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
- GDPR Self-Evaluation and Risk Assessment with example text
- Supplier Information Assurance Questionnaire (GDPR)
General Forms
- Breach Register
- Breach Report
- Business Continuity Test Report
- Client Feedback Questionnaire
- Complaint Report
- Complaints Policy
- Complaints Register
- Confidentiality Agreement – Outsourced Services (GDPR)
- Expert Evaluation Form V1.1
- File Closing Form
- File Opening Form
- File Summary Sheet
- Management Meeting Record
- Referral Log
- Register of Experts and Counsel (excel)
- Risk Notice Register
- Risk Notice
- Signposting and 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 – MLRO
- Job Description – Office Junior
- Job Description – Paralegal
- Job Description – Partner-Director
- Job Description – Police Station Representative
- Job Description – Practice Manager
- 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-Stat Charge)
- CIV04 – Engagement Letter – Legal Help & Legal Rep (Stat Charge)
- CIV05 – Engagement Letter – Legal Help & Legal Rep (non-means non-merits)
- CIV06 – Engagement Letter – Private initially & Legal Rep (Stat Charge)
- CIV07 – Engagement Letter – Legal Help and CLR (Immigration and Mental Health)
- CIV08 – Engagement Letter – Private Client
- CIV09 – Costs Update Letter – Legal Help (Stat Charge)
- CIV10 – Costs Update Letter – Legal Rep (non-Stat Charge)
- CIV11 – Costs Update Letter – Legal Rep (Stat Charge)
- CIV12 – Choice of Advocate Civil
- CRM01 – Engagement Letter – Investigations
- CRM02 – Engagement Letter – Investigations and-or Proceedings
- CRM03 – Engagement Letter – Investigations and-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 Care Letter (generic)
- OTH04 – Complaint Final Response
- Terms and conditions of Business COMBINED (Effective 1st April 2023)
- Terms and conditions of Business LEGAL AID (Effective 1st April 2023)
- Terms and conditions of Business PRIVATE (Effective 1st April 2023)
Lexcel Forms 2023
- [Management] Meeting Record
- [Team] Meeting Record
- Accident Report
- Appraisal Record (generic – for all personnel)
- Breach Register
- Breach Report
- Business Continuity Incident Log
- Business Continuity Test Report
- Candidate Assessment Form
- Client Due Diligence Form (Individuals)
- Client Due Diligence Form (Organisations – updated)
- Client Feedback Questionnaire
- Complaint Report
- Complaints Policy
- Complaints Register
- Confidentiality Agreement – Outsourced Services (GDPR)
- Continuing Competence Declaration Form
- Court Duty Solicitor Record
- DSE Workstation Assessment Checklist
- Exit Interview Report
- Expert Evaluation Form
- File Closing Form (CQS – example for SDLT)
- File Closing Form
- File Opening Form
- 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)
- File Summary Sheet (example – template, download, rename to ‘.dot’)
- Health and Safety Risk Assessment
- Induction Checklist (updated)
- Learning and Development Plan
- Learning and Development Record (excel)
- Learning and Development Record (word)
- PEP Declaration Form
- Referral Log
- Register of Experts and Counsel (excel)
- Report to the MLRO
- Risk Notice Register
- Risk Notice
- Source of Funds Questionnaire (example only)
- Undertakings Register
Personnel
- Appraisal Record
- Induction Checklist (Jan 2023)
- Learning and Development Record (excel)
- Training and Development Plan (example)
- 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
- Terms and conditions of Business COMBINED (Effective 1st April 2023)
- Terms and conditions of Business PRIVATE (Effective 1st April 2023)
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