Terms and Conditions
General Terms
The Infolegal Compliance Hub and other services provided either through the main website (www.infolegal.co.uk), the Compliance Hub or InfoHub (www.myinfolegal.net) or through other means are provided by Infolegal Limited (“Infolegal”), a risk and practice management consultancy working with the legal profession. Infolegal is not authorised or regulated by the Solicitors Regulation Authority and does not provide formal legal advice. Infolegal, through the Compliance Hub/InfoHub, its main website and through its other advice services and generally, provides commercial information, training and assistance on law firm management, risk and compliance issues.
Use of the Main Website
- The terms and conditions in this section apply to the use of the Infolegal website at www.infolegal.co.uk (“the Website”) by both registered (“Registered User”) and non-registered (“Non-Registered User”) users (together referred to as “User”). Use of the Website or any of the services offered by or through the Website constitutes confirmation by the User that they accept these terms and conditions. If the User is not able to accept them then they must cease using the Website.
- This Website is provided by Infolegal whose registered office is at 2 Crown Lane, Four Oaks, Sutton Coldfield, West Midlands, B74 4SU.
- Information set out on the Website is for general guidance only. It should not be regarded as constituting legal, conduct, business or other advice and should not be relied on as such. If the User has a specific legal or other practice related problem then they should contact Infolegal who will put them in contact with a suitably qualified solicitor, barrister or other appropriate person so that advice and assistance can be obtained.
- Please note also that nothing in the Website should be treated as constituting an offer to provide services. The content of the Website is based upon the laws of England and Wales and regulations issued by the various regulatory bodies referred to, unless otherwise expressly stated. In particular, it should be noted that, whilst every care has been taken, Infolegal does not make any warranties, representations or undertakings as to the quality, accuracy, completeness or fitness for purpose of any of the information contained within the Website. Anyone accessing the Website other than in England and Wales and who is not a solicitor should note that all references are to regulations and requirements which apply to solicitors in England and Wales and care must be taken to interpret any information accordingly.
- The content and design of the Website, together with all images, text and other information and media are either owned, or licensed, by Infolegal and are protected by copyright, trade mark and other intellectual property rights and laws throughout the world. Reproduction of all or any part of the Website in any form is prohibited. None of the contents of the Website may be copied or otherwise incorporated into or stored in any other website, electronic retrieval system, publication or other work in any form (whether hard copy, electronic or otherwise). For the avoidance of doubt, deep-linking to, or framing of, the Website or any part of it is not permitted without express permission.
- The public part of the Website (that is to say that part of the Website which does not require a Registered User to login using a username and password) is provided free of charge and Infolegal gives no guarantee that it will be uninterrupted. Infolegal reserves the right to suspend or withdraw the whole or any part of the public Website at any time without notice and without incurring any liability.
- In particular it is emphasised that nothing contained on the Website should be treated as constituting legal or other professional advice by or on behalf of Infolegal and the User should take formal legal advice before embarking upon, or refraining from, any particular course of action.
- In the event that a User is referred to a third party for advice, assistance or representation then no liability whatsoever shall attach to Infolegal in respect of that advice, assistance or representation and the User should satisfy themselves that the advice provided is appropriate in all the circumstances to their needs and requirements.
Membership of the Infolegal Compliance InfoHub
- The Infolegal Compliance Hub (“the InfoHub”), which is to be found at www.myinfolegal.net, is a service provided by Infolegal.
- Use of the InfoHub is restricted to those who have registered to do so (“Registered Users”) and who have paid the fee appropriate to their size of firm.
- Only Registered Users may access the content provided on the InfoHub.
- Infolegal make a charge for accessing the InfoHub which is based upon the number of partners/directors in the firm. For these purposes partner is intended to include any person held out as a partner (including salaried partners) and director is intended to include anyone who is a director of a limited liability firm whether they are legally qualified or not.
- Members and a permitted number of additional persons with the firm (see below) are entitled to access all of the materials accessible as part of their subscription on the InfoHub. This includes the contents of the Solicitors Office Procedures Manual, training courses, factsheets, guidance notes, compliance bulletins, documents, precedents, templates and any other resources provided by Infolegal which have been designated as included within the subscription. Note, however, that from time-to-time Infolegal may offer additional, non-inclusive products (including additional login rights to the InfoHub for members of the User firm over and above the basic login rights – see below), materials or training courses of a particularly complex nature, books and other printed resources or materials pr products offered on behalf of third parties. These will be clearly indicated as non-inclusive items.
- Members are also permitted to use the InfoHub in order to store, process and disseminate information about their own firm and to process internal matters in relation to partners, directors and all other personnel. This information is private to the member firm in question (see the Privacy Policy). This information may be accessed by all partners, directors and all other personnel who are registered users or by any third-party to whom the firm chooses to grant access to that information. Firms must NOT, however, grant access to any of the resources referred to in paragraph 3.5 above, or any other resources produced by Infolegal or any third party working with Infolegal, to any person who is not a partner, director or other member of the firm’s personnel. Only information relating to the firm itself may be shared in this way.
- Membership of the InfoHub lasts for the period of one year from the date upon which it was purchased. Continued access to the InfoHub, and the continued right to use the information and materials contained within the InfoHub or referred to by the InfoHub, will be dependent upon a continuing membership. In the event that membership comes to an end the former Registered User must immediately cease using and relying upon the materials provided by Infolegal, although any precedents drafted for use within the firm may continue to be used. Access to the InfoHub and its contents will terminate upon that membership lapsing.
- Purchase of a subscription to the InfoHub will constitute a binding contract between the Registered User and Infolegal. No allowance or rebate will be made by Infolegal for any under-usage of the InfoHub by the Registered User or in the event that a user terminates their membership during the course of a membership period. All subscriptions, even those where the Registered User is paying monthly, are for a minimum period of 12 months. No refund will be made if the subscription is terminated before the end of that 12 month period and in the case of a subscription paid monthly all remaining instalments of that subscription will immediately fall due in the event that the subscription is terminated. Annual subscriptions (which attract a discounted rate) will be renewed where required for the whole of the following year. Monthly subscriptions will, following the end of the initial 12 month period, be on a month to month basis and can be terminated at any time on just one month’s notice
- Prospective and Registered Users must, when purchasing a membership to the InfoHub, purchase a membership which is appropriate to the size of their firm at the time at which it is purchased. Infolegal reserve the right to raise a further charge and/or disable the use of the InfoHub in any circumstances where a firm has incorrectly stated its size at the time of registration. Size of the firm is based upon the maximum number of partners/members/directors at the time at which the registration is purchased (see above as to the definition of partner and director). The firm size bands are sole practitioner (which includes a solicitor practising without legally qualified colleagues as well as a sole principal), 2 – 4 partner/member/director firm, 5 – 9 partner/member/director firm and a 10 – 15 partner/member/director firm. Firms with 16 or more users should contact Infolegal to discuss their membership requirements. The prices are set out on the main Infolegal website. Infolegal reserves the right to change the basis of this charging provision at any time in the future (without prejudice to the membership of any existing members) and to amend these terms and conditions and to increase prices before any renewal.
- All memberships come with the right for the member to register a number of additional users as part of their subscription. The number of additional users is based upon the membership package purchased. Sole practitioner packages come with a total of 5 users, 2 – 4 partner packages have 15 users in total. 5 – 9 partner packages have 30 users in total. 10 – 15 partner packages have 50 users in total. 16 + partner packages are by negotiation. All members can purchase the right to have additional users over and above these numbers added to the system. These come in units of 5 or 10 users and the cost is an annual subscription which is added on to the firm’s normal annual subscription. It can also be paid monthly.
- Infolegal will keep a record of all of those who have purchased membership of the InfoHub. Information held about an individual Registered User will be made available to the Registered User by way of the “Firm Details”, “User Management” and “Manage Profile” functions within the InfoHub. It is up to each Registered User to ensure that they keep their information up to date and Infolegal can accept no responsibility for any errors arising from the use of out-of-date information. In particular, members will need to keep their payment details up to date if they are to be able to rely upon monthly billing and being able to purchase services from within the InfoHub. Users must keep their username and password confidential and must not allow others to access the materials. By registering, users agree to accept responsibility and liability for all activity that occurs from the use of their account. Infolegal confirms that the member information held will only be used for the purposes of the InfoHub services and for sending to the Registered User a Compliance Bulletin and other relevant regulatory and management related information. See separate privacy policy.
- In order to register to use the InfoHub, a prospective user must provide information including (but not limited to) their name, a password, a contact, a working primary email address, telephone number and physical address. Infolegal will use this information in accordance with the privacy policy set out elsewhere. In order for payments to be taken for the various services as appropriate, users will be redirected to payment gateways. Infolegal does not itself keep or have access to any financial details for a Registered User other than the fact that a payment has been made, what that payment is for and when it was made.
- The InfoHub may be accessed by the primary user within the firm using the primary login and by the permitted number of additional users (depending upon services purchased) using their own login details. Logins should not be shared between more than one user and a separate user licence needs to be assigned or purchased for each individual user. All documents, guidance, training or other information provided by Infolegal under the terms of the Registered Users subscription to the InfoHub is intended for use by the Registered User and the partners, directors and employees of that practice only and it must not be disclosed to or made available to any third party outside of the firm. Firms may, however, share with third parties that information which they have recorded and stored in the firm-information sections nof the InfoHub. No liability will be accepted under any circumstances for any reliance placed upon any information by any third party. In the event that a Registered User, in contravention of this term, discloses any information or login details to a third party outside of the Registered User firm which allows that user to access any of the services referred to in paragraph 3.5 above then Infolegal reserves the right either to terminate the Registered User’s membership forthwith and without compensation or to charge the Registered User an additional year’s subscription based upon the size and nature of the third party and such sum shall be due from the Registered User until such time as the third party ceases to use the InfoHub.
- The Registered User agrees that all logins and other details including usernames and passwords or other user identification information are personal to the Registered User or others within the firm of the Registered User and shall ensure that they are kept confidential and not disclosed or transferred to any person not entitled.
- Without prejudice to any other right or remedy available to it, Infolegal reserves the right to disable any login, password or other user identification at any time, if it appears to it that any Registered User has failed to comply with these terms.
- The Registered User further agrees that by using the Infolegal website and the InfoHub they agree not to:
- Impersonate any other person alive or dead or use a false name or create a false email address with the intention of misleading Infolegal or any other person as to their identity or provide inaccurate or unreliable contact details;
- Disseminate any of the information contained within the InfoHub of the kind referred to in paragraph 3.5 above to any person outside of the firm of the Registered User;
- Damage, interfere with or disrupt access to the InfoHub or do anything which may impair its functionality including the use of computer viruses, corrupt data, Trojan horses, worms, or any other harmful software;
- Use the InfoHub in any way to send unauthorised or unsolicited materials;
- Store, access, publish, upload, distribute, disseminate or otherwise transmit to or from the InfoHub, defamatory, offensive, obscene, indecent or other unlawful or objectionable material or information;
- Obtain or attempt to obtain or assist others in obtaining unauthorised access to the InfoHub.
- Use the InfoHub for any purpose or in any way that is prohibited by these Terms or under the general law.
Training Courses
- Users have access to all of the inclusive training contained on the Infolegal InfoHub (the “Training Courses”) at no further charge. Inclusive training courses are those provided by Infolegal at no further cost to the user and do not include special or complex courses or courses offered through an external provider that are offered on the basis of a separate payment being made. They may continue to access the Training Courses throughout the period of their membership of the InfoHub. If their membership lapses, they will no longer be able to view and access the Training Courses.
- The inclusive Training Courses may be viewed by all partners and registered users within the Registered User Firm. The firm should ensure that the courses are not used by those in the firm who are not registered users and additional registrations should be purchased where necessary. Training Courses may not be used by those who are not partners, members or staff within the Registered User Firm even if the firm has not exceeded its number of registered users.
- All efforts have been taken to ensure that the Training Courses are correct in terms of the information they contain at the time at which they are viewed. However, the law, regulations and practice change from time to time. From time-to-time Training Courses on offer through the InfoHub will be updated. Registered Users must bear this in mind and may wish to make arrangements for partners, members and staff to review the revised Training Courses. In the event that a Training Course is updated, Infolegal will publish details of that fact in the Infolegal Alerts section on the InfoHub Welcome Page and will refer to the updates in the Compliance Bulletins. Because training courses cannot be downloaded and must be viewed on the InfoHub, there should be no problem with users having stored out-of-date versions of the Training Courses.
- From time-to-time Infolegal may offer additional training courses produced by third parties. In the event that they do so then an additional charge may need to be made. Registered Users will have the opportunity to decide whether or not they wish to purchase these additional courses and the extent to which they wish to make them available within the Registered User Firm.
- Registered User Firms can use the Course Manager functionality on the InfoHub for managing the use of the Training Courses within the firm. This will allow the firm to nominate a person or persons to be a Course (Training) Manager, to assign courses to users as appropriate and to monitor the progress of those users in terms of the courses undertaken and quizzes answered. Users can make Notes about the courses they do using the system. Users should bear in mind that the Course Manager can see how they did in any quiz and read the content of any notes made.
Factsheets, Guides and other inclusive materials
- Factsheets, guides and other inclusive materials (“the Materials”) are available to all registered InfoHub users.
- All efforts have been taken to ensure that the Materials are correct in terms of the information they contain. However, the law, regulations and practice change from time to time. Because the Materials may be downloaded, it is up to each Registered User to ensure that the Materials they are accessing are the up-to-date versions of them. In the event that the Materials are updated, Infolegal will publish details of that fact on Information Resources Page, in the Infolegal Alerts section of the Home Page and will refer to the updates in the Compliance Bulletins. Users may then wish to re-download or review those materials.
- The Materials are intended for use by the Registered User and the partners, directors and employees of that practice only and must not be disclosed to or made available to any third party outside of the firm. No liability will be accepted under any circumstances for any reliance placed upon the content of the Materials by any third party.
- If the Registered User provides consultancy services, they may not sell any part of the Materials to any client firm, nor may they use or adapt the Materials for use with any client firm. The Registered User is authorised to advise firms on the use of the Materials if the firm in question has purchased an original version of the Materials for their own use.
- Please note that Compliance Bulletins are intended to reflect the state of the law, regulation and practice at the time at which they were issued and will not be updated. It is therefore up to each Registered User to take the appropriate steps to ensure that the information contained in a particular Compliance Bulletin is still relevant and up-to-date.
Links to other resources
- Parts of the InfoHub may provide links to other resources not contained within the InfoHub and over which Infolegal has no control as to location, form or content.
- Whilst Infolegal will take all care in ensuring that links remain valid, no liability can be accepted for any non-functioning links. Infolegal cannot be held liable for the content of any off-site materials over which it has no control and users must take steps to satisfy themselves as to the correctness of any information before acting, or refraining from acting, on the basis of that material.
The Solicitors Office Procedures Manual
- All rights, including the copyright in the Manual, are the exclusive property of Infolegal as author. The author also asserts their moral rights in relation to this work.
- All rights reserved and all copying, renting, transmission, amendment, adaptation and/or distribution of the Manual or any part of it is strictly prohibited without the prior written permission of Infolegal. If the Registered User has purchased a copy of all or any part of the Manual from Infolegal then they are authorised to adapt or edit it for use within their firm for internal purposes only. It is a condition of sale that they do not re-sell it or pass it on for use elsewhere.
- If the Registered User provides consultancy services they may not sell any part of the Manual to any client firm, nor may they use or adapt the Manual for use with any client firm. The Registered User is authorised to advise firms on the use of the Manual if the firm in question has purchased an original version of the Manual from Infolegal for their own use.
- The Manual will, from time to time, be updated to take account of changes in the law and regulation. All Registered Users will be entitled to updated versions of the Manual during the continuance of their membership but this right will be terminated in the event that the Registered User ceases to be a subscriber at any time and for any reason.
Consultancy Services
- The terms and conditions set out above apply to the Web Site and to services delivered through the InfoHub.
- In the event that any User (whether a Registered User or Non-Registered User) shall receive consultancy services from Infolegal or shall be provided with in-house training services by Infolegal (hereafter referred to as a “Consultancy User”), then the following terms and conditions shall apply.
- No fees arise until a retainer has been agreed with the Consultancy User. If an initial meeting is required to discuss the Consultancy User’s requirements in terms of the provision of services then travelling and time expenses to be charged will be raised with the Consultancy User in advance of that initial meeting.
- Daily consultancy rates vary according to the size and location of the Consultancy User firm, the complexity of instructions and any other special features that may arise. A daily rate will be agreed in advance together with an estimate of likely time input. This estimate will only be varied after notice to the Consultancy User or by agreement. Rates vary from £800 to £1500 per day. On certain projects an hourly rate will be charged instead of a daily rate which will be agreed in advance.
- Expenses will be added to the total due for fees and are charged at standard rail fares where possible, or mileage at the rate of 45p/mile plus parking. VAT at the standard rate in force is added to all invoices.
- All invoices are payable within 15 days. The right to charge interest at 10% per annum on all amounts outstanding after that time from the date of the invoice is reserved. Prompt payment is very much appreciated.
- To the extent permitted by law, no liability is accepted for any loss or damage caused through the contents of any training session which must be understood to be by way of general information only, and not constituting formal advice. In relation to consultancy assignments no liability is accepted unless and until a formal contractual engagement has been agreed. In such circumstances liability is limited to £500,000 for each and every claim. The Consultancy User agrees that no claim may be made against any individual who is a director, associate or representative of Infolegal Ltd whether in addition to or in place of any claim against the company. We do not accept liability for any computer virus inadvertently transmitted from the company or any of its representatives.
- Instructions will be declined where there could reasonably be regarded as being a conflict of interest – e.g. marketing advice to different firms in the same location or market.
Intellectual property
- At all times, Infolegal or its licensors remain the owners of the intellectual property in the Materials, the Training Courses and the Manual. None of these, nor any part of them, may be reproduced, stored in a retrieval system or transmitted in any form or by any means without the prior written permission of Infolegal.
- In consideration of the payment to Infolegal by the Registered User of the registration fee appropriate to a firm of that size, Infolegal grants to the Registered User a non-exclusive, non-transferable licence to use the Materials, the Training Courses and the Manual for use within the Registered User firm by the number of users that the licence grants to a firm of that size plus any additional user licences purchased.
- Save as expressly set out in these Terms, the Registered User may not modify, copy, reproduce, re-publish, sub-licence, sell, upload, broadcast, post, transmit, make available, disseminate or distribute in any way any of the Materials, the Training Courses and the Manual. The Registered User may not modify, adapt, merge, translate, disassemble, decompile, recompile or reverse engineer any software forming part of the InfoHub, the Materials, the Training Courses or the Manual or create derivative works based on the whole of or any part, or which incorporate, the InfoHub, the Materials, the Training Courses and the Manual into any software program.
- Use of the InfoHub, the Materials, the Training Courses and the Manual not expressly permitted in these Terms is strictly prohibited and will constitute an infringement of either Infolegal’s copyright or other intellectual property rights or the copyright or other intellectual property rights of Infolegal’s licensors.
Data Protection
- Infolegal will process the information it receives from the Registered User, or otherwise holds about the Registered User, in accordance with these Terms and the Privacy Policy.
- The Registered user consents to the use by Infolegal of such information in accordance with these Terms and Infolegal’s Privacy Policy. Infolegal will use such information in order to:
- perform its obligations and enforce its rights under these Terms;
- contact the Registered User by email, telephone or post to inform them about other products or services which may be of interest to them and to send to them the Compliance Bulletin and any other communication whose purpose is to inform and guide the Registered User;
- Infolegal may share your information with its agents and service providers for the purposes of delivering its services.
- The Registered User has the right to receive details of the personal information held by Infolegal free of charge.
- On occasion Infolegal may conduct online surveys. This is used to gauge its service, collect demographic information and other information that it may find useful. Infolegal may share non-personal, aggregated information with third parties. The Registered User agrees to Infolegal using that information in this manner.
Contact Details
Infolegal Limited has its registered Office at 2 Crown Lane, Four Oaks, Sutton Coldfield, West Midlands, B74 4SU. The Company Registration Number is 7851850. You can email Infolegal at help@infolegal.co.uk