Civil Forms
Crime Forms
- Attendance Note v1
- Attendance Note v2
- Case Plan Crime v1
- Court Duty Solicitor Record
- Crimla 41 Trial Preparation Sheet
- SQM Crime 1
- SQM JRS 11
- SQM Police Station Attendance
File Review
- File Review Form (Civil and General)
- File Review Form (Conveyancing – Purchase)
- File Review Form (Conveyancing – Sale)
- File Review Form (Crime)
- File Review Form (Mental Health)
GDPR
- GDSR Self Evaluation and Risk Assessment (with example)
- GDPR Supplier Information Assurance Questionnaire
General Forms
- Breach Register (New SRA Version 11.19)
- Breach Report (New SRA Version 11.19)
- Business Continuity Test Report – Lexcel
- Client Feedback Questionnaire
- Complaint Report
- Complaints Register
- Confidentiality Agreement (Outsourced Services GDPR)
- Expert Evaluation Form v1.1
- File Closing Form
- File Opening Form
- File Summary Sheet
- Meeting Record (new SRA Version 11.19)
- Referral Log
- Register of Experts and Counsel (spreadsheet)
- Risk Notice Register
- Risk Notice
- Signposting Referral Guide
- SQM Case Progression Checklist
- Undertakings Register
Job Descriptions
- Job Description – COFA
- Job Description – COLP
- Job Description – Conveyancing Assistant
- Job Description – Fee Earner
- Job Description – Legal Executive
- Job Description – Legal Secretary
- Job Description – Member
- Job Description – Paralegal
- Job Description – Partner-Director
- Job Description – Receptionist
- Job Description – Solicitor
- Job Description – Trainee Solicitor
Legal Aid Letters and Terms
- CIV01 Engagement Letter (Legal Help)
- CIV02 Engagement Letter (Legal Help Statutory Charge)
- CIV03 Engagement Letter (Legal Help Legal Rep non Statutory Charge)
- CIV04 Engagement Letter (Legal Help Legal Rep Statutory Charge)
- CIV05 Engagement Letter (Legal Help Legal Rep non Means non Merits)
- CIV06 Engagement Letter (Private initially Legal Rep Statutory Charge
- CIV07 Engagement Letter (Legal Help and CLR – Immigration and Mental health)
- CIV08 Engagement Letter (Private Client)
- CIV09 Costs Update Letter (Legal Help Statutory Charge)
- CIV10 Costs Update Letter (Legal Rep non Statutory Charge)
- CIV11 Costs Update Letter (Legal Rep Statutory Charge)
- CRM01 Engagement Letter (Investigations)
- CRM01 Engagement Letter (Option 2 Crime Legal Aid)
- CRM02 Engagement Letter (Investigations or Proceedings)
- CRM03 Engagement Letter (Investigations or Proceedings Means Tested CC)
- CRM04 Engagement Letter (Prison Law)
- CRM05 Engagement Letter (Private Client)
- CRM06 Choice of Advocate
- OTH01 Closing Letter
- OTH02 Complaint (Acknowledgement)
- OTH03 Client (Letter Generic)
- OTH04 Complaint (Final Response)
- Schedule of Standard letters May 2017 LA
- Terms and Conditions of Business (Combined)
- Terms and Conditions of Business (Crime Legal Aid)
- Terms and Conditions of Business (Legal Aid)
Lexcel Forms 2020
- Management meeting record (updated)
- Team Meeting Record
- Accident Report
- Appraisal Record (can be used for all personnel)
- Breach Register (updated)
- Breach Report (updated)
- Business Continuity Incident Log
- Business Continuity Test Report
- Candidate Assessment Form
- Client Due Diligence Form Individuals (updated)
- Client Due Diligence Form Organisations (updated)
- Client Feedback Questionnaire
- Complaint Report
- Complaints Register
- Confidentiality Agreement (Outsourced Services)
- Court Duty Solicitor Record
- DSE Workstation Assessment Checklist
- Exit Interview Report (updated)
- Expert Evaluation Form
- File Closing Form
- File Opening Form (example only)
- File Review Form (Conveyancing Purchase)
- File Review Form (Conveyancing Sale)
- File Review Form (Crime)
- File Review Form (General)
- File Review Form (Mental Health)
- File Summary Sheet (example only)
- Health and Safety Risk Assessment
- Induction Checklist (Updated)
- Learning and Development Plan
- Learning and Development Record (spreadsheet)
- Learning and Development Record
- PEP Declaration Form
- Police Station Attendance
- Referral Log
- Register of Experts and Counsel
- Report to the MLRO
- Risk Notice Register
- Risk Notice
- Source of Funds Questionnaire (example only)
- Undertakings Register
Personnel
- Appraisal Record
- Induction Checklist (new SRA Version 11.19)
- Training and Development Plan
- Training and Development Record
Private Letters and Terms
- CIV08 Engagement Letter (Private Client)
- CON01 Engagement Letter (Conveyancing Purchase)
- CON02 Engagement Letter (Conveyancing Sale)
- CON03 Schedule of Charges (Purchase)
- CON04 Schedule of Charges (Sale)
- CRM05 Engagement Letter (Private Client)
- Schedule of Standard Letters (November 2015)
- Terms and Conditions of Business (Combined)
- Terms and Conditions of Business (Private)
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