Law Society

Sally Robinson Updated by Sally Robinson

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

LS†

COFA1

SRA guidelines – Accounting procedures and systems checklist (Compliance Officer for Finance and Administration)

LS†

COFA2

Matter file review template (Compliance Officer for Finance and Administration)

LS†

COFA3

Template for the recording of material breaches internally (Compliance Officer for Finance and Administration)

LS†

COFA4

Template for the recording of non-material breaches internally (Compliance Officer for Finance and Administration)

LS†

COFA5

Examples of key general controls expected to be in place in law firms (Compliance Officer for Finance and Administration)

LS†

COLP1

Risk register (Compliance Officer for Legal Practice)

LS†

COLP2

Compliance gap analysis (Compliance Officer for Legal Practice)

LS†

COLP3

Monthly compliance monitoring form (Compliance Officer for Legal Practice)

LS†

COLP4

Record of meetings with complaints partner (Compliance Officer for Legal Practice)

LS†

COLP5

Internal breach report form (Compliance Officer for Legal Practice)

LS†

COLP6

Breach register (Compliance Officer for Legal Practice)

LS†

COLP7

Breach review Form (Compliance Officer for Legal Practice)

LS†

COLP8

Record of reports submitted to SRA (Compliance Officer for Legal Practice)

Conveyancing

LS†

LS1U

The Law Society Business Lease (Part of Building) (Unregistered) 2008

LS†

LS1R

The Law Society Business Lease (Part of Building) (Registered) 2008

LS†

LS2U

The Law Society Business Lease (Whole of Building) (Unregistered) 2008

LS†

LS2R

The Law Society Business Lease (Whole of Building) (Registered) 2008

LS†

CON29(R)

Required Enquiries of the Local Authority (2016 Edition)

LS†

CON29(O)

Optional Enquiries of the Local Authority (2016 Edition)

LS†

CON29DW

Standard Residential Drainage and Water Enquiries (2021)

LS†

CON29DWCom

Standard Commercial Drainage and Water Enquiries

LS†

CON29E

Request for a Search of the Register kept Pursuant to Section 79 of the Rent Act 1977

LS†

CON29M

Coal Mining Search

LS†

SCS1

Contract incorporating the Standard Conditions of Sale (Fifth Edition – 2018 Revision)

LS†

SCS(Notes)

Explanatory notes on the Standard Conditions of Sale (Fifth Edition)

LS†

SCPC

Contract incorporating the Standard Commercial Property Conditions of Sale (Third Edition)

LS†

SCPC(Notes)

Explanatory notes on the Standard Commercial Property Conditions of Sale (Third Edition)

Conveyancing Quality Scheme

LS†

CQS1(2023)

Standard file review - conveyancing purchase (Conveyancing Quality Scheme)

LS†

CQS2(2023)

Standard file review - conveyancing sale (Conveyancing Quality Scheme)

LS†

CQS3(2023)

Risk report form (Conveyancing Quality Scheme)

LS†

CQS4(2023)

Anti-money laundering - client identification form (Conveyancing Quality

LS†

CQS5(2023)

Anti-money laundering - new matter form (Conveyancing Quality Scheme)

LS†

CQS6(2023)

Anti-money laundering - internal reporting form (Conveyancing Quality Scheme)

LS†

CQS7(2023)

Client instruction form (Conveyancing Quality Scheme)

Law Society Conveyancing ‘TA’

 

LS†

TA6

Law Society Property Information Form (5th edition) (2024)

LS†

TA6(N)

Law Society Property Information Form (TA6) - Explanatory Notes for Sellers and Buyers

LS†

TA6(pre2024)

Property Information Form (4th edition 2020 - second revision) (for use up to 25th June 2024)

LS†

TA7

Leasehold Information Form (4th edition) (2024)

LS†

TA7(pre2024)

Leasehold Information Form (3rd edition) (for use up to 25th June 2024)

LS†

TA8

New home information form

LS†

TA10

Fittings and Contents Form (3rd edition)

LS†

TA13

Completion information and undertakings (4th edition)

Conditional Fee Agreements

LS†

CFA(PI)

Conditional Fee Agreement (‘CFA’) For use in personal injury and clinical negligence cases only

LS†

CFA(PI)Notes

Notes Conditional Fee Agreements Guidance

Experts

LS†

IEFP1

Preliminary Enquiries of an Expert

LS†

IEFP2

Expert’s Response to Preliminary Enquiries

LS†

IEFP3

Proposal to Instruct an Expert

LS†

IEFP4

Template Pre-Proceedings Letter of Instruction to Expert in Family Proceedings

LS†

IEFP5

Template Letter of Instruction to Experts in Family Proceedings

LS†

IEFP6

Standard Terms and Conditions to Accompany a Letter of Instruction to Experts in Family Proceedings

 

Miscellaneous 

LS†

IB1

Instructions from Client

LS†

IB1

Orders Given

LS†

IB1

Securities Record

Money Laundering Compliance

LS†

AML01

Record of Appointment of the MLRO, The Law Society Anti-Money Laundering Toolkit

LS†

AML02

Risk mitigation form, The Law Society Anti-Money Laundering Toolkit

LS†

AML03

Private client inception form, The Law Society Anti-Money Laundering Toolkit

LS†

AML04

Entity or legal arrangement client inception form, The Law Society Anti-Money Laundering Toolkit

LS†

AML05

Entity or legal arrangement client inception form, The Law Society Anti-Money Laundering Toolkit

LS†

AML06

MLRO log of PEP and high-risk clients, The Law Society Anti-Money Laundering Toolkit

LS†

AML07

MLRO query log, The Law Society Anti-Money Laundering Toolkit

LS†

AML08

Internal report form, The Law Society Anti-Money Laundering Toolkit

LS†

AML09

MLRO decision form, The Law Society Anti-Money Laundering Toolkit

LS†

AML10

Compliance monitoring form, The Law Society Anti-Money Laundering Toolkit

LS†

AML11

MLRO report to management, The Law Society Anti-Money Laundering

 

Lexcel Office Procedures

LS†

Lexcel6B

Consideration of Devolved Powers

LS†

Lexcel8B

Costs and Funding Checklist

LS†

Lexcel8C

File Opening Form

LS†

Lexcel8E

Experts/Council Recommendation Form

LS†

LexcelCC1

Equality and Diversity Monitoring Form

LS†

LexcelCC2

Complaints Management Checklist

LS†

LexcelCC3

Complaint Register

LS†

LexcelCC4

Client Complaint Form

LS†

LexcelCC5

Client Satisfaction survey

LS†

LexcelCC6

File and Case Management Checklist

LS†

LexcelPM1

Training Request Form

LS†

LexcelPM2

Training Evaluation Form

LS†

LexcelPM3

Induction Checklist

LS†

LexcelPM4

Personal Development Plan

LS†

LexcelPM5

Performance Review Form

LS†

LexcelRM1

File Summary Sheet

LS†

LexcelRM2

Risk Referral Form

LS†

LexcelRM3

File Review Checklist

LS†

LexcelRM4

File Review Corrective Action Form

LS†

LexcelRM5

Risk Data Analysis Form

LS†

LexcelRM6

Staff Suggestion Form 

 

Probate

LS†

PR50

Your Will – Client Questionnaire

LS†

PR51

Personal Assets Log

LS†

PR52

Questionnaire for Personal Representative Clients

LS†

PR53

Death Certificate Verification Form

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