Policy Starter Pack | Upgrade

Policy Starter Pack | Upgrade
  • Description
  • Contents
  • FAQs
The right policies in place ensure your business is compliant and legally stress-free! Included in the Policy Starter Pack:
  1. Data Privacy Policy
  2. Data Retention Policy
  3. Health and Safety Policy (Under 5 Staff)
  4. Equality Policy
  5. Social Media Rules
  6. Social Media Rules for Professionals
  7. Cookie Policy Guidance Worksheet
Not sure which level you need? Compare contract options here
Information coming soon

What do the levels mean?
Your documents and support options are explained here >

Which level should I choose?
If in doubt choose a lower level. You can upgrade later to a higher level to extend your support period or get more flexibility on where you can edit your documents

What do I get in the support period?
You get access to unlimited support in the KoffeeKlatch Facebook customer group.

You get access to updates and additional material at no additional charge during your support period

You get access to our growing library of support material in the ‘KoffeeKlatch zone’ designed to help you manage clients comfortably using your legal documents as a positive tool.

Who writes these documents?
These documents are written by our team of business and legal experts and then reviewed by key customers to check they reflect the way you work today.

Are all the levels editable?
The Booking and Data Processing forms are designed to help you collect and gather the information that is unique to your contract with your client.

The main agreement can be modified by using the appropriate forms in the Booking form.

If you have an established business model and want to edit the main agreement, or add it in html format to your website, you will need to purchase or upgrade to Premium level.

Why do you lock down the other levels?
Most legal templates are sold without support and advice being included. If you go to a legal team for advice it will cost you hundreds of pounds. We are able to include advice within your purchase by having a streamlined document system where we know what terms you are on and where to find any changes you have made. Without that, we could not offer advice and support. People come for the contracts but stay for the training, advice and support. Few people go into business understanding all the issues your contracts cover – and the law itself changes regularly. By having a standardised format, we can easily update you on what has changed, train you, advise you, and prepare the help you need within the group – all at a price few legal teams could offer.

Will my documents make me compliant?
Your documents will help you comply with your legal obligations (and give yourself some extra protection and advantages too). They are designed to go along side good practise and an understanding of your rights and obligations. If you do not work in accordance with the options set out on the documents, or make changes to the documents that reduce your rights or increase your obligations, you will not be compliant.

Why can’t I remove the KoffeeKlatch copyright claim from my documents?
Our documents remain our copyright. We assign to you a right to use them in accordance with our terms. The copyright claim is there to alert other people who may think of using them that they need to contact us before using our copyright material.

What is the difference between Global and UK options?
If both you and your client are in the UK, the UK version is fine. You can add in what you need for Scotland or NI. If either of you is not in the UK you need the global version. See here for more information >

Can I get phone or private support?
Your purchase does not include one to one support, but there is an option to purchase one to one support if you decide you need it. Find out more here >

£40.00£200.00 plus VAT

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Got stuck at the checkout?

We monitor how many people visit our checkout without purchasing. If there’s a reason why you didn’t go ahead, please let us know at support@koffeeklatch.zendesk.com. Thank you.

We value your privacy

Any information we collect on you is used in accordance with our Data Privacy Policy. We’re not here to hassle you – just trying to serve you better.

Do you need a policy starter pack?

Is your business too small to need a policy pack?

No.  The smaller your business, the more vulnerable you are to some problems.   While big businesses have multiple systems and fail safes, for small businesses the only option is really to get it right first time.

If you are thinking you are exempt from all legal requirements (or problems) because you run a small business – think again.

These starter policies are designed to help you

  • comply with your legal obligations
  • support any tenders or pitches you have
  • add more information for your associates and clients on what is expected

It’s not just about compliance it is about building some resilient and trustworthy systems to underpin your service offering and relationships.

All in ordinary english – not HR waffle or legal jargon.

Designed to make you and your business look professional.

Confused about what you must have?

Data Protection

If you handle data about named or identifiable individuals you need a data protection policy.

It doesn’t matter how small your organisation is.

Wouldn’t you like to have something you can show clients when they ask about your data protection policy?

Are your team posting on social media?

So much can go wrong if you don’t give your associates some guidance on what can be said on social media (about you and your clients). There is no legal obligation on you to protect yourself and your clients but this will save you so much trouble.

The first social media policy is designed for everyone

The second one tops up the first social media policy and is for you if you offer social media to clients as part of your service

Health and Safety

You don’t have to have a written statutory health and safety policy if you have less than 5 employees.But you still have an obligation not to injure anyone you pay (or who visits your premises).

This simple document sets out the basic tips on health and safety for office workers using computers.

Useful not just for your team – but also for you.

Equal Opportunity Policy for the freelancers you pay

Self-employed workers have a full set of equality rights and even some running personal service companies have got associated discrimination rights.

The best way to head off potential misunderstanding is to have a simple clear way for your team to let you know if they have a problem.

This set of short, simple policies is designed to get you started. No lengthy HR waffle, no complications. Designed to work with our agreements and contracts – or to stand alongside yours if you already have agreements in place.