Writing templates for client

When you draft a template for a client, you risk the firm being liable for the client's later use of it. This can happen for several reasons including simple client mistake, the client using it for an unintended purpose and if the law has since changed. Take the following steps to manage any unreasonable exposure for the firm. Begin every template with a short paragraph that spells out exactly when and how the template can be used and also spell out where it must not be used.

Make it clear that the template is only for the client's use and they cannot share it with third-parties. Suggest the client seeks advice each time before using the template. Consider adding a watermark, for example "TEMPLATE - SEEK LEGAL ADVICE BEFORE USE."

You should also warn that laws change and we are not responsible for updating the template or warning them when an update is needed. You could offer an annual template update, whilst reminding the client that this could still mean a template is out of date for close on a year.

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