law firms including Bold Legal Group, Hive Risk, LMS, Charles Russell Speechlys, Eversheds Sutherland, Charles Coleman Solicitors, and Pearson Solicitors and Financial Advisors, with more to follow.
More than 650 conveyancing professionals attended in-person
and online for the second Digital Conveyancing Summit in November 2023. Law firms are encouraged to register earlier if they want to secure a seat to the in-person event in London for 2024, online tickets are unlimited.
Sam Jordan, InfoTrack COO, comments, “The digitisation of the conveyancing process is both challenging and incredibly exciting. It’s also something that mustn’t just be looked at through a technological lens. The Summit provides the conveyancing context for sharing and debating the issues that will make a substantial difference in the fortunes of the conveyancing businesses and practitioners who are embracing opportunities with digital tools.”
Amy Church, Managing Partner at Lucas & Wyllys Solicitors shares, “If you are a conveyancer, you cannot miss the Digital Conveyancing Summit. It’s the place to get the latest insights, discover new tools, and connect with industry pros to stay ahead in the fast-evolving world of digital conveyancing.”
Charlotte Moore, Associate Solicitor at Thomas Flavell and Sons Solicitors
says, “Conveyancing professionals should not miss this event. Last year the Digital Conveyancing Summit was incredibly insightful, thought provoking and enjoyable, a well-structured day with a variety of interesting topics, discussions, and panellists. The event made me want to embrace technology even more so and opened my mind as to how AI can assist us in the administrative tasks of our day to day working lives. I am really looking forward to attending again this year.”
Rob Hailstone, CEO and Founder at Bold Legal Group adds, “There are only a handful of events that I would make every effort I can to attend each year and one of those is the Digital Conveyancing Summit. Informative, relevant, and vibrant are three words that immediately spring to mind. I hope to see as many of you there this year as possible.”
The Digital Conveyancing Summit will take place on Tuesday 19th November 2024 10am-4pm
To register your place, book your free ticket today here
Gateley Announces 15 Promotions At Birmingham Office
Professional services group Gateley has made 15 promotions at its office in Birmingham, including one to partner.
Alison Davidson-Cox (banking) has been made partner, after first joining Gateley as a solicitor in 2012. Gemma Murphy-Punzo (corporate) has also been promoted to legal director.
Overall, six people have been promoted to senior associate: Paul Oxley and Jonathan Cree (both
residential development), Eliza Summerfield (real estate), Jamie Gillespie (corporate), Ed Locock (commercial dispute resolution (CDR)), and Sonia Thandi (complex international recovery work (CIRW)).
Promoted to associate are Simon Jarvis and Harveer Mehat (both residential development), Parmjit Singh (corporate), Lauren Jones (banking), Sara Hipkiss (CDR), and Sophie McCormick (regulatory & business defence).
Property consultancy Gateley Hamer has also announced a senior appointment in Birmingham, with Malcolm Newman appointed director.
Birmingham office head Rebecca Sherwin said: “I’m delighted to announce so many well-deserved promotions within the team here in Birmingham. All these promotions are a reflection of the immense talent we have at Gateley and testament to the hard work and dedication they have shown in delivering results that have delighted our clients, inspired our people and supported our communities.”
Overall, Gateley has announced 78 promotions across 15 of the Group’s UK offices, with nine individuals made partner.
Pictured: [Back row, left to right]: Paul Oxley, Alison Davidson-Cox, Edmund Locock [Middle row, left to right]: Jamie Gillespie, Sonia Thandi, Simon Jarvis [Front row, left to right]: Lauren Jones, Rebecca Sherwin, Sophie McCormick
Solicitor & Mediator Helps Bring Pathfinder To Birmingham
Maria Ramon, family law partner at social purpose law firm, Anthony Collins, has helped to bring a new pilot scheme to Birmingham’s Family Court, which aims to speed up the process of making Child Arrangements Orders and ensures decisions for families reach a resolution quicker.
Maria is a member of the implementation group working with the Ministry of Justice, and other professionals to support the rollout of the Pathfinder pilot scheme. If the pilot is well received in Birmingham, which is home to one of the largest and most diverse family courts in the country, it is likely to be rolled out nationally.
The Pathfinder scheme allows judges to review information gathered from many different sources, including the police and local authorities, before a case gets to a first hearing. Front-loading the legal process in this way helps to streamline proceedings and avoids the need for the details of the case to be aired in court, which can make hearings a more stressful and adversarial experience for the families affected. Crucially, the scheme also aims to place the voice of the child at the centre of proceedings and ensure the judge is fully informed of their true feelings and wishes when making a Child Arrangements Order.
Fundamentally, Pathfinder will give the child a voice at every stage of the process, ensuring they are listened to, and their views are represented when decisions are made about their futures. It will see children given more opportunity to explain how they feel and to play a part in the decisions being made about them.
Maria Ramon said “By trialling Pathfinder in one of the largest and most diverse family court systems in the country, Birmingham has a unique opportunity to lead the way in improving outcomes for families everywhere.”
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Landmark Information empowers property professionals to navigate sustainability challenges, wherever they are on their journey.
City Firm Takes Part In Couch To Carbon Zero Initiative
Clarke Willmott LLP has taken part in a virtual initiative which provides climate training to busy teams.
Aimed at engaging staff in net zero strategies, the Couch to Carbon Zero training gives participants bite-sized videos and cheat sheets on how to make small shifts in behaviour that will make an impact on climate change and slash environmental footprints in 10 days.
Staff from across Clarke Willmott’s seven regional offices took part in the sessions on recycling, banking, energy, clothing, gadgets and more, and they reported their level of understanding of the topics covered rose from a 5.3 average to an 8.9 average.
The initiative, put in place by Clarke Willmott’s Head of ESG Karen Higgins, is part of the firm’s wider ESG strategy and commitment to reaching net-zero by 2040.
Karen said: “We were delighted with the take-up and the success of our Couch to Carbon Zero ‘10 Day Sprint’ which provided staff with practical and easily actionable ideas on how to be more sustainable both in the office and at home.
“Most people have good intentions when it comes to making sustainable choices but it’s very easy to get waylaid and fall into habits which aren’t planet-friendly. The sessions were only a few minutes long each day, so easy to consume but most importantly, informative and engaging.
“We’re looking at doing more and more initiatives like this to help engage and excite our staff in sustainability. Our net zero strategy requires everyone to join in and so it’s important for us to make that as easy as possible for our busy people.
Sonia Lakshman, co-founder of Couch to Carbon Zero, said: “We had a fantastic Sprint, with great engagement and we’re looking forward to continuing the journey with the Clarke Willmott teams.”
Social Mobility Foundation Volunteering Opportunities
Our Recruitment Success Service (RSS) will shortly be re-opening and will run from August 2024 to March 2025. The service aims to support SMF undergraduate students as they apply for internships and graduate roles.
There are a number of ways to involved to support an undergraduate student;
• Check a student’s CV
• Deliver a telephone mock interview
• Provide support ahead of an assessment centre/ application
• Take a phone call regarding career advice
Volunteers can sign-up on a rolling basis using the form here. Our team will then be in touch with further information once we have found an appropriate student.
We have also recently opened our Personal Statement Checking Service (PSCS). Every year, volunteers help hundreds of students across the UK by giving individual guidance on personal statements, volunteers can check as little or as many statements as they like, whilst highlighting their availability.
It is this guidance that many SMF students lack access to and the service provides them with an invaluable opportunity to receive tailored feedback from someone who has studied a related subject.
• While we can’t always guarantee a match, if interested and available to check personal statements between July and September 2024 volunteers can sign up here.
• Volunteers can also sign up to check our second round of statements in Autumn 2024 here.
Denys Eric Fordham – President 1980
Husband of the late Kim Fordham, passed away on the 16th June after a short illness aged 92 leaving behind beloved son, Mark, grandchildren, Philippa and George, and great grandson, Oscar and brother David.
He was educated at Sebright School in Wolverley. Having completed National Service immediately on leaving school Denys began his professional career in 1952 being articled to Sydney Robinson at Solicitors Wallace Robinson & Morgan (WRM). He spent more than 60 years practising as a solicitor and was extremely proud to receive his 60 years of service certificate from the Law Society. Virtually his whole career was spent entirely on Newhall Street in Birmingham before the firm moved out to Solihull. He qualified in 1958, became a partner in 1960 & eventually Senior Partner. He served on the Birmingham Law Society Council from 1967 until 1981 and was President for that last year. He also served on the Solicitors Disciplinary Tribunal based in London from 1979 until 2002.
Outside of work his passion was cricket. He played Waverley at Hagley Cricket Club for 20 years captaining the Club for 3 years between 1967 and 1969, was Treasurer for many years as well as Chairman. He was an Honorary Life Member awarded for his long standing and exceptional service to the Club. Late in life when told “you’re 92 you can make it to 100 and get a telegram from the King” he replied ‘No, I want my obituary to read ‘Fordham fails to make century again’! Typical of his humour. In fact, records show that he did make one century during his career.
During his latter playing years, concerned that cricket wasn’t being played in schools, he started running a few games in the summer holidays for schoolboys. He became a qualified MCC Coach and with 3 other local coaches ran a youth cricket afternoon at Stourport. To their amazement 70 kids turned up. That kick started not just Youth cricket at Hagley and across Worcestershire but was the start of Worcestershire Youth Cricket which has produced a number of County cricketers and 1 Test cricketer. Denys was tremendously proud that his early efforts now mean that any boy or girl who wants to play cricket has the opportunity to do so. Allied to this he was a founder member and Trustee of the Lord Cobham Worcestershire Youth Cricket Trust for 32 years raising money for youth cricket across the County. His work in Youth cricket inspired many not just to take up the game but to carry on playing well beyond their time as Junior cricketers.
A further tribute:Denys was one of the most respected members of the profession, becoming one of the ‘go-to’ commercial lawyers in the City. But it was not just his professional skills and unimpeachable integrity that drew clients to him. He had time for people no matter who they were, he was wise and I believe I detected an ever so slightly mischievous glint in his eye.
I got to know Denys and his beloved wife, Kim, long after his term as President and he had left Council. Kim and he would always attend the annual Law Society Conference. Each year the Three Societies (Birmingham, Liverpool and Manchester) held a formal dinner which would coincide with TLS’s Council dinner.
At the conclusion of the meal, it was the tradition to have a sing-song around the piano. This gained something of a reputation and our numbers would swell with other participants, mainly from the TLS dinner. The star attraction of the evening was provided by Denys’ who performed “The Music Man”. I think its right to describe it as a vigorous affair starting with flailing arms whilst playing the biggest of big bass drums, thereafter moving through most of the instruments in the band which included ‘scratching’ away on a violin, parping a trumpet and so on.
Active participation of the audience was, of course, essential. By the end almost everyone was in an advanced state of collapse with uncontrollable laughter. Ever the professional, Denys was left still standing (just), back arched, still playing the big bass drum to the very end.
Those who knew him are all the richer for his having crossed their path. A lovely man.
Peter Wiseman
Sun Bed Sanctuary Or Second Office?
Well even if the weather Gods don’t seem to agree, we finally made it to summer writes Rebecca Mander of GuruYou
I hope for many of you, if you haven’t already, you’ll soon get the opportunity to take a break from your desk to fully relax and recharge.
I’ve just returned from a wonderful break to Kos with my husband and daughter, celebrating the end of GCSEs, belated birthdays, award-wins, and all the small things in-between. It was a wonderfully restorative and restful experience and I’m now ready to Bounce Forward into a new month with an added spring in my step!
In previous years, I’ve been guilty of bringing work with me whilst I’m away, checking emails, popping on for quick calls, even board meetings, and then wondered why I returned to the office feeling just as stressed as when I left. I’ve since spoken to many coachees who do the same, missing out on creating core memories because of the constant need for our attention.
When I was a Managing Director, I thought I didn’t have any other choice, but since re-training as a Coach, I now understand the importance of fitting our own oxygen mask before helping those around us – and that includes switching off from the world of work!
But as someone who has been both in managerial positions and is now a business owner, I know this isn’t as simple as “turn your phone off and forget about things” (I’d also argue this is not realistic in today’s “always on” era). In this month’s edition, I’ll be sharing my tips and tricks for how you can truly let go in time for your well deserved break so you can be truly present with loved ones whilst out of the office – and why the answer to this starts before you’ve even left your desk…
SET BOUNDARIES
As with most things in life, the key to success comes from careful planning. So before you step out it’s important to get a few things straight, starting with setting
boundaries.
I often talk about the importance of leading by example, and setting boundaries forms an important part of this. If you don’t expect your team members to reply at any hour of the day or night, why do you? Before you set that out of office, discuss with your team on what terms (if any) that you’ll be available for contact, and what methods of communication (again, if any) that you’re happy to be contacted on.
If you must check emails for an hour each day just to stay on top of things but would find constant DMs and spontaneous calls too disruptive, tell your team! Ensure everyone’s on the same page to remove any anxiety about being inundated with enquiries when you should be at your most zen. Setting these boundaries will also set an example to others and help them do the same!
GET DELEGATING
Leaders often think they can’t ask people to help because that
means giving them extra workload. But we’ve all been delegated to at some point in our careers, and most of the time it’s a positive experience, as we recognise the responsibility trusted to us by someone in a position of authority. I’ve also met quite a few “hoarders” in my time (you know who you are!) who cling on to their tasks because they think they should do it themselves, should have the answer, want the credit for completing the task, or want it done “just right”. If this is you, I’m afraid it’s time to realise that you can’t have a brain break AND hold on to all your responsibilities – so here are my tips on how to delegate effectively to your team:
• Agree your desired outcome to others and discuss the WHY behind the task
• Establish parameters i.e. deadlines, resources.
• Ensure there is some form of support if needed in your absence. Maybe signpost other helpful colleagues….
• Focus on results and not procedures, maybe someone may do it differently but that is OK and can often bring better results.
• Discuss solutions to obstacles that may get in the way (such as lack of time, knowledge etc)
• Have a back up plan! If everything does end up going awry, how will the issue be resolved by the people present – so you only have to get involved if ABSOLUTELY necessary?
EMPOWER YOUR EMPLOYEES
To really supercharge your delegating powers, we need to move beyond telling someone what to do and instead EMPOWER their decision making.
Learning from our mistakes is one of the most important things we can
do in the workplace. As a leader it’s our responsibility to create the environment that facilitates this learning (also known as “Psychological Safety”).
You may have seen my LinkedIn post that discusses this in more detail, but essentially the best leaders are those who engage the seeking system of their team. This system explained in Daniel M Cable’s wonderful book Alive at Work, is an innate human neural pathway that is activated when we are chasing, hunting, or searching for a reward.
As a result, it’s human nature to THRIVE on responsibility, and leaders have the power to activate this mindset by asking colleagues to bring their ideas on how THEY would complete the tasks you’ve delegated. If the thinking comes from them – they are far more likely to own it! Also make sure you’re discussing the background on WHY you are asking them to do it, and why it’s important that the tasks are done well, to encourage them to them to feel part of the team, the future of the organisation, and share the successes!
RETURN TO WORK WITH ADDED BOUNCE
The hope I have for you is that by giving yourself a real break, you’ll have the headspace, renewed focus, and restored energy to lead with clarity on your return. If you think taking a break is selfish, think again. Cabin crew won’t be asking you on your plane to fit other people’s oxygen mask before your own will they? Returning fully relaxed and recuperated, you will be a better, happier colleague, friend, boss and a generally nicer human! Enjoy!!
Looking for a confidence boost to help you or your team? Go to https://welcome.guruyoucoach. com/3-step-gift For free tips and techniques sent to your inbox!
VWV Wins Big
VWV took home the 'Legal Advisor of the Year - to Education Institutions' at the 2024 EducationInvestor Awards ceremony, a win that marks consecutive annual wins for VWV.
VWV is a leading legal services provider in the education sector. With over 700 clients in the Independent Schools sector, 500 academies and maintained schools and over 70 further or higher education clients it has one of the most extensive combined lists of nursery, school, college and university clients of any UK law firm.
Rob Collier, Partner and head of VWV's corporate team, collected the award and commented, "We were surprised but delighted to win our legal category, which results from the wonderful, hardworking team we have at VWV. We were very pleased to share the success with our Cairneagle colleagues."
The ceremony also honoured VWV subsidiary, Cairneagle, with an award. Since joining forces in 2022, VWV and Cairneagle have combined their expertise to better support clients in determining their strategic direction, offering a broader range of specialisms, insights, and choices.
Cairneagle, a strategy consultancy firm focused on the education sector, assists institutions in assessing, planning, and implementing their most critical and complex opportunities and challenges. This latest accolade marks their sixth EducationInvestor award.
LGBTQ+ Sub Committee COMMITTEE NEWS
The LGBTQ+ sub-committee is growing after marking a Pride Month to remember. We are thrilled to announce that Alex Lawrence of Anthony Collins and Shannon Meehan of Irwin Mitchell have joined the sub-committee, bringing the total number of sub-committee members to 8. We are also excited to share the promotion of the sub-committee’s Vice Chair, Marc Forrest-Thomas, to Co-Chair alongside Shereen Johal.
Lucy and Josh (committee members) sat down to catch up with Shannon, Alex and Marc about their new appointments and have shared the following with us:
We asked Shannon why she applied to join the committee and she responded:
“I am so pleased to become a member of the BLS LGBTQ+ subcommittee because I am incredibly passionate about being an active ally to all LGBTQ+ communities and advocating for a more inclusive legal community. Being part of the committee allows me to contribute actively to creating a safe and welcoming environment for everyone, regardless of their sexual orientation or gender identity. I believe that diversity strengthens our profession and enriches our collective experience. I am eager to collaborate with my fellow
committee members, learn from their experiences, and work together to promote equality and diversity within our legal community. There’s so much we can achieve together and I look forward to an inspiring year ahead”.
We can’t wait to work with Shannon. She has recently completed allyship training with Stonewall and we are excited for the different perspective she can bring to the committee.
We asked Alex what motivated him to put himself forward for the committee, and what experience he has promoting LGBTQ+ rights in the legal profession. Alex commented:
“I am delighted to be joining the BLS LGBTQ+ sub-committee. I have had the great experience of working with colleagues to set up LGBTQ+ networks at two firms – recently just rejoining the first network I set up following my return to the firm. I am really looking forward to continuing and developing the work I have done with employee networks and to working with my great colleagues on the sub-committee to promote LGBTQ+ issues and voices in the discussions at BLS and within the profession.”
Alex brings with him a wealth of experience of running and supporting internal LGBTQ+ networks
in law firm. We are really looking forward to working alongside Alex and learning from his experiences.
We spoke to Marc about his promotion to Co-Chair of the committee, having excelled in his position at Vice-Chair for the last year. Marc reflected on our first 12 months as a committee and acknowledged “We have a had a fantastic first year as a committee. We’ve achieved the goals that we set out when we first formed the committee and have even more planned for the coming year.”
When discussing Marc’s new appointment, he said “It has been an honour to serve as Vice Chair for the past year and I am delighted to have now been promoted to Co-Chair alongside Shereen Johal. I’m very proud of the work that the committee has done to date and am excited to welcome our new members Alex and Shannon, who I am sure will help us to reach new heights. The future is rainbow-bright!”
We extend our warmest congratulations to Marc and we are certain the committee will continue to go from strength to strength under both Marc and Shereen’s leadership.”
The committee has also been streamlining their roles and have leant into the skills bought by individual committee members. Joshua Purser and Lucy Williams are working hard on the subcommittee’s social media presence, whilst Jamie Adam and Steph Atkins continue to boost their engagement as they taken on events.
The committee is excited to announce that their next event will be informal drinks and networking on Thursday 8 August at Loft 6 – 9pm. We would love to invite you all to join us to welcome and celebrate their new members and new roles.
All are welcome and it will be a great opportunity to socialise with other LGBTQ+ legal professionals and allies in Birmingham.
Private Client Committee
We’re delighted to announce our newly formed Private Client Committee! The purpose of the BLS Private Client Committee is to bring together private client practitioners and groups (including non-contentious, contentious and court of protection lawyers) in and around the Birmingham area, for professional development and networking opportunities. The committee wishes to involve private client lawyers from all types and sizes of firms, from sole practitioners and High Street firms to mid-tier and large national firms. The committee shall further represent Birmingham private client practitioners with regards to any relevant government consultations and shall liaise with public bodies in an effort to improve service levels. Stay tuned for further updates on the launch!
In the meantime, meet our committee members:
• Chair: Ian Bond, Irwin Mitchell LLP
• Michelle Chapman, Irwin Mitchell LLP
• Gavin Faber, Roythornes Solicitors
• Rachael Armstrong, VWV
• Amanda Elwell, The University of Law
If you are interested in joining the committee then please email info@birminghamlawsociety.co.uk with your name, organisation, why you’d like to join and what relevant experience you have.
Join our newly formed committee with our online communities and upcoming events! With roughly 1 in 4 Solicitors across England and Wales currently In-House, this is an exciting and growing area of the profession.
Get in touch with Committee Chair Bal with any questions. Join our LinkedIn Group or you can be part of our WhatsApp Group alternatively visit the website: www.birminghamlawsociety.co.uk/in-house/ and you can watch the latest video from new committee member Chris here.
Legal Tech Committee
In-House Committee COMMITTEE
We are excited to announce that the Birmingham Law Society is in the process of re-establishing the Legal Technology Committee.
Birmingham Law Society has a strong reputation for its active committees. The Legal Technology Committee will explore, discuss, and address the challenges and opportunities presented by advancements in legal technology. Given the rapid technological changes impacting our profession, we believe this committee will be crucial for our growth and the professional development of our members.
At this stage, we are reaching out to gauge interest among our members and beyond. We welcome expressions of interest from a diverse range of professionals, including but not limited to:
• Members of the Birmingham Law Society
• Practising solicitors and barristers in the Birmingham region
• Legal academics
• Law students
• Professionals from Legal Technology companies and software houses
• Retired legal professionals with an interest in technology
We are currently finalising the criteria for committee membership and will provide further details in due course. In the meantime, if you are passionate about legal technology and are interested in contributing to this dynamic and impactful committee, we would love to hear from you.
Please express your interest by emailing Simon.Harris@ dwf.law with brief background about yourself and confirmation of your interest. We aim to hold an initial meeting soon to outline our objectives, discuss membership criteria, and plan our first steps. Your participation and insights will be greatly valued as we work together to navigate the future of legal technology in our profession.
Getting The Most Out Of Digital Marketing In 2024 H2
That’s right, we are already over halfway into 2024. Have you reviewed your law firm’s digital marketing from the first half of the year? No? Well, have a look at our return on investment (ROI) calculator to identify what’s working, what’s not and where you can make some improvements for the second half of the year writes Dan Hodges, Head of Account Management at Conscious Solutions.
If you are looking for digital marketing projects that can increase lead generation, brand awareness and firm success for the rest of 2024, here are my top picks based on strategies our clients are implementing.
Local SEO Optimisation This is nothing new, but local SEO remains essential for law firms for the remainder of 2024. We have seen clients receive enquiries from clients in their local areas, and our clients are being found due to their consistency in working on their local SEO.
Our key strategies for clients include:
• Ensuring their Google Business Profile (GBP) remains up to date and optimised
• Focusing on getting clients’ reviews, and actively responding to both positive and negative reviews
• Ensuring their details on local
directories are up to date and taking advantage of legal-specific directories too
Thought Leadership Pieces Thought leadership is becoming increasingly popular, and our clients are seeing great results from their digital PR strategies in terms of an increased domain rating, helping their content to appear higher on Google, as well as increased interaction on social media platforms and more traffic to their website. It’s a strategy we are going to continue seeing more of.
Our key strategies for clients include:
• Reactive campaigns on trending topics
• Expert commentary on trending topics on X and in the news
• Digital outreach articles on high authority websites on topics relevant to their niche
• Data-led campaigns using data collected by firms or third parties and offering a new view
Sticking to the Social Media Platforms That Work Social media is having a positive impact on brand awareness, but with the changes in the social media world, our clients are taking a more focused approach. Lots of clients, and we, too, have come off the platforms that aren’t working for us and are putting resources into the platforms where our clients and employees are and where we see success.
Our key strategies for clients include:
• Looking at the analytics and seeing what works
• Scheduling in time for engaging with followers and using the tools available
• Creating more video posts, team posts and valuable content that resonates with audiences in the forms of testimonials and FAQs
Paid Advertising We are starting to see a decline in law firms using payper-click (PPC) advertising, which is great news for firms still investing. The industry has undergone many changes over the past year, and we expect to see greater changes due to privacy. So, it’s a great time for firms that still want to invest resources in paid advertising, as some keywords are seeing less competition than before.
Our key strategies for clients include:
• Google Advertising – targeting specific keywords related to services
• Facebook and LinkedIn advertising - targeted ads on social media platforms to reach a broader audience.
• Retargeting campaignsretargeting campaigns to reengage visitors who have previously interacted with your website.
Optimising your Website for User Experience A well-optimised, userfriendly website that generates new enquiries is still key for a law firm’s digital marketing success. We host over 300 law firm websites, and the key priorities stay the same:
• A mobile-friendly design
• Fast loading speed
• Clear calls to action (CTAs)
• An accessible website
• Easily navigable website
Of course, you know what works best for your law firms. So, make sure you are checking your analytics, and using our ROI calculator to help identify which strategies best suit your law firm. But, by focusing on these priorities, your law firm can enhance its online presence, attract more clients, and stay competitive throughout the rest of 2024.
ALTERNATIVE DINNER
Thursday 12th September
7pm - 1am | Aston Villa Football Club
£65 +VAT members | £75 +VAT non-members
Aimed at everyone but in particular, junior lawyers who have not always had an opportunity to attend the BLS dinners. Bringing together 100+ guests at Aston Villa FC, this is your chance to celebrate your achievements and mingle with fellow professionals.
Click here for more details and to book your tickets.
Sponsored by:
REGULATION REPORT
SRA Unlimited Fines For Economic Crimes & AML Data Collection Exercise
The SRA was granted the power on 4 March 2024 to impose unlimited fines for economic crimes as a result of the Economic Crime and Corporate Transparency Act 2023. It has not yet exercised this power but has begun a consultation which began on 28 June and lasts until 20 September, read here, writes Jayne Willetts Solicitor Advocate of Jayne Willetts & Co Solicitors & Rebecca Atkinson Solicitor of McArthur Atkinson.
Against this backdrop the SRA emailed all firms on 2 July giving advance notice that at the start of August it will send to firms a digital questionnaire regarding AML and financial sanctions activity which will need to be completed by mid-September.
This AML Data Collection Exercise 2024 is covered more fully in the SRA announcement here
In this article, we explore these two developments and provide brief practical guidance on how to make sure you are meeting the legislative requirements.
UNLIMITED FINES
As outlined above, under the Economic Crime and Corporate Transparency Act 2023 the SRA now has the power to issue unlimited fines for economic crimes but has not yet begun to use its powers and is consulting on the same.
This ability to fine law firms and individuals unlimited sums will remove the statutory cap of £25,000 (a relatively recent increase in itself). The new power enables the SRA to impose an
unlimited fine where it finds a failure on the part of an individual or firm in the following:
a) the prevention or detection of economic crime; or if
b) the failure consisted of an act or omission which had the effect of inhibiting the prevention or detection of economic crime.
The definition of economic crime under the Act is an act which:
a) constitutes an offence listed in Schedule 11 (‘a listed offence’)
b) constitutes an attempt, conspiracy or incitement to commit a listed offence, or
c) would constitute a listed offence or an offence specified in paragraph (b) if done in the United Kingdom.
A Schedule 11 offence includes cheating the public revenue (i.e. tax evasion) and fraudulent evasion of VAT, untrue tax declarations, theft, false accounting, dishonestly retaining wrongful credit, forgery, offences under POCA or the Terrorism Act 2000, an offence under the money laundering regulations of contravening a relevant requirement (regulation 86), fraud, bribery and more.
It is open to the SRA therefore to issue a much larger fine than it ordinarily would where it finds that the money laundering regulations have not been adhered to.
AML DATA COLLECTION EXERCISE
The AML Data Collection Exercise 2024 will enable the SRA to accumulate data on the distribution of risk throughout the profession and then decide what needs to be done by way of inspections and guidance. The SRA is required to do this by
its own regulator, the Office for Professional Body Anti-Money Laundering Supervision. The SRA has been helpful in providing a copy of the AML questionnaire that needs to be completed so firms can see what needs to be done before the formal start date in early August. Failure to complete the form may result in enforcement action being taken.
The form is divided according to the activities of the firms. There are four sections 1. AML questions for firms within scope of the Money Laundering Regulations 2. Trust or Company Service provider questions 3. Suspicious Activity Report questions and finally 4. Sanctions questions. All firms are subject to the financial sanctions regime so all firms will need to complete this 4th section.
Completing the questionnaire requires firms to collate a significant amount of data. There are also questions that will lead firms straight to a disciplinary investigation and a large fine if the wrong answer is given. For example, does your firm have a firm wide risk assessment, when was it last updated, do you have AML policies, controls and procedures and when were they last updated.
Some of the other questions will require firms to trawl through their own data to provide the answers. For example, question 12 asks “What percentage of your firm’s new AML matters in the last 12 months had Enhanced Due Diligence applied to them?” You are invited to reply by way of pre-set percentages and asked to use your best estimate if you do not have exact figures. Some firms will have this information at their fingertips but for others it will take a long time to accumulate the information. What we can predict is that this year the SRA is likely to be content with firms providing ”best estimates” but as it is likely that this data collection will be an annual event then firms will need to have systems in place from which they can
provide the information. In order to do this, the SRA will need to be persuaded to ask the same questions each year so that firms can introduce the necessary procedures in-house to make the exercise as painless as possible. Changing the questions each year will impose yet another heavy regulatory burden on the profession.
Whilst all firms should be keeping a good record of internal suspicious activity reports (SARs) and external ones to the NCA and be able to produce that with ease, some firms will not easily be able to provide the data asked for about matters or how many times the firm has returned more than £5,000 to their client (a question that is asked in the questionnaire). Firms should consider the data that is being asked therefore and consider how going forward they will be able to capture this data for future production. This data could be captured at file opening stage, at any ongoing monitoring check point and/or with the accounts team.
MAKING SURE YOU ARE UP TO DATE
Although at this stage the questionnaire does not ask you to produce any documentation, your firm may be selected later on for a visit by the SRA AML team whereby you will most certainly need to provide copies of your policies, controls and procedures. It is important also that you do not falsely answer the questionnaire and confirm that you have something when you do not.
At a high level, all firms should at all times have the following in place:
• a compliant practice wide risk assessment
• an AML policy that documents all required policies, controls and procedures
• adequate processes for collecting and checking due diligence on clients, sanctions
checking, PEP checking and adverse media screening (the latter is not technically a part of the regulatory requirements but can unearth money laundering concerns)
• a process for enhanced due diligence and simplified due diligence
• a process for checking source of funds and wealth and for this to be appropriately applied
• a process for ongoing monitoring
• a process for client and matter risk assessments and for this to be followed
• appropriate screening of people who work for the firm
• a training programme which is fit for purpose
• keep good records and consider maintaining a high risk register to record PEPs, sanction issues, SARs made to the NCA and any other high-risk factors
• have a policy on reliance under the regulations
• have an independent AML audit undertaken
In addition, firms need to ensure they have adequately assessed the sanctions risks encountered by their firm and put in to place appropriate policies, controls and procedures. The SRA issued guidance in January 2024 on how firms should conduct a sanctions risk assessment and this should be reviewed. SRA Sanctions regimefirm-wide risk assessments Solicitors Regulation Authority
Rebecca Atkinson is a risk and compliance professional and can advise on all AML and sanctions procedures – rebecca.atkinson@ mcarthuratkinson.com
SPONSOR NEWS
Turn Your Paralegals Into Qualified Solicitors With The Graduate Solicitor Apprenticeship
In the evolving landscape of legal education and qualification, law firms have a unique opportunity to develop their support staff into qualified solicitors through the graduate solicitor apprenticeship route. This approach not only empowers employees but also adds value to the firm by nurturing home-grown talent.
Understanding the Graduate Solicitor Apprenticeship Route Apprenticeships in the legal sector have been redefined with the introduction of the Solicitors Qualifying Examination (SQE).
Under this system, support staff can embark on a journey to become solicitors by combining work-based learning with parttime study, preparing them for the SQE.
The Graduate Solicitor Apprenticeship provides an opportunity for individuals currently employed in a law firm in England and holding an LLB or equivalent degree to become qualified solicitors through the new SQE route. This program equips them with all the essential
skills required for the role.
Benefits of the Apprenticeship Route
• Retention of Valuable Staff: Transforming existing support staff into solicitors helps in retaining employees who are already familiar with the firm’s culture and operations.
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Implementing the Apprenticeship Strategy
• Identifying Potential Candidates: Look for motivated support staff who show potential for growth and a keen interest in legal practice.
• Choosing the Right Apprenticeship: Alongside the graduate solicitor apprenticeship program there are also other law apprenticeship programs that can align with your firm’s specialisations and the career aspirations of your staff. Programs like Datalaw’s full Level 7 Solicitor Apprenticeship and Paralegal Apprenticeship offer structured paths to a legal qualification.
• Partnering with Training Providers: Collaborate with established training providers like Datalaw to ensure your staff receive quality education and are well-prepared for the SQE.
• Mentorship and Support: Assign mentors within the firm to guide apprentices through their journey, offering support and insight into practical aspects of legal work.
Graduate Solicitor Apprenticeship Success Stories
“The apprenticeship as a whole has allowed me to be reintroduced to the areas I learned at university at undergraduate level, and gain some understanding of the other areas of the law, which I haven’t learned since my first year at university. The most beneficial part is probably the progression you’ll see both academically and day to day” - Danny Turpin, Berkson Family Law
“Our experience with Datalaw has been transformational for our first apprenticeship. I would recommend Datalaw or those who to advance their home grown talented team members”Andrew Horwich (Senior Partner), Symes Bains Broomers Solicitors
Converting support staff into qualified solicitors via the apprenticeship route is a strategic move for law firms. It leverages existing talent, aligns with financial prudence, and contributes to the firm’s dynamic growth. As the legal profession continues to adapt to new training and qualification pathways, embracing such innovative approaches will be key to building a robust, versatile, and skilled legal team.
Why Sustainability Matters For Law Firms NEWS
In recent years, the importance of sustainability has surged across all sectors, including the legal industry as we begin to recognise that the time to act has to be now to ensure we protect our living environment both for the duration of our own lifetimes and for future generations.
As the weather becomes more unpredictable, it serves as a timely reminder that by committing to sustainable practices we are not only protecting the environment but also our long-term economic stability and social well-being.
As stewards of justice and advisors on compliance, law firms have a unique role in the global effort to combat climate change. Understanding and implementing sustainability measures is not only about fulfilling regulatory requirements but also about demonstrating corporate responsibility, enhancing firm reputation, and meeting the growing expectations of clients and employees alike. But as with many new initiatives, it can often be overwhelming to take that first step or even know where to start.
Before taking that first leap it can be useful to understand the ‘why’ before attempting to dive straight into the ‘how.’ The Paris Agreement was set out in 2015 with the aim of strengthening the global response
to the threat of climate change by limiting global temperature rise in the 21st century to 2°C above preindustrial levels and pursuing efforts to curb it further to an increase of 1.5°C. Unfortunately, if we don’t act now on achieving net zero by 2050, it looks as though this target is not achievable.
Building on this humanity-wide goal, in April of last year, the Law Society issued guidance highlighting that all Law firms are required to assess their annual Greenhouse Gas (GHG) emissions and establish targets to reduce them, with the goal of achieving Net Zero emissions by 2050 or earlier.
Aside from mandated and guided regulatory compliance such as the Paris Agreement and from the Law Society – there is also several essential considerations that fall outside of the legislative realm:
1. Client Expectations: Increasingly, clients are looking for legal partners who share their commitment to sustainability. Demonstrating robust environmental practices can differentiate your firm in a competitive market.
2. Operational Efficiency: Implementing sustainability practices often leads to cost savings through energy efficiency, waste reduction, and streamlined operations.
3. Employee Engagement: A strong sustainability program can attract and retain top talent. Employees today value working for organisations that are socially and environmentally responsible.
4. Corporate Responsibility: Beyond compliance and market positioning, there is a moral imperative to contribute to global efforts to combat climate change. Law firms can lead by example, inspiring clients and peers to follow suit.
Of course, embarking on this sustainable journey as an industry isn’t something that has to be done alone – and certainly shouldn’t. The environment is our joint responsibility and so too is how we work to preserve it.
As the first property data business to support the Pledge to Net Zero initiative, Landmark Information Group have made a firm commitment to take a leading role in the transition to a net zero carbon economy.
Whilst our dedicated sustainability team are working hard in-house to achieve our own green goals, they’re also on hand to support law firms as they tackle this urgent transition. Our sustainability training services with the credibility of a CPD accreditation, are designed to equip professionals with the skills and knowledge needed to make a difference – wherever they are on their firm’s green journey.
We’re also heavily committed to investing in partnerships that ensure our clients are supported all the way. Our latest partnership with Net Zero Now is a pivotal piece in helping us to achieve this level of support. From initial training, education and support on knowing where to start, right through to platform delivery to quantify and manage a company’s carbon footprint and follow on consulting support.
Learn more about Landmark’s Sustainability Training Services.
Maximising Your Career Potential With BCL Legal
As the legal landscape evolves, having the right team and finding the ideal role has never been more crucial. BCL Legal stands at the forefront of legal recruitment, offering invaluable services to both clients and candidates. Operating across the UK, Ireland, the US, the UAE, and offshore, BCL Legal’s expertise can be transformative whether you are a law firm seeking top-tier talent or a legal professional looking for your next career move.
For Clients: Building Your Dream Team In today’s competitive market, attracting and retaining top legal talent is essential. BCL Legal provides comprehensive recruitment services tailored to the specific needs of each client, ensuring that you find the best fit for your team.
Customised Recruitment Solutions
BCL Legal understands that every firm and organisation is unique. Their recruitment consultants work closely with clients to understand their specific requirements, culture, and goals. This personalised approach ensures they can match you with candidates who not only possess the right skills and experience but also fit seamlessly into your team.
Access to Top Talent With an extensive network and a deep understanding of the legal market, BCL Legal has access to a wide pool of high-calibre candidates. Whether you are looking for a
seasoned partner, a rising associate, or specialised in-house counsel, BCL Legal can connect you with professionals who can drive your business forward.
Efficient and Effective Hiring Process Time is of the essence in recruitment. BCL Legal’s streamlined hiring process saves you time and resources by handling the initial stages of candidate screening and vetting. This allows you to focus on interviewing only the most suitable candidates, reducing the time-tohire and ensuring that you secure top talent quickly.
For Candidates: Unlocking Career Opportunities Navigating the legal job market can be daunting, but with BCL Legal by your side, you can find the role that aligns with your career aspirations and personal values. BCL Legal’s recruitment services offer candidates unparalleled support and guidance throughout their job search.
Expert Career Advice BCL Legal’s consultants are not just recruiters; they are career advisors and many, former lawyers themselves. They provide personalised guidance on career development, market trends, and job search strategies. Whether you are a newly qualified solicitor or an experienced lawyer looking for a change, BCL Legal helps you make informed decisions about your career path.
Confidential Job Search Privacy and discretion are paramount in a job search. BCL Legal ensures that your job search remains confidential, allowing you to explore opportunities without jeopardising your current position. Their consultants act as intermediaries, facilitating communication and negotiations with potential employers on your behalf.
Exclusive Job Opportunities BCL Legal’s clients include leading law firms and prestigious in-house legal departments. As a candidate, you gain access to exclusive job opportunities that may not be
advertised elsewhere. This gives you a competitive edge and opens doors to roles that can significantly advance your career.
Success Stories: Real Impact, Real People BCL Legal’s success stories speak for themselves. Numerous clients and candidates have benefitted from their expertise, resulting in successful placements that have made a tangible impact on their careers and businesses.
Client Testimonial: “Working with BCL Legal has transformed our recruitment process. Their understanding of our firm’s needs and their ability to find candidates who fit our culture has been invaluable. They have helped us build a strong, cohesive team that is driving our firm’s success.” – Partner at a Birmingham Law Firm
Candidate Testimonial: “BCL Legal provided me with exceptional support during my job search. Their consultants were knowledgeable, supportive, and genuinely invested in my success. Thanks to them, I found a role that is perfectly aligned with my career goals and personal values.” – Senior Associate in Birmingham
Conclusion In the dynamic world of legal practice, having the right recruitment partner can make all the difference. BCL Legal’s tailored recruitment services offer both clients and candidates the tools and support they need to succeed. Whether you are looking to build your dream team or take the next step in your career, BCL Legal is here to help you navigate the journey with confidence.
For more information about how BCL Legal can assist you, get in touch with their team via Angharad Warren, Director, for private practice in Birmingham or Josh McConnell, Associate Director, for in-house in Birmingham
Or visit their website - BCL Legal for a full list of vacancies.
Better Late Than Never? Residential Leaseholds - The New Law
The long awaited Leasehold and Freehold Reform Act 2024 received Royal Assent after completing its process in the Parliamentary washup, but only three sections of the Act will become law on 24 July 2024, as the remaining 122 sections have yet to be implemented by secondary or delegated legislation writes Mark Adcock , a solicitor in private practice, former lawyer with the Law Commissoin and a Visiting Lecturer at the University of Law.
The much-publicised Act will, when fully in force, have the following effects… –
1. There will be no qualifying waiting period to exercise enfranchisement rights
2. A statutory lease extension will now be for a term of 990 years and not the current 90 years
3. Marriage value will be taken out of the consideration where the term of the remaining lease is less than 80 years at the date the claim notice is served
4. Deferment and capitalisation, rates which form part of the science behind the calculation of the renewal premium on a lease extension or the enfranchisement of a house or block of flats, will be set by subordinate legislation on a date yet unknown
5. The qualifying element of a building for enfranchisement where part of it is commercial has been reduced to 25% of the total from its previous 50%
6. For the purposes of calculating a lease extension premium, the ground rent will be regarded as capped at 0.1% of the capital value of the flat
7. There will be a new right for a leaseholder to buy out the ground rent (rather than to extend the lease or buy the freehold) at a statutory premium
8. The leaseholder will no longer be liable to pay the landlord’s costs on enfranchisement other than in exceptional circumstances, where for example, the premium payable is lower than the landlords costs
There are numerous other minor provisions which will strengthen leaseholder’s rights and the first-tier Tribunal will be given considerably extended powers to deal with disputes between the parties which hitherto have been in the jurisdiction of the County Court
The Act fulfils the Conservative party’s manifesto promise to make the purchase of a residential freehold or the extension of a lease, cheaper quicker and easier for both parties following on recommendations made by the Law Commission in
their report published in 2022, itself a product of many years consultation preparation and research.
The bill swept through Parliament at an alarmingly quick rate, leaving many concerned about the sweeping provisions it contained, the lack of consultation that occurred during its passage and the impact that the measures may have. Leaseholders will no doubt see many of the provisions as a significant improvement of their position leaving also many disappointed that the bill did not address for example the capping of ground rents which are deemed excessive, the abolition of the creation of new leasehold interests (other than at a peppercorn ground rent) and the abolition of leasehold generally in favour of a system of commonhold.
Freeholders will be bracing themselves for a fight, if the abolition of marriage value is not ameliorated by the deferment rate which would compensate them, if set at a sufficiently low value. Freeholders have already indicated their willingness to oppose measures which would constitute a significant transfer of wealth to leaseholders, on the basis that it will offend the freeholders right not to have its assets depleted.
At present, things are not clear and will not be clear until Parliament legislates by statutory instrument or Ministerial Order to fill many gaps in the Act left to be dealt with by subordinate authority. Neither party to a residential lease is likely to feel any comfort until then.
Whether the Government will in due course consider even more radical proposals for the abolition of leasehold remains to be seen but for certain the current position is unsatisfactory and only time will tell whether the subordinate legislation will avoid the anarchy that seems inevitable until the position is clearer.
FEATURE
Legal Software: To Swap Or Not To Swap?
Setting the scene
Changing systems is a daunting task and a fairly major undertaking. The first step in any new software implementation is actually deciding whether wholesale change is necessary.
That said, if your existing practice management and legal accounts application isn’t living up to expectations, switching to something new is imperative.
So, the questions are: Is it time to move? If yes, to what and how?
Let’s explore these two conundrums further – review vs rollout.
Reviewing existing software
Before you throw the baby out with the bathwater, carry out a comprehensive audit of your incumbent software to ascertain possible grievances to do with:
• Lack of system development
• Bad relationship with your supplier
• Poor communication
• Insufficient training
• Staff turnover
• Changing business needs
• Rising licence fees
If left unattended, these problems feel insurmountable and the appeal of something new is too hard to resist. Jumping ship is often done without having real appreciation of what caused the issues in the first place.
Following on from this, evaluate your software’s performance by asking yourself:
• Is the technology robust with minimal downtime?
• Are helpdesk and support personnel responsive?
• Are account management and service delivery effective?
• Is there an interactive user group or collaboration forum?
• Is there a published development roadmap?
• Are products good value compared with others in the market?
• Do products have good functionality for your areas of law?
• Is the vendor stable financially with proven growth?
Mostly ‘yes’ = retain system. Mostly ‘no’ = switch system.
Selecting new software
Best-in-class technology is crucial to your success, therefore, if going down the new system route, make sure you choose wisely by avoiding these common pitfalls:
• Choosing the wrong PMS for your law firm. With a marketplace awash with technology options, carefully analyse both the software and the supplier before you commit.
• Neglecting to communicate and engage with staff. Representatives from each department on your buying panel ensure the system works for everyone and gets buy in from the outset.
• Failing to assign project management resources. Appoint a project manager to sit at the helm and map out your project management processes to keep it on track.
• Messing up the data conversion stage. With retention of your business-critical client, matter and accounts data a priority, protect it when transferring across from old to new.
• Gaining insufficient user acceptance and adoption. Acceptance starts pre implementation – so, communicate your software’s benefits. Adoption happens post implementation – so, train your staff.
• Seeing IT as a cost centre. Unlike other capital expenditure, technology has lowered in price over the years. The more you invest in IT, the more rewards you’ll reap.
• Missing out on staff training. There’s a steep learning curve in the early days of software rollout. Secure ROI on your technology by initial and refresher training.
• Omitting process building in your software. If you’ve got workflow capabilities, build these standardised processes from the word ‘go’ to operate efficiently and uniformly.
Benefitting from our experience
In summary, kick off your software project by aiming your lens inward at your current software and existing skillsets. This will position you here and now. Sometimes that means resetting expectations and coaching to get to the root of the problem.
Depending upon the outcome of the above, it might become an urgent requirement to divert your lens outward to procure replacement software and instruct external expertise. This will drive your business towards its future goals.
At Jayva, our experienced team offers coaching, project management consultancy and training assistance. Reassuringly, we’ve supported over 1,500 law firms (and counting!) globally since 2014. Whatever your softwarerelated challenges, we’ve got your back.
Reading more on this subject
If elements of this article seem familiar, that’s because we’ve written about it previously. To access our earlier advice, check out our ‘Don’t throw the baby out with the bathwater when undertaking a system review’, ‘A no-nonsense guide to new legal software rollout’ and ‘Law firm technology: Five key failings with solutions’ blogs at www. jayvaglobal.com/news.
Harness the power of your technology
Realise ROI from your software investment
Thrive in today’s challenging legal space
Benefit in many more, expansive ways
“The training of super users was a genius stroke. It spreads the technical know how around and prevents one sole person being inundated with system queries.”
Andrew Horwich, Symes Bains Broomer Solicitors
“Our Jayva trainers showed us around the software features relevant to our diverse roles in practice. The staff are friendly and efficient which is a formidable combination.”
Andrew Gray, Truth Legal
