Lexis® Practical Guidance: In-house Adviser

Why Lexis® Practical Guidance: In-house Adviser?

Lexis® Practical Guidance In-house Adviser offers convenient, online access to guidance on legal risk management, the processes involved in the creation and management of productive legal teams, how to conduct business in global jurisdictions and how to effectively deal with crises. Content is prepared by topic experts and experienced global leaders, whose wealth of expertise offer valuable counsel, affording legal advisers the confidence to do business in the UK, USA, Brazil, Canada, China and in many other key global jurisdictions.

Additional practical aids and useful resources are provided, which include business continuity plans, policy documents and electronic handbooks. Practical Guidance In-House Adviser also provides time-saving resources such as forms and precedents that are downloadable and customisable, as well as numerous checklists that guide users and teams in their business and management processes, ensuring a reliable adherence to international best practice.

With Lexis® Practical Guidance: In-house Adviser you get:

Convenient online access to:
  • 170 Guidance Notes within 15 Topic Overviews
  • Over 40 Forms, Precedents and Checklists – ensuring not a single step is missed
  • Legislation & Case Law – access to relevant cases at the click of a button
  • Practice Directives – know what the procedure is in different courts
  • Over 35 other useful resources such as external websites and additional readings

Guidance on each step taken in In-house Adviser:
  • Understanding crucial business skills such as:
    - Operational management
    - Project management
    - Strategic management
    - Key financial concepts
  • Doing business across 17 major international countries
  • Stakeholder management
  • Effective team management
  • Legislation regarding arbitration from major global jurisdictions (IBA, ICC, DIAC and the New York Convention)

Guidance Notes

Useful reference material that offers direct access to relevant case law, legislation and commentary works, and practical know-how on specific areas within In-House Adviser.
A few key guidance notes are outlined below. The full list can be viewed in the complete table of contents.

Risk management: data protection

This guidance note is ideal for junior compliance officers as it guides them on how to assess any existing policies, how to tweak and amend the existing policies and how to implement news ones.

It provides step-by-step guidance on the various aspects of data protection risk management, such as:

  • The tasks involved
  • Ways to protect personal information
  • Organisational risks associated with:
    - holding personal information
    - social media
    - a lack of training or in-effective training arrangements
    - monitoring staff's use of company devices
    - restricting access to confidential information.

This guidance note also offers a range of customisable and downloadable resources that include the:

  • Types of Personal Information and Processing Checklist – Companies require personal information for different purposes. This checklist distinguishes the different types and their purposes.
  • Internal Risk Report Form – Companies need processes in place to prevent them from suffering from major organisational risks. This form is states the different types of risks that must averted.
  • Social Media Policy Document - Describes the permitted and prohibited use of social media on company devices.
  • Letter Confirming Receipt of Request for Information – When a request for information is made in terms of the various pieces of legislation, confirmation of receipt must be tendered. This template is customisable and can be amended to each company's specification.

Global collaboration

This guidance note outlines the main factors that an in-house lawyer needs to consider when planning cross-border projects or deals. It provides useful guidance on building productive relationships with a diverse team working in international jurisdictions, the logistics of coordinating meetings and assignments across different time zones and handling challenges like language issues, negotiations and building trust.

This guidance note is ideal for trainee/new company secretaries and chartered secretaries as well as junior compliance officers establishing or maintaining an in-house advisory department for a multinational corporation.

It provides valuable resources such as the:

  • Working in Multilingual Teams Checklist – Offering tips on how to conduct a project across various countries and how to deal with certain challenges such as language and basic introductions.
  • Global Collaboration Template – For the global team member profile. It is recommended that this template be used when a multinational project is commencing. It involves the inclusion of a photo, hobbies and/or interests etc. to assist in team cohesion.

Practical Aids

Precedents, checklists and forms that can be used to offer advice confidently and execute tasks accurately.
A few key resources are listed below. The full list can be viewed in the complete table of contents.

  • First 90 Days as a Team Leader Checklist: It probably takes at least six months to properly settle into a team leader role, even if the individual has not shifted organisations or even teams. This checklist helps the individual structure the first three months of this period.
  • Key Information for External Lawyers Workflow Table: Featuring a set of questions, documents and ideas that must be included in the instructions by an in-house lawyer who is collating key information to send to the external lawyer.
  • Global Collaboration Template: For the global team member profile. It is recommended that this template be used when a multinational project is commencing to encourage team cohesion.
  • How to Manage Under-performance in Your Team Checklist: Guidance on effectively addressing poor performance with an individual.
  • Internal Communications Plan Template: Assists with the capturing of the information that is needed to structure an internal communication plan.
  • Business Continuity Plan Template: Details the procedures that should be followed if the business suffers an interruption. It assists the business in putting processes and procedures in place to speed up the recovery and become fully operational again.
  • Checklist for Project Success: Outlines the core elements that characterise all successful projects. It also assists the user in evaluating some of the projects that he/she has previously been involved in, as a reflective and educational exercise.
  • Key Phases to Project Management Flowchart: Covering the steps involved in defining, planning, implementing and closing a project.
  • Social Media Policy: Describes the permitted and prohibited use of social media on company devices.
  • Invitation to Tender Process Flowchart: Steps that assists in the invitation to tender process. Assists in setting up a panel and its objectives.


The guidance notes and additional resources for Lexis® Practical Guidance In-House Adviser were drafted by the LexisPSL In-house Adviser team. Numerous international law firms also contributed to the drafting of the content

These firms are listed below:

  • Andreas Neocleous & Co. LLC
  • Bersay & Associés
  • CMS (Cameron McKenna) Brazil
  • Dentons
  • Garlicke & Bousfield Inc.
  • Haldanes Solicitors & Notaries
  • Hergüner Bilgen Özeke
  • Heuking Kühn Lüer Wojtek
  • J. Sagar Associates
  • Lee and Li Attorneys-at-Law
  • Matheson
  • Miller Thomson LLP
  • Minter Ellison Rudd Watts Lawyers
  • Okuno & Partners
  • Vedder Price
  • Yoon & Yang LLC
  • Zhong Lun

Time is scarce and the law is ever changing. Keeping pace with the shifts is a job unto itself but, chances are, it is not your only job. 

Curated by top South African legal experts, LexisNexis® Practical Guidance™ helps you navigate dynamic legal terrain by delivering practical aids for your everyday concerns in one convenient platform .

It saves you time and energy so you can focus on the expertise that only you have.

Fill in your details and we will contact you to show you the benefits of LexisNexis Practical Guidance

Contact us

Call us: +27312683007

Email: customercare@lexisnexis.co.za