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Please note: The Clever Law service is restricted to the provision legally drafted letters and documents that are available on our web site and platform. Any customers looking to use any of our personal or financial related documents must be aware that Clever Law does not provide advice, recommendations or opinion.

Invite to First Disciplinary for Poor Attendance and Punctuality

This document is to notify an employee of your decision to invite them to a formal disciplinary meeting based on their poor attendance and punctuality. The document is to be used after an informal discussion has taken place and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome being a written warning and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to start the formal disciplinary process with an employee for Poor Attendance and Punctuality.

Invite to Grievance Appeal Hearing

This is for a formal grievance appeal hearing following their submission of an appeal against the outcome of a grievance raised. This document allows you to suggest a date, time and location that the meeting will take place. It advises the employee that they will have the opportunity to fully explain their reasons for appealing against a grievance outcome and that it may be suspended pending further investigations if required. Finally it advises the employee of their legal right to be accompanied to the hearing should they wish to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to invite an employee to a grievance appeal hearing following their submission of an appeal against a grievance outcome. This is to allow the employee the opportunity to fully explain their appeal and provide you with any evidence needed to follow up in a further investigation.

Invite to Grievance Hearing

This is to invite an employee to a formal grievance hearing following their submission of a grievance. The document allows you to suggest a date, time and location that the meeting will take place. It advises the employee that they will have the opportunity to fully explain their grievance and that it may be suspended pending further investigations if required. Finally it advises the employee of their legal right to be accompanied to the hearing should they wish to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to invite an employee to a grievance hearing following their submission of a grievance. This is to allow the employee the opportunity to fully explain their grievance and provide you with any evidence needed to follow up in an investigation.

Invite to Investigatory Meeting for a Grievance

This document is to notify an employee to attend an investigatory meeting following a grievance hearing. It advises the employee that an investigation is now underway. The document allows you to suggest a date, time and location that the meeting will take place. Finally it advises the employee that they will be invited into a reconvened grievance hearing once the investigation has concluded to provide an outcome.
When
to use
Use when you want to invite an employee into an investigatory meeting to investigate their submission of a grievance and previous grievance hearing held.

Invite to Probationary Review Meeting

This document is used to invite an employee into a formal probation review meeting to review their conduct and performance to date. The letter informs them that should their performance/conduct be satisfactory they will be assessed as completing their probationary period. It also advises that should it not be satisfactory it could lead to their probationary period being extended or their dismissal. Finally it also contains the relevant clause to advise the employee of their right to be accompanied by a work colleague or trade union representative.
When
to use
Use to invite an employee to a probationary review meeting during or towards the end of their probationary period.

Invite to Reconvened Grievance Hearing to Provide Outcome

This document is to invite an employee to a reconvened grievance hearing to provide the employee the outcome following an investigation. The document allows you to suggest a date, time and location that the meeting will take place. Finally it advises the employee of their legal right to be accompanied to the hearing should they wish to be accompanied by a work colleague or trade union representative.
When
to use
Use when you have completed an investigation into an employee’s grievance raised and are ready to provide an outcome.

Invite to Second Disciplinary - Letter for Misconduct

This document is to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent misconduct. The document is to be used following the first disciplinary hearing whereby a written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome being a final written warning and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent misconduct.

Invite to Second Disciplinary - Letter for Poor Performance

This document is to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent poor performance. The document is to be used following the first disciplinary hearing whereby a written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome being a final written warning and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent poor performance.

Invite to Second Disciplinary - Letter for Poor Performance and Punctuality

This document is to notify an employee of your decision to invite them to a further formal disciplinary meeting based on persistent poor attendance and punctuality. The document is to be used following the first disciplinary hearing whereby a written warning was issued and no improvement has been made by the employee. The structure allows you to set out the reasons behind the disciplinary and provide a date, time and location for the hearing to take place. The document also contains the relevant clauses to advise the employee of the potential outcome being a final written warning and the right to be accompanied by a work colleague or trade union representative.
When
to use
Use when you want to take the next step within the formal disciplinary process with an employee for persistent poor attendance and punctuality.

Invite to Second Investigatory Meeting for an Allegation of Gross Misconduct

This document is to notify an employee that you wish for them to attend a further investigatory meeting regarding an allegation of gross misconduct against them. The document is used following the first investigatory meeting to follow up or continue with the investigation. It also advises the employee that an investigatory meeting does not constitute disciplinary action at this stage. Finally it advises the employee that should the investigation conclude there is a case to answer they will be invited into a disciplinary hearing at a later date.
When
to use
Use when you want to re-invite an employee into a further investigatory meeting to continue or follow up your investigation.

Invoice Template

This document is to create an invoice for the sale of goods or services. It provides an itemised list of all products sold and the price of individual items along with quantity purchased. Finally it provides information about the payment methods and date the payment is due.
When
to use
Use when you want to obtain payment for the sale of goods or services.

Job Application Form

This document is used when you want a prospective employee to fill a form in order to apply for a job at your company. This is a detailed form which covers a number of areas ranging from their personal details, education, previous employment and relevant skills that are necessary for the job they are applying for. Finally it covers areas such as disabilities that may require special arrangements to be made and references.
When
to use
Use when you want candidates to fill application form when they make an application for employment.

Joint Parental Responsibility Agreement

This document enables you, as a father, to declare parental responsibility for your child, along with the mother. By virtue of this Agreement, you will assume a right to be involved in decision-making and remain up to date about the child’s upbringing and well-being. This includes but is not limited to medical treatment, schooling, pastime, discipline and residency.
When
to use
Use when you want to officially declare your joint parental responsibility

LLP Agreement

This document is usually used to draw a contract between the members of an LLP. It is used to establish a fair relationship between the members and protest their investment. This is a structured agreement that outlines rights and obligations of the members of the LLP.
When
to use
Use to define the relationships between members of an LLP.

Landlords Section 25 Notice - Ending Business Tenancy

This is a document that provides a Section 25 notice to a tenant that you wish to end business tenancy. It refers to the relevant regulations under which you have made the decision. It also outlines your reasons for not renewing the tenancy and the rights of the tenant.
When
to use
Use to give notice to a tenant to end business tenancy.

Last Will & Testament

This document enables you to set out essential details as to your estate (including but not limited to assets such as property, savings, shares, etc), allowing you to put your mind at ease. The structure and helpful guidance of the document makes the process of appointing guardians for your children, legacies, executors of the will and estate inheritance as user-friendly as possible. The document will need to be witnessed by 2 independent adults willing to witness the agreement in order for it to become legally binding
When
to use
Use when you want to set out express instructions as to the guardians of your children and who inherits your assets

Letter Assigning a Contract

This document is to assign the rights and obligations of a contract to another party. This letter is used when all or part of an existing contract is transferred by from on party to another. This letter contract the details of the contract assigned and the date when this assignment starts. Finally it outlines the indemnity clause and the ways to solve any disputes.
When
to use
Use when you what to assign the rights and obligations of a contract to a third party.

Letter Before Action (LBA) - Breach of Contract

This is a letter used when a creditor decides to bring a claim against a debtor who is in breach of contract. It outlines the relevant law and informs the debtor of their responsibilities. It outlines the amount of claim and has provisions for adding relevant information about the claim. It provides a final date of settlement and emphasizes the creditor reserves the rights to commence proceedings against the creditor for breach of contract.
When
to use
Use when a creditor wants to bring a claim for breach of contract.

Letter Before Action (LBA) - Claim for Debt

This is a letter used when a creditor decides to formalize their position to obtain payment of a debt. It outlines the relevant law and informs the debtor of their responsibilities. Finally, it emphasizes the fact that if the debtor fails to make the agreed payment the creditor reserves the rights to obtain a court judgement.
When
to use
When a creditor wants to formalize their position to obtain a payment of debt.

Letter Before Action - Proposed Winding Up Order

This letter is used when a creditor decides to present a winding up petition against a debtor. This happens when the creditor has exhausted all efforts to claim the outstanding monies owed and the debtor fails to make a payment. It gives the debtor a final opportunity to make a payment and avoid any further interest and charges. Finally, it emphasizes the fact that if the debtor fails to make the agreed payment the creditor reserves the rights to obtain a court judgement.
When
to use
Use when a creditor decides to present a winding up petition against a company.

Letter Ending a Contract

This is used to end a contract between two parties. This letter is used when either party in a contact exercises a relevant clause in an agreement to terminate it. The letter outlines the start date of the agreement and name of the party that wishes to terminate it. Finally, it outlines the further actions that are required as a part of the ending of the agreement.
When
to use
Use when you what to end a contract based on relevant clauses in the contract.

Letter Lifting Suspension from Work

This document is to notify an employee that their suspension has been lifted. The letter advises the employee that during the investigation it was found that the allegation is unlikely to constitute Gross Misconduct. It also informs the employee that they may be invited to an investigatory meeting until the investigation has concluded but can return work. Finally it allows you to add in a return date, time and location if required.
When
to use
Use to inform an employee they can return to work during the investigation.

Letter of Confidentiality

This document is used when you want to share some confidential information with a third property. It explains that the information being disclosed is confidential in nature and is commercially sensitive. It allows you impose restrictions on the party that is receiving the information outlines what their rights and responsibilities are. It explains how the confidential information is used.
When
to use
Use when you what to disclose confidential information to a third party which is commercially sensitive.

Letter of Intent

The is used when you want to enter into a contract with someone in the future. This letter outlines your intention to get into a contract however this does not create a contractual relationship until a future contract has been signed. The letter explains the basis of the proposed agreement and the timescales by which the parties agree to complete negotiations. In addition to that, it gives a summary of the pre-conditions to an agreement. Finally, it outlines the rights and responsibilities of both parties.
When
to use
Use when you want to show your intentions to get into a contract with someone and start negotiation.

Letter of Resignation

This document enables you to submit a formal letter of resignation to your employer. When you are leaving employment, it is usually in the interest of both parties to split on good terms. A well written resignation letter can be a helpful aid in achieving that goal. The structure and user-friendly guidance makes it very simple to formulate the reasons for your departure in a polite and professional way, including an expression of gratitude for an opportunity to work in the company.
When
to use
Use when you want to resign from your job and part on good terms.

License for Alterations

This document is to create terms and conditions that govern any minor alterations that a tenant wants to carry out to a property. This agreement is supplemental and collateral to a Lease. It outlines the changes that the Tenant can make and refers to relevant legislation.
When
to use
Use to agree to any minor changes that a tenant carry out on a property.

License to Assign a Lease

This is an agreement where the landlord and owner of the property grants license to its tenant to transfer the remaining term of the lease to another party, who will take over as the tenant. There are several cases where a tenant can assign their lease to a third party. This agreement outlines the terms and conditions that enable the landlord and tenant to do so.
When
to use
Use when you want to allow a tenant to transfer the remainder of a tenancy to another party.

License to Sublet

This is an agreement where the landlord and owner of the property grants license to its tenant to sublet whole or part of a property to another party. This agreement outlines the rights and responsibilities of both the tenant and the person(s) they are subletting to.
When
to use
Use when you want to allow a tenant to sublet your property to a third party.

Loan Agreement

This is a contract between a borrower and a lender which regulates the rights and obligations of both parties. The loan agreement starts with the information about the principle amount lent and the interest rates applicable. It then outlines the information about the repayment dates and repayment amount. It also outlines information about what happens if a payment is missed. Finally it outlines the process of handling any disputes.
When
to use
Use when you provide a loan to a borrower and want to outline the terms that would govern the relationship.

Manager Employment Contract

This document is used to create an employment contract with a new staff member. This contract is specifically used for staff members who would be employed as managers and will hold more responsibilities compared to other employees. Providing an employment contract is a legal necessity. This document provides you with a step by step guide to create a contract that specifies the rights and obligations of the employees and the employer. Finally, it also outlines important aspects of employment such as pay, benefits, holiday, sickness and termination.
When
to use
Use when you employ a new staff member within your organisation as a manager.

Maternity Leave Policy

This used to create a policy that sets out the statutory rights and responsibilities of employees who are pregnant or have recently given birth. This policy include a number of aspects including Statutory Maternity Pay, time off for ante natal care and any risk assessment that need to be carried out. It also covers holidays, work and contact during the maternity leave.
When
to use
Use to create a companywide policy that sets out the statutory rights and responsibilities of employees who are pregnant.

Minor Name Change by Deed

This document enables you, as an adult with parental responsibility for a child, to officially declare that the name of your child has changed. The document serves as written evidence to any organization of the wish of your child (and yourself) to be called by his/her new name from now on. In order for such declaration to be valid, you will need to get the document sworn by a solicitor.
When
to use
Use when you wish to change the name of your child

Mortgage Account Breakdown and Dispute

This document enables you to formally inform your Mortgage Provider of your refusal to acknowledge a debt the provider claims you owe. The document also requests the provider to stop all collection activity immediately and demand sufficient information as to the nature and origin of the debt, setting out a list of questions you wish to be answered. If applicable, the document can also be used to request further information regarding the repossession and sale of the property.
When
to use
Use this document when your Mortgage Provider contacts you regarding a debt you did not know existed/refuse to acknowledge

Non-Disclosure Agreement

This document is to create an agreement between two parties when they want to keep information passed between them confidential. This is a structured agreement which goes into the details of what constitutes confidential information and how it will be treated by both parties. It outlines the fact that all intellectual property and any other information shared would continue to remain confidential. It then explains the rights and the obligations of both parties and how they should protect the confidential information. Finally, it outlines the general steps that must be taken by both parties to keep the information confidential.
When
to use
Use when you want to share information, that you deem confidential, with another party.

Notice of Dispute in Relation to Incorrect Aliases Entry

This document enables you to inform a credit reference agency that your credit report with them contains an incorrect entry about your aliases (given name). A user-friendly guidance will help you provide the credit reference agency with details of your complaint and amend your credit report in a time-efficient manner.
When
to use
Use when your credit report states untrue/inaccurate information regarding your aliases (given name)

Notice of Intention to take Maternity Leave

This document enables you to formally notify your employer 15 weeks in advance of your intention to start your Maternity Leave. The structure and user-friendly guidance makes sure that you state clearly the desired length of your maternity leave, while not forgetting to express gratitude for the company’s understanding and support. It is essential that you remember to enclose a filled in MAT B1 FORM with your letter.
When
to use
Use when you are 15 weeks from your due date to notify your employer of the start date of your maternity leave

Notice to Exercise Break Option

The ‘Notice to Exercise Break Option’ template is used to give notice to a property owner that you want to exercise the break clause of your tenancy agreement. It is a structured document, which is used to give the notice in a professional manner. It outlines the relevant clause of the tenancy agreement under which you are exercising your right to break the tenancy agreement.
When
to use
Use to give notice to a property owner when you want to exercise a break clause.

Notice to Sever Joint Tenancy

This document enables you to sever joint tenancy if you hold property jointly with your spouse. By virtue of this notice, you will change your tenancy from joint to a tenancy in common. Under tenancy in common, you will be able to change the ownership interests each of you has in the property, to reflect your actual contribution. Another important feature of a tenancy in common is the nonexistence of the right of survivorship. You will be free to decide who is to inherit your share in the property, unlike in a joint tenancy where the interest of a deceased owner is automatically transferred to the surviving joint owner(s).
When
to use
Use when you want to switch from joint tenancy to a tenancy in common

Notification of Intention to take Shared Parental Leave (Paternity & Maternity)

This document enables you to formally notify your employer of your intention to take shared parental leave with your partner. The structure and user-friendly guidance makes sure that you state clearly the desired length of your shared parental leave, while not forgetting to express gratitude for the company’s understanding and support. It is essential that you remember to enclose a filled in Shared Parental Leave Form.
When
to use
Use when you want to share parental leave with your partner.

Novation Agreement

This document can be used to draw a legal instrument that can formalize and arrangement to substitute one party for another in a contract. Upon substitution the obligations of a withdrawing party are automatically discharged. Use this agreement to transfer responsibilities between two interested parties.
When
to use
Use to substitute one party with another in a contract.

Online Consumer Goods, Services and Digital Content Terms and Conditions

This document is for when you want to sell goods, services and digital content online. It provides the information about the seller and the product that they are selling. It provides contact details of the seller. It then explains the details of the order and how it will be processed and delivered. It finally explains the rights and obligations of the buyer and seller.
When
to use
Use when you want to sell goods, services and digital content online.

Outcome of Disciplinary - Attendance and Punctuality - Written Warning

This document is to inform an employee of your decision to formally give them a written warning for misconduct. The document advises how long the warning will stay on the employee's personnel file along with a timescale for improvement(s) to be made. It also advises that should the employee not meet the required improvements further disciplinary action could be taken. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in a written warning for misconduct.

Outcome of Disciplinary - Dismissal

This document is to inform an employee of your decision to formally dismiss them for persistent misconduct. The document advises the employee that the issue has persisted despite receiving a written and final written warning for the same reasons. It also advises the employee of their entitlement to notice and provides you the option to either work their notice or make a payment in lieu of notice with no requirement to work the notice period. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in dismissing an employee on the grounds of persistent misconduct despite receiving previous warnings for the same reason.

Outcome of Disciplinary - Misconduct - Final Written Warning

This document is to inform an employee of your decision to formally give them a final written warning for misconduct. The document advises how long the warning will stay on the employees personnel file along with a timescale for improvement(s) to be made. It also advises that should the employee not meet the required improvements further disciplinary action could be taken. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in a final written warning for misconduct.

Outcome of Disciplinary - Misconduct - Written Warning

This document is to inform an employee of your decision to formally give them a written warning for misconduct. The document advises how long the warning will stay on the employees personnel file along with a timescale for improvement(s) to be made. It also advises that should the employee not meet the required improvements further disciplinary action could be taken. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in a written warning for misconduct.

Outcome of Disciplinary - No Further Action

This document is to notify an employee that no further action will be taken against them. The document advises that following an investigation there is no case for the employee to answer. It also advises the employee that all records of this matter will be removed from their personnel file.
When
to use
Use to notify an employee that no further action will be taken against them following an investigation, which concluded in there being no case to answer.

Outcome of Disciplinary - Poor Attendance and Punctuality - Final Written Warning

This document is to inform an employee of your decision to formally give them a final written warning for poor attendance and punctuality. The document advises how long the warning will stay on the employees personnel file along with a timescale for improvement(s) to be made. It also advises that should the employee not meet the required improvements further disciplinary action could be taken. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in a final written warning for poor attendance and punctuality.

Outcome of Disciplinary - Poor Performance - Final Written Warning

This document is to inform an employee of your decision to formally give them a final written warning for poor performance. The document advises how long the warning will stay on the employees personnel file along with a timescale for improvement(s) to be made. It also advises that should the employee not meet the required improvements further disciplinary action could be taken. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in a final written warning for poor performance.

Outcome of Disciplinary - Poor Performance - Written Warning

This document is to inform an employee of your decision to formally give them a written warning for poor performance. The document advises how long the warning will stay on the employees personnel file along with a timescale for improvement(s) to be made. It also advises that should the employee not meet the required improvements further disciplinary action could be taken. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in a written warning for poor performance.

Outcome of Disciplinary - Summary Dismissal - Gross Misconduct

This document is to inform an employee of your decision to formally dismiss them for gross misconduct. The document advises the employee of the reasons behind your decision and that there employment will terminate with immediate effect on the grounds of gross misconduct. It also advises the employee that they are not entitled to any notice or payment in lieu of notice on these grounds. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to confirm your decision on the outcome of a disciplinary hearing concluding in dismissing an employee on the grounds of gross misconduct.

Outcome of Grievance Appeal Hearing

This document is to provide an employee of the outcome of a grievance appeal hearing held. It advises the employee of your final decision to either not up hold/uphold or partially uphold their grievance raised. This document is designed to allow you to add in the details of the reasons you have given the particular outcome. Finally it advises the employee that this is the final stage of the grievance hearing and there is no further right to appeal.
When
to use
Use to provide an employee of your outcome following a grievance appeal hearing.

Outcome of Grievance Hearing

This document is used to provide an employee of the outcome of the grievance hearing held. It advises the employee of your decision to either not up hold/uphold or partially uphold their grievance raised. This document is designed to allow you to add in the details of the reasons you have given the particular outcome following the investigation. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to provide an employee of your outcome following an investigation into their grievance raised.

Outcome of Probationary Review Meeting - Dismissal

This document is to inform an employee of your decision to dismiss them during or at the end of their probationary period. This letter advises the employee of the reason for dismissal along with any their final payment date and what they will be paid. Finally it provides the employee with their legal right to appeal the decision made.
When
to use
Use to inform an employee of your decision dismiss them during or at the end of their probationary period.

Outcome of Probationary Review Meeting - Extension

This document is to inform an employee of your decision to extend their probationary period. This letter advises the employee of how long their probationary period has been extended by and sets put the reasons why. It advises the employee that their attendance and conduct will continue to be reviewed and feedback will be given regularly. Finally the document informs them of the fact they could be dismissed should they not make sufficient progress throughout and during the extended probationary period.
When
to use
Use to inform an employee of your decision to extend their probationary period.

Outcome of Probationary Review Meeting - Successfully Passed

This document is to inform an employee that they have passed their probationary period. The letter advises them of their entitlement to join your company benefits and also provides and option to notify them of an increase in notice period on both sides.
When
to use
Use to notify an employee that they have successfully passed their probationary period.

PPI Claim

This document enables you to request a full refund from a company that has mis-sold you payment protection insurance. In order to maximize your chances of successful outcome, the user-friendly guidance allows you to select the most relevant claim to fit your case and backs up your argument with relevant FCA decisions.
When
to use
Use when you want to get refund for a mis-sold PPI

Part 36 offer to Settle a Debt Claim

This document is used by a debtor to offer a full and final settlement of an outstanding claim. It references the relevant law and provides you a formal letter to send to your creditor. The letter outlines the amount you are willing to pay towards the claim. It also encourages the creditor to accept the offer to avoid further costs.
When
to use
Use to offer a full and final settlement of a claim made against a debtor.

Partnership Formation

This a document that can be used in business between two or more people. The agreement defines the nature of the partnership and the responsibilities and entitlements of the partners. It is a binding contract between the partners and outlines the nature of the partnership.
When
to use
Use to draw agreement between two or more initial partners.

Party Wall Agreement for Repairs

This is a agreement between two parties who are separated by a party wall. The document outlines a set of guidelines that govern how the work is to be carried out. It also outlines the fact that the cost of repairs would be split between the parties proportionally.
When
to use
Use to set guidelines that govern work to be carried out to a party wall.

Paternity Leave Policy

This is to create a policy that sets out the statutory rights and responsibilities of employees who have a partner who is pregnant or have recently given birth. This policy includes a number of aspects including Paternity Leave, time off for ante natal care and the procedure for paternity pay. It also covers holidays, work and contact during the Paternity leave.
When
to use
Use to create a companywide policy that sets out the statutory rights and responsibilities of employees whose partner is pregnant.

Possession of Property Following Expiry of Lease

This is a letter that is used to demand the possession of a property after a lease has expired. This letter refers to relevant legislation and the compensation that you are entitled to if the tenant does not vacate the property immediately.
When
to use
Use to send a letter demanding the possession of a property when a lease expires.

Power of Attorney Revocation

This document enables you to notify your Attorney that you are revoking the authority you have previously conferred on him. Whether you are not happy with their performance or you no longer require the service, the Attorney is entitled to be informed of your decision. The document ensures that your attorney won’t carry on exercising his powers.
When
to use
Use when you want to revoke a power of attorney

Pregnancy - New and Expectant Mothers Risk Assessment

This creates a form that can be used to assess potential risks to new and expectant mothers. This document has several sections, which help a business conduct a comprehensive review of the suitability of the work place for new and expectant mothers. It also captures any necessary changes that may be required to ensure a safe working environment for new and expectant mother.
When
to use
Use to conduct a risk assessment of new and expectant mothers.

Prenuptial Agreement

This document enables you to draft an agreement ensuring that the assets you and your spouse enter into marriage with remain in your individual ownership, rather than transferring into a joint one. By virtue of this Agreement, all property, cash, heritance entitlement etc will remain in possession of the person who was the owner prior to the conclusion of marriage. It is strongly recommended that parties seek independent legal advice prior to entering into this Agreement or expressly declare in the Agreement that they have made a voluntary, considered decision not to.
When
to use
Use when you and your spouse have assets prior to marriage and you want to ensure they remain in the individual ownership of you or your spouse

Private company - Minutes of First Board Meeting

This a template that can be used to draft minutes of meetings of a first board meeting at a private company. Use this document to create bespoke minutes of the meeting using drop down and text boxes to enter relevant information. This document covers a number of resolutions that most private companies need to adopt during their first board meeting.
When
to use
Use the ‘Private Company - Minutes of First Board Meeting’ template to draft minutes of the first board meeting of your company.

Provide Notice to your Landlord

This document enables you to deliver a formal notice to your landlord of your intention to leave the property by a specified date and thus end the tenancy agreement between the landlord and yourself.
When
to use
Use when you want to end the tenancy agreement with your landlord.

Purchase Order

This is document is used to create an official commercial document which acts as a first offer issued from a buyer to a seller. The purchase order also known as PO would indicate the types of products and services, quantities and agreed prices. The purchase order does not act as a contract between the two parties and does not initial one. When the order is accepted by the seller a contract is usually formed between the two parties.
When
to use
Use to create a commercial document where the buyer indicates they would like to buy products or services from a seller.

Purchase Order Document

This document is used as a first official offer issued by a buyer to a seller. It outlines the type of goods and services, quantity and agreed price. Use this to control the purchasing of products and services from external suppliers. This document allows you to create a purchase order in a professional format.
When
to use
Use to create purchase orders to buy goods and services from and external supplier.

Rent Demand Letter

This is a letter that can be used by a property owner to demand any overdue rent. You can use this document when a tenant has failed to make a contractual payment of rent on time. If outlines the fact that rent is due immediately and that the tenant must contact the landlord to arrange a payment
When
to use
Use when a tenant fails to make a contractual payment of rent for a property that they occupy.

Rent Deposit Deed

This is a document between a landlord and a tenant. This deed is used where the landlord is taking a rent deposit to provide a fund from which it can withdraw sums to cover tenant default. The fund is usually intended to cover any tenant default. The deed outlines the rights and responsibilities of both the tenant and the landlord under this deed.
When
to use
Use when the landlord is taking rent deposit to cover any defaults on future rent payable by tenant.

Repayment Offer to Creditors

This document enables you to inform your creditors that you are requesting to set-up a repayment plan. You can also communicate your offer to them using this document. This document should accompany evidence of financial situation by providing them with your income and expenditure form and pro-rata calculation of your payments based on your disposable income.
When
to use
Use when you want to start a debt repayment plan and offer a reduced payment to your creditors

Report a Case of Disease F2508A

This document is to create a detailed RIDDOR report. This document is used to report a case of disease with detailed report about the person affected. It starts with the details of the person reporting the disease and the organisation they represent. It also includes the details of the disease including any work activity that may have caused this. Finally, it gives the details of the address where the report must be sent.
When
to use
Use to report a case of disease that has been identified at your organisation.

Report of Injuries and Dangerous Occurrences - F2508

This document is used to create a detailed RIDDOR report. This document is used to report any cases of injuries and dangerous occurrences with detailed report about the person affected. It starts with the details of the person reporting the injury and dangerous occurrence and the organisation they represent. It also includes the details of the incident and the injury along with any work activity that may have caused this. Finally, it gives the details of the address where the report is to be sent.
When
to use
Use to report an incident that led to an injury at your workplace.

Request Bank Statement

This document enables you to formally request a specific bank statement. The document is drafted to put your bank under an obligation to respond to your satisfaction as soon as reasonably practicable.
When
to use
Use when you need your bank statement, regardless of your reasons

Request Confirmation of Balance Paid in Full

This document enables you to request written confirmation from your creditor regarding the balance on your account being fully satisfied. The document ensures that your creditor provides you with full and accurate statement as to the date the payment was received and express statement that your account has been fully paid and no collection activity will take place.
When
to use
Use when you submit your final payment to your creditor

Request Creditors to Stop Collection Activity

Use this document to Stop Collection activity by informing your creditor(s) that your financial situation has become unsustainable to maintain your contractual payments. As a result, you’d like to set up an affordable repayment plan. In order to do this, you require some account information so you can assess your finances. To give you time to assess your monthly income and expenditure, the document requests that your creditors stop all collection activity and freeze interest and charges on your account. In times of financial distress, it is extremely important that you communicate with your creditors.
When
to use
Use when you find yourself in a financial difficulties and are unable to maintain your contractual payments with your creditors and want to set up an affordable repayment plan.

Request a Creditor to Reconsider Write-Off of Your Debt

This document enables you to formally ask a creditor to reconsider their refusal to write-off of your debt. The document is structured to maximise the chances of your request being granted. You can enter the reasons why you have found yourself in a financial hardship. You can inform them why you believe you will never be able to repay this debt in full. You must include any necessary evidence to back up your reasons for your request to Write-Off your debt.
When
to use
Use when a creditor refuses your first request for a Write-Off of your debt

Request a Creditor to Write-Off Your Debt

This document enables you to log a formal request to write off your debt due to your severe financial hardship. The document provides a clear structure to maximise the probability of satisfactory outcome. The guidance provided will help you argue your case effectively. You will need to provide evidence of your circumstances
When
to use
Use when you find yourself in a financial situation that does not allow you to make any sustainable payment.

Request a Debt to be Written Off as the Debtor has Passed Away

This document enables you to formally notify the creditor that a debtor has Passed Away and request the debt be written off. It is essential that you enclose a copy of the death certificate as evidence.
When
to use
Use when the original debtor passed away

Request a Full and Final Settlement Figure

This document enables you to formally request a Final Settlement Figure from your creditor when you come into a lump sum. You would use this document if you came into a lump sum to settle your debts in full. Generally, your Creditor will offer you a lower figure to settle your debt in full and final settlement. The letter requests written confirmation that the payment you make will be in full and final settlement of your account.
When
to use
Use when you have come into a lump sum and want to clear your account with your creditor.

Respond to Your Mortgage Provider Pursuing Mortgage Shortfalls – Limitation Act 1980

This document enables you to respond in the most effective manner to a mortgage provider attempting to extract payments from you with regards to a Mortgage Shortfalls, 12 (or more years) since the date on which the debt accrued. The document is carefully drafted to remind the creditor that his actions run contrary, not only to the Limitation Act but also other relevant regulation and guidance. Last but not least, the creditor is urged to seize all collection activity and issue you with written confirmation that no further action shall be taken with regards to the alleged debt.
When
to use
When you are being pursued for a Mortgage Shortfalls 12 years after the debt was accrued.

Risk Assessment Action Plan

This document creates a comprehensive log of all the action required by an organisation following a health and safety risk assessment. The log include the details of the risk and the proposed steps that will be taken to reduce said risk, It then include the name of the person accountable for the action point including the deadline by which it must be completed. Finally, it includes the category of the risk.
When
to use
Use to create a comprehensive action plan of the steps required following a health and safety risk assessment.

Risk Assessment Form

This is to conduct a comprehensive health and safety risk assessment at workplace. This document focus on the nature of risk, the level of risk and the probability of a risk. It starts with identification of risk during an audit and the people who are at risk. It then includes the controls that are currently in place to mitigate said risk and if further action is required. Finally, it categorizes the risk that has been identified based on the level, probability and severity of the risk.
When
to use
Use to create a comprehensive log of risks identified during a health and safety audit.

Salary Sacrifice for Pension Contribution

This document enables you to submit an official request to your employer regarding salary sacrifice. The structure and user-friendly guidance enables you to easily specify how much you wish to be paid from your income towards your pension account annually and request a confirmation from the pension provider
When
to use
Use when you want to sacrifice part of your salary for your pension contributions.

Sale of Goods Agreement

This document is used when you want to sell goods to a customer. It creates a formal and a legally binding contract between the buyer and seller. It provides the information about the seller and the product that they are selling. It then explains the details of the order and how it will be processed and delivered. It also explains the warranty and limitation of liability. It finally explains the rights and obligations of the buyer and seller.
When
to use
Use when you want to sell goods to a consumer and would like to create a formal and legally binding contract.

Sale of Goods Contract

This is a legal agreement between a buyer and seller. Use this document to design bespoke contracts for the sale of goods for your company. This document outlines the responsibilities of the buyer and the seller in a structured format.
When
to use
Use to create a legal agreement between a buyer and seller when selling goods.

Sale of Goods or Services Invoice Template

This document is to create an invoice for the sale of goods or services. It provides an itemised list of all products sold and the price of individual items along with quantity purchased. Finally it provides information about the payment methods and date the payment is due.
When
to use
Use when you what to assign the intellectual property you own to a third party.

Sales Agency Agreement

This is a legal agreement between a seller and agency. Use this document to design a bespoke contract with an agency to sell goods on behalf of your company. This document outlines the responsibilities of the buyer and the agency in a structured format.
When
to use
Use to create a legal agreement between a company and an agency to sell goods on behalf of the company.

Section 21 Eviction Notice

This is a document that can be used to evict tenants from a property at the end of the tenancy. It refers to the relevant legislation that give the landlord the right to evict the tenant after a notice period. It outlines the details of the property and the date when the landlord wants to gain possession of the property.
When
to use
Use to give notice to a tenant to vacate a property at the end of the tenancy agreement.

Separation Agreement

The Separation Agreement enables you to draft a legal document that will protect both, you and your partner, during the separation proceedings. The document covers a wide array of issues, including but not limited to property maintenance, ownership of assets, regular payments to either party throughout the separation and much more
When
to use
Use when you and your partner decide to part ways and live separately.

Services Agreement

A Service Agreement is used when you want to sell services to a customer. It creates a formal and a legally binding contract between the buyer and seller. It provides the information about the seller and the service that they are providing. It then explains the details of how the service will be provided and price that will be charged. It also explains the warranty and limitation of liability. It finally explains the rights and obligations of the buyer and seller.
When
to use
Use when you want to provide services to a consumer and would like to create a formal and legally binding contract.

Share Certificate

This is a document that can be used to certify a person is a registered holder of shares in your company. The certificate provides the details of the number of shares held by the individual and their value.
When
to use
Use where you give shares in your company to an individual.

Shared Parental Leave Policy

This document is used to create a policy that gives employees who are parents to babies or adopters the opportunity to share leave during child’s first year in family. This policy does not affect the ordinary paternal policies. It provides employees with a more flexible approach to the way in which the parents can share the care for their baby.
When
to use
Use to create a policy that sets out the options where new parents can share responsibility responsibilities of a new born child.

Shareholders Agreement

This document is usually used to define the relationships amongst shareholders. The document can also act as a template to define the roles and responsibilities of the shareholders. This is a structured agreement which takes into consideration various aspects of business including the key decision makers, frequency of board meetings, obligations and entitlements.
When
to use
Use to define the relationships between shareholders and key decision makers in a company.

Statement of Account

This document is used to provide a statement of account in a professional format. You can print this on your company letterhead and issue it to your customers. It outlines the outstanding invoice number, amount, payment terms and description of the goods and services provided. It also has a section for bank account and payment methods.
When
to use
Use to provide a statement of outstanding invoices to your customers.

Statutory Declaration Form

This document is used to make a declaration before anyone who is authorised by law to hear it, such as a solicitor. This form allows you to make a statement in a prescribed format and affirm that your claim is true to the best of your knowledge.
When
to use
Use to make a statement that your claim is true to the best of your knowledge.

Suspension Letter for Alleged Gross Misconduct

This document is used to advise an employee of your decision to suspend them from work with immediate effect. It informs the employee that they have been suspended to allow an investigation to take place regarding and allegation of Gross Misconduct. The document informs the employee that their suspension will be kept to a minimum and is not an assumption of guilt nor disciplinary action. Finally it provides you to add in terms of the employee’s suspension to allow the investigation to be conducted impartially.
When
to use
Use to advised an employee that they have been suspended from work with immediate effect to allow an investigation for an allegation of gross misconduct to take place impartially.

Terms and Conditions for Sale of Goods to Consumer via a Website

This document is for when you want to sell goods to a customer online using your website. It creates a formal and a legally binding contract between the buyer and seller. It provides the information about the seller and the product that they are selling. It also provides contact information of the seller and process of returns and refunds. It then explains the details of the order and how it will be processed and delivered. It also explains the warranty and limitation of liability. It finally explains the rights and obligations of the buyer and seller.
When
to use
Use when you want to sell goods to a consumer using your website and what to create legally binding contract.

Terms and Conditions for Supply of Service to Consumer via a Website

This document is used when you want to provide services to a customer online using your website. It creates a formal and legally binding contract between the buyer and seller. It provides the information about the seller and the service they are providing. It also provides contact information of the seller and process of returns and refunds. It then explains the details of how the service is provided. It also explains the warranty and limitation of liability. It finally explains the rights and obligations of the buyer and seller.
When
to use
Use when you want to provide services to a consumer using your website and what to create a legally binding contract.

Tupe Contract

This document is to create an employment contract with a staff member when they have been transferred from employer to another under TUPE transfer. This contract allows the employee to retain almost all of existing rights. This document provides you with a step by step guide to create a contract that specifies the rights and obligations of the employees and the employer. Finally, it also outlines important aspects of employment such as pay, benefits, holiday, sickness and termination.
When
to use
Use when you transfer an employee form one company to another by TUPE transfer.
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