Ompn
Matter Plans
DocumentsFieldsCommunityBlogNerd Stuff
Join Discord
LOADING...
OMPN ยฉ 2026|v2.4|TermsFieldsBlogDiscordSitemap
Plans1
UK Corporate Shareholder Agreement

Corporate Law/6s

  1. Home
  2. Matter Plans
  3. United Kingdom
๐Ÿ‡ฌ๐Ÿ‡ง

United Kingdom Legal Matter Plans

Common Law (England & Wales, Scotland, Northern Ireland)

United Kingdom legal matter plans cover corporate governance, commercial transactions, regulatory compliance, and civil litigation under English and Welsh law. Our UK library provides practitioner-grade workflow templates for proceedings in the High Court of Justice, County Court, Employment Tribunal, and specialist courts including the Intellectual Property Enterprise Court (IPEC) and the Financial List. Plans address Companies Act 2006 corporate governance obligations, commercial contract disputes under the Civil Procedure Rules 1998, commercial property transactions under the Land Registration Act 2002, employment law matters under the Employment Rights Act 1996, and FCA-regulated financial services compliance. The library is growing with contributions from solicitors and barristers across England & Wales, Scotland, and Northern Ireland.

Total Plans1
Master Plans
1
Derivative Forks0
Jurisdictions1

Browse by Jurisdiction

England & Wales

1 plan
  • Corporate Law1

Practice Areas Covered

Corporate Law1 plan

About United Kingdom Legal Matter Plans

The Open Matter Plans Network gives United Kingdom legal practitioners 1 free, practitioner-grade matter plan templates spanning 1 practice areas. Each plan is a structured checklist that walks your team through every stage of a matter - from initial instructions to file closure - with estimated time units, key dates, and role assignments built in. Use them directly or export to CSV for your practice management system.

Every plan in the United Kingdom library is maintained by verified legal practitioners and aligned to the SALI Alliance Legal Matter Standard Specification, making them compatible with legal AI workflows and PMS integrations. Plans are community-reviewed, version-controlled, and updated when legislation or court rules change - so you can trust they reflect current United Kingdom procedural requirements.

Browse the full plan library above to find the matter type your practice needs.

Frequently Asked Questions

What United Kingdom legal matter plan templates are available?

The Open Matter Plans Network provides 1 free United Kingdom legal matter plan templates across 1 practice areas. Areas covered include Corporate Law, and more. Each plan is a structured, step-by-step checklist aligned to United Kingdom's court rules and SALI taxonomy.

Are the United Kingdom legal matter plans free to use?

Yes. All United Kingdom legal matter plans on the Open Matter Plans Network are free to access and use. Plans can be browsed online, exported to CSV, or accessed via the JSON API for direct integration with your practice management system.

How are United Kingdom matter plans structured?

Each United Kingdom matter plan contains multiple stages (e.g., instructions, investigation, preparation, finalisation), with individual tasks under each stage. Tasks include estimated time units, role assignments, and key date fields - giving you a complete workflow from first instruction through to matter closure.

PMS Fields - every matter (base fields)

When a practice-management system opens a matter at this level, these are the canonical fields it receives - resolved through the field-set hierarchy (base โ†’ area of law โ†’ geography โ†’ plan). Fields added at this levelare shown below, with inherited tiers beneath; each set's page has the full resolved table. How this works.

Added at this level - Universal Matter Core56 fields
Matter(4)
Matter numberโ“˜matter.matterNumbertextrequired
Matter titlematter.titletext
Matter typeโ“˜matter.matterTypetext
Matter statusmatter.statustext
Client(12)
Client namematter.clientNametextrequired
Client emailmatter.clientEmailemail
Client / purchaser phonematter.linkedContacts.CLIENT.phonephone
Client / purchaser postal addressโ“˜matter.linkedContacts.CLIENT.addresstext
Client date of birthmatter.fieldValues.client_date_of_birthdate
Client ABN / ACN
Our Firm(9)
Firm namematter.ourFirmNametextrequired
Firm addressmatter.ourFirmAddresstext
Firm phonematter.ourFirmPhonephone
Firm emailmatter.ourFirmEmailemail
Firm Street Addressmatter.ourFirmAddressStreettext
Firm Suburbmatter.ourFirmAddressSuburbtext
Operator(11)
User First Namematter.user.firstNametext
User Surnamematter.user.surnametext
User Full Name (first + surname)matter.user.nametext
User Emailmatter.user.emailemail
User Postal Addressmatter.user.addresstext
User Contact Numbermatter.user.phonephone
User Street Address
Key Dates(4)
Current datematter.currentDatedate
Matter opened datematter.fieldValues.matter_open_datedate
Limitation datematter.fieldValues.limitation_datedate
Next key datematter.fieldValues.next_key_datedate
Other Side(6)
Other side / opponent namematter.fieldValues.opponent_nametext
Other side's solicitormatter.fieldValues.opponent_solicitor_nametext
Other side's solicitor emailmatter.fieldValues.opponent_solicitor_emailemail
Other side's solicitor phonematter.fieldValues.opponent_solicitor_phonephone
Other side / opponent emailmatter.fieldValues.opponent_emailemail
Other side / opponent phonematter.fieldValues.opponent_phone
Court(4)
Court / tribunal namematter.fieldValues.court_nametext
Court file numbermatter.fieldValues.court_file_numbertext
Court datematter.fieldValues.court_datedate
Hearing typematter.fieldValues.hearing_typetext
Financials(5)
Estimated feesmatter.fieldValues.estimated_feescurrency
Costs agreement signedmatter.fieldValues.costs_agreement_signedboolean
Professional feesโ“˜matter.fieldValues.professional_feescurrency
Disbursements estimatematter.fieldValues.disbursements_estimatecurrency
Total Disbursementsmatter.fieldValues.total_disbursementscurrency
You (the Operator)(1)
Operator signature (image)โ“˜matter.user.signatureimage
56 fields resolved ยท chain: matter-coreJSON API
matter.fieldValues.client_abn_acn
text
Client entity typematter.fieldValues.client_entity_typeselect
Client Street Addressmatter.linkedContacts.CLIENT.addressStreettext
Client Suburbmatter.linkedContacts.CLIENT.addressSuburbtext
Client Statematter.linkedContacts.CLIENT.addressStatetext
Client Postcodematter.linkedContacts.CLIENT.addressPostcodetext
Client Suburb/State/Postcode linematter.linkedContacts.CLIENT.addressLocalitytext
Firm State
matter.ourFirmAddressState
text
Firm Postcodematter.ourFirmAddressPostcodetext
Firm Suburb/State/Postcode linematter.ourFirmAddressLocalitytext
matter.user.addressStreet
text
User Suburbmatter.user.addressSuburbtext
User Statematter.user.addressStatetext
User Postcodematter.user.addressPostcodetext
User Suburb/State/Postcode linematter.user.addressLocalitytext
phone