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We understand the key considerations clients face when determining how best to resource varying volumes of legal and compliance work.

Instant In-house is a bespoke retainer service for insurance intermediaries which provides instant access to a team of lawyers and compliance specialists for a fixed fee.

The team that we offer will be carefully selected having regard to your specific requirements and can work with you remotely or at your offices.

This model allows us to deliver our advice quickly, with a deeper insight into your business, and more cost-effectively than if we were to work on traditional hourly rates.

How it works

We set up your bespoke retainer package in three stages:

1. We get to know you - We do the work getting to know you and putting a team in place — free of charge.
   1. We provide an initial telephone consultation free of charge, providing us with an opportunity to better understand your requirements.
   2. You will be allocated a client partner, responsible for you as a client, and a dedicated client relationship manager to serve as your daily point of contact. Your client relationship manager will get up to speed with your business and your requirements quickly.
   3. As part of this process we are happy to invest time up-front speaking to stakeholders, considering key issues, and prioritising the work to be
2. We agree your bespoke retainer - Following your initial consultation, we will provide you with a proposal setting out our suggested scope of work, the team who you will be working with and a pricing model which is clear and straightforward.
3. We get to work - From that point on, you and your wider team will be able to call upon our services, treating us as an extension of your in-house legal and compliance team.
   You won’t have to worry about obtaining fee estimates, agreeing fixed fees, or other formalities and we will agree with you a process for reviewing the arrangement on a regular basis to ensure that the retainer is delivering excellent value.

What can be included?

Your carefully scoped, bespoke retainer package will be unique to you and tailored to the needs of your business. We have set out below a few examples of the types of services typically included in our bespoke retainer arrangements:

• Compliance queries - Responding to compliance queries, including relating to FCA permissions, client money and compliance with ICOBS, IDD and the FCA Handbook
• Commercial contracts - Reviewing contracts with customers, insurers and others, including binders, TOBAs and Appointed Representative Agreements
• Advertising and marketing - Advice in relation to product claims and promotions
• Employment and HR services - Advice on all employment issues including variations to contracts and terminations of employment, taking into account any SMCR considerations
• Intellectual property - Including strategic IP advice and exploitation agreements (but typically excluding filing and prosecution work, and IP disputes)
• Corporate governance and company secretarial
• Preliminary advice on disputes - (Typically delivering a preliminary assessment of our client’s position, and advising up to sending a letter before action)
• Property - This list is by no means exhaustive, so if you have something else in mind, please just let us know.

We will always offer you:

• A dedicated Client Relationship Manager (CRM) - An experienced solicitor who is readily available as your daily point of contact. The CRM will act as a triage service for new instructions, identifying the relevant practice area specialist, and managing the delivery of our advice to ensure you receive the same, consistently high standard of service irrespective of who undertakes the work.
• Monthly reporting - A report setting out the current status of each matter undertaken under the retainer during the current reporting period.
• Regular review meetings - Your client Partner would review your retainer with you at regular intervals (typically monthly or quarterly) to ensure you are getting best value, and to provide flexibility should your needs change.
• Added value - As part of agreeing to your retainer arrangement, we can offer a complimentary program of free legal training which is tailored to your business.