Law Society
Law Society Packs
Law Society forms are subject to an annual licence fee per site. Price is per annum for each site and for one or for all forms in that set. Please contact your Account Manager for costings.
Range | Form Sets |
Anti-Money Laundering | AML01-AML11 |
Conditional Fee Agreements & medical records consent | CFA(PI), CFA(PI)(Notes) & MR2 |
Compliance Officer | COLP1-COLP8 & COFA1-COFA5 |
Searches and Enquiries | CON29R & CON29O |
| CON29DW |
| CON29DWCom |
| CON29M & CON29E |
Conveyancing Quality Scheme | CQS1(2023)-CQS7(2023) |
Equality and Diversity | E&D1-E&D9 |
Experts | IEFP1-IEFP6 |
Lexcel | Lexcel forms 6B, 8B, 8C and 8E |
| Lexcel forms CC1-CC6 |
| Lexcel forms PM1-PM5 |
| Lexcel forms RM1-RM6 |
Leases | LS1U, LS1R, LS2U & LS2R |
Probate | PR50-PR53, IB1-IB3 |
Property Information | TA6-TA8, TA10 & TA13 |
Contract incorporating standard conditions of sale (Residential) | SCS1 |
Contract incorporating standard conditions of sale (Commercial) | SCPS |
COFA - Compliance Officer for Finance and Administration
SRA guidelines – Accounting procedures and systems checklist (Compliance Officer for Finance and Administration) | |
Matter file review template (Compliance Officer for Finance and Administration) | |
Template for the recording of material breaches internally (Compliance Officer for Finance and Administration) | |
Template for the recording of non-material breaches internally (Compliance Officer for Finance and Administration) | |
Examples of key general controls expected to be in place in law firms (Compliance Officer for Finance and Administration) |
COLP - Compliance Officer for Legal Practice
Risk register (Compliance Officer for Legal Practice) | |
Compliance gap analysis (Compliance Officer for Legal Practice) | |
Monthly compliance monitoring form (Compliance Officer for Legal Practice) | |
Record of meetings with complaints partner (Compliance Officer for Legal Practice) | |
Internal breach report form (Compliance Officer for Legal Practice) | |
Breach register (Compliance Officer for Legal Practice) | |
Breach review Form (Compliance Officer for Legal Practice) | |
Record of reports submitted to SRA (Compliance Officer for Legal Practice) |
Conveyancing
The Law Society Business Lease (Part of Building) (Unregistered) 2008 | |
The Law Society Business Lease (Part of Building) (Registered) 2008 | |
The Law Society Business Lease (Whole of Building) (Unregistered) 2008 | |
The Law Society Business Lease (Whole of Building) (Registered) 2008 | |
Required Enquiries of the Local Authority (2016 Edition) | |
Optional Enquiries of the Local Authority (2016 Edition) | |
Standard Residential Drainage and Water Enquiries (2021) | |
Standard Commercial Drainage and Water Enquiries | |
Request for a Search of the Register kept Pursuant to Section 79 of the Rent Act 1977 | |
Coal Mining Search | |
Contract incorporating the Standard Conditions of Sale (Fifth Edition – 2018 Revision) | |
Explanatory notes on the Standard Conditions of Sale (Fifth Edition) | |
Contract incorporating the Standard Commercial Property Conditions of Sale (Third Edition) | |
Explanatory notes on the Standard Commercial Property Conditions of Sale (Third Edition) |
Conveyancing Quality Scheme
CQS1(2023) | Standard file review - conveyancing purchase (Conveyancing Quality Scheme) |
CQS2(2023) | Standard file review - conveyancing sale (Conveyancing Quality Scheme) |
CQS3(2023) | Risk report form (Conveyancing Quality Scheme) |
CQS4(2023) | Anti-money laundering - client identification form (Conveyancing Quality |
CQS5(2023) | Anti-money laundering - new matter form (Conveyancing Quality Scheme) |
CQS6(2023) | Anti-money laundering - internal reporting form (Conveyancing Quality Scheme) |
CQS7(2023) | Client instruction form (Conveyancing Quality Scheme) |
Law Society Conveyancing ‘TA’
Law Society Property Information Form (5th edition) (2024) | |
Law Society Property Information Form (TA6) - Explanatory Notes for Sellers and Buyers | |
Property Information Form (4th edition 2020 - second revision) (for use up to 25th June 2024) | |
Leasehold Information Form (4th edition) (2024) | |
Leasehold Information Form (3rd edition) (for use up to 25th June 2024) | |
New home information form | |
Fittings and Contents Form (3rd edition) | |
Completion information and undertakings (4th edition) |
Conditional Fee Agreements
Conditional Fee Agreement (‘CFA’) For use in personal injury and clinical negligence cases only | |
Notes Conditional Fee Agreements Guidance |
Experts
Preliminary Enquiries of an Expert | |
Expert’s Response to Preliminary Enquiries | |
Proposal to Instruct an Expert | |
Template Pre-Proceedings Letter of Instruction to Expert in Family Proceedings | |
Template Letter of Instruction to Experts in Family Proceedings | |
Standard Terms and Conditions to Accompany a Letter of Instruction to Experts in Family Proceedings |
Miscellaneous
Instructions from Client | |
Orders Given | |
Securities Record |
Money Laundering Compliance
Record of Appointment of the MLRO, The Law Society Anti-Money Laundering Toolkit | |
Risk mitigation form, The Law Society Anti-Money Laundering Toolkit | |
Private client inception form, The Law Society Anti-Money Laundering Toolkit | |
Entity or legal arrangement client inception form, The Law Society Anti-Money Laundering Toolkit | |
Entity or legal arrangement client inception form, The Law Society Anti-Money Laundering Toolkit | |
MLRO log of PEP and high-risk clients, The Law Society Anti-Money Laundering Toolkit | |
MLRO query log, The Law Society Anti-Money Laundering Toolkit | |
Internal report form, The Law Society Anti-Money Laundering Toolkit | |
MLRO decision form, The Law Society Anti-Money Laundering Toolkit | |
Compliance monitoring form, The Law Society Anti-Money Laundering Toolkit | |
MLRO report to management, The Law Society Anti-Money Laundering |
Lexcel Office Procedures
Consideration of Devolved Powers | |
Costs and Funding Checklist | |
File Opening Form | |
Experts/Council Recommendation Form | |
Equality and Diversity Monitoring Form | |
Complaints Management Checklist | |
Complaint Register | |
Client Complaint Form | |
Client Satisfaction survey | |
File and Case Management Checklist | |
Training Request Form | |
Training Evaluation Form | |
Induction Checklist | |
Personal Development Plan | |
Performance Review Form | |
File Summary Sheet | |
Risk Referral Form | |
File Review Checklist | |
File Review Corrective Action Form | |
Risk Data Analysis Form | |
Staff Suggestion Form |
Probate
Your Will – Client Questionnaire | |
Personal Assets Log | |
Questionnaire for Personal Representative Clients | |
Death Certificate Verification Form |
