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Conveyancing Quality Scheme forms
These forms are for business and residential property sales.
Some forms are only available through third party suppliers. We've provided links to the suppliers' websites and not directly to the forms, as you may need to create an account with the supplier first.
While care has been taken to make sure the forms and guidance notes are accurate, up-to-date and useful, the Law Society will not accept any legal liability in relation to them.
If you have any questions about forms or guidance, email us.
File summary sheet
Standard file review - conveyancing purchase
File reviews are part of the core practice management standards (CPMS) and your firm must have procedures in place to regularly monitor and review files handled by qualified and non-qualified conveyancers. This form is a template you can use when acting on a conveyancing purchase.
Standard file review - conveyancing sale
File reviews are part of the core practice management standards (CPMS), and your firm must have procedures in place to regularly monitor and review files handled by qualified and non-qualified conveyancers. This form is a template you can use when acting on a conveyancing sale.
Anti-money laundering – client identification form
This form provides a basic precedent for a client identification form. It should be developed to suit the needs of individual practices and reference should be made to the Anti-money Laundering Guidance for the Legal Sector produced by the Legal Sector Affinity Group.
Anti-money laundering - internal reporting form
A template for internal use to record information on the incidence and concerns or risks of money laundering.
Client instruction form
A template to record relevant information about a client prior to instruction on either a sale or purchase.
A template to record identified risk and actions.
File risk assessment and conflict of interests check form
A template to help you record relevant information about your client and record risk and conflict checks.