How we may assist
- Review the document and the instructions issued by the lender, employer, business or other requesting organisation
- Explain the principal legal effect, obligations, risks and practical consequences of the document
- Answer questions so that you can decide whether to proceed independently
- Complete an advice certificate or confirmation where the required form can properly be provided
- Identify conflicts, missing documents or institutional requirements that prevent the instruction from being accepted
When this service may be useful
- A lender or third party requires you to obtain independent legal advice before signing a document.
- You have been asked to sign an occupier consent, waiver, guarantee or defined commercial document.
- The requesting organisation has supplied a prescribed certificate for the advising solicitor.
- You want the legal effect and personal risks explained before deciding whether to sign.
What you can expect
We focus on the specific legal task you want completed. We review the available information, identify any important date, clarify the outcome you are seeking and then confirm the proposed work before substantive time is incurred.
- Document and instruction review
- Independent advice meeting
- Risk and obligation explanation
- Certificate/confirmation where acceptable to the requesting organisation
How it works
- Send the essentials: a concise summary, the key document and any deadline.
- Suitability check: we assess whether the requested task falls within our lawful and professional scope.
- Scope and price: we confirm what is included, important exclusions, who will undertake or supervise the work and the fee or charging basis.
- Advice or drafting: we complete the agreed work and explain the practical next step.
- Referral where required: if reserved, separately regulated or specialist work is needed, we explain that clearly rather than extending the service beyond its proper scope.
Scope and regulatory limits
Independent legal advice is accepted only after conflict, identity, competence and document checks. Lenders and other institutions may impose their own requirements about who may advise, the professional setting, insurance, witnessing and the certificate they will accept. We confirm suitability before accepting the instruction and do not guarantee that a certificate will be accepted unless the requesting organisation’s requirements have been checked.
Whether an activity is reserved or separately regulated depends on the substance of the work, not merely the name used for the service. We therefore assess the requested task before accepting instructions.
Discuss this service
Tell us what has happened, the outcome you want and any deadline. We will confirm whether Phrasing Legal can assist and, if so, the proposed scope and fee.