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Templates / Solicitors

Every ID, document and answer a solicitor waits for, from one link.

Every new matter starts with a chase for ID, proof of funds and the names of everyone involved. Docsroom asks each person once, gives them their own link and reminds whoever has not replied.

8 templates80 requestsWritten for solicitors

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Eight templates for solicitors

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before we open the matter11 requests11 requests
New customer starter checklistSharon Whitfield · new matter9 of 11 back
  • Who you are
  • FormYour details8 questionsAssigned to SWSharon Whitfield, customerFrom Fionain 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to SWSharon Whitfield, customerFrom Fionain 2 daysComplete
  • UploadProof of addresslast three monthsAssigned to SWSharon Whitfield, customerFrom Fionain 3 days1 file sent
  • QuestionPolitically exposed personyes or no, then detailsAssigned to SWSharon Whitfield, customerFrom Fionain 3 daysReady to check
  • Money and other people
  • UploadSource of fundsstatements or a letterAssigned to SWSharon Whitfield, customerFrom Fionain 4 daysComplete
  • TableOther people involvedname, role, contactAssigned to SWSharon Whitfield, customerFrom Fionain 4 daysAwaiting reply
  • QuestionThe other sidetheir name and solicitorAssigned to SWSharon Whitfield, customerFrom Fionain 4 daysReminder sent
  • Working together
  • ApprovalTerms of businessread and approveAssigned to SWSharon Whitfield, customerFrom Fionain 5 daysComplete
  • ApprovalCosts informationread and approveAssigned to SWSharon Whitfield, customerFrom Fionain 5 daysReady to check
  • DecisionHow we contact youemail, phone or postAssigned to SWSharon Whitfield, customerFrom Fionain 5 daysReady to check
  • QuestionAdjustments you needaccess or communicationAssigned to SWSharon Whitfield, customerFrom Fionain 6 daysComplete
Staff starter checklistfor new solicitors · before their first day11 requests11 requests
Staff starter checklistEmily Ward · solicitor9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to EWEmily Ward, solicitorFrom Fionain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to EWEmily Ward, solicitorFrom Fionain 3 daysComplete
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to EWEmily Ward, solicitorFrom Fionain 4 daysReady to check
  • UploadP45 from your last jobor tell us if noneAssigned to EWEmily Ward, solicitorFrom Fionain 5 days2 files sent
  • ApprovalEmployment contractread and approveAssigned to EWEmily Ward, solicitorFrom Fionain 5 daysComplete
  • Your standing
  • UploadPractising certificatecurrent one from the SRAAssigned to EWEmily Ward, solicitorFrom Fionain 6 daysAwaiting reply
  • UploadQualification certificateSQE, LPC or degreeAssigned to EWEmily Ward, solicitorFrom Fionain 7 daysReminder sent
  • UploadBasic DBS certificateissued in the last yearAssigned to EWEmily Ward, solicitorFrom Fionain 7 daysComplete
  • Conduct
  • ApprovalConfidentiality agreementread and approveAssigned to EWEmily Ward, solicitorFrom Fionain 5 daysReady to check
  • UploadMoney laundering trainingif you have a certificateAssigned to EWEmily Ward, solicitorFrom Fionain 7 days2 files sent
  • QuestionOutside interestsdirectorships or sharesAssigned to EWEmily Ward, solicitorFrom Fionain 6 daysComplete
Buying a home packfor home buyers · once your offer is accepted10 requests10 requests
Buying a home packDaniel Perry · 14 Alder Close8 of 10 back
  • The purchase
  • FormProperty and price6 questionsAssigned to DPDaniel Perry, buyerFrom Fionain 2 daysComplete
  • QuestionWho will live thereother adults over 17Assigned to DPDaniel Perry, buyerFrom Fionain 3 daysComplete
  • Your money
  • UploadDeposit bank statementslast three monthsAssigned to DPDaniel Perry, buyerFrom Fionain 4 days1 file sent
  • UploadGifted deposit letterif family are helpingAssigned to DPDaniel Perry, buyerFrom Fionain 4 days2 files sent
  • UploadMortgage offerwhen you have itAssigned to DPDaniel Perry, buyerFrom Fionain 5 daysComplete
  • QuestionOther property you ownfor the Stamp Duty checkAssigned to DPDaniel Perry, buyerFrom Fionain 4 daysAwaiting reply
  • Before exchange
  • DecisionBuildings insurancearranged or need helpAssigned to DPDaniel Perry, buyerFrom Fionain 7 daysReminder sent
  • DecisionCompletion datesoonest or a set dateAssigned to DPDaniel Perry, buyerFrom Fionain 7 daysComplete
  • UploadSurvey reportif you had oneAssigned to DPDaniel Perry, buyerFrom Fionain 7 days1 file sent
  • ApprovalReport on titleread and approveAssigned to DPDaniel Perry, buyerFrom Fionain 9 daysReady to check
Selling a home packfor home sellers · once you have agreed a sale10 requests10 requests
Selling a home packKaren Bishop · 3 Mill Lane sale8 of 10 back
  • About the home
  • FormProperty information formabout your homeAssigned to KBKaren Bishop, sellerFrom Fionain 4 daysComplete
  • FormFittings and contents formwhat stays and what goesAssigned to KBKaren Bishop, sellerFrom Fionain 4 daysComplete
  • QuestionDisputes with neighboursyes or no, then detailsAssigned to KBKaren Bishop, sellerFrom Fionain 4 daysReady to check
  • QuestionWork done since you boughtwhat, when and who did itAssigned to KBKaren Bishop, sellerFrom Fionain 5 daysReady to check
  • QuestionIf your home is leaseholdagent, rent and chargesAssigned to KBKaren Bishop, sellerFrom Fionain 5 daysComplete
  • Papers to send
  • UploadTitle deedsif you hold themAssigned to KBKaren Bishop, sellerFrom Fionain 5 daysAwaiting reply
  • UploadGuarantees and warrantiesboiler, windows, dampAssigned to KBKaren Bishop, sellerFrom Fionain 5 daysReminder sent
  • UploadBuilding regulations papersfor any work doneAssigned to KBKaren Bishop, sellerFrom Fionain 6 daysComplete
  • Before we send it
  • QuestionMortgage on the propertylender, if anyAssigned to KBKaren Bishop, sellerFrom Fionain 4 daysReady to check
  • ApprovalConfirm your answersread and approveAssigned to KBKaren Bishop, sellerFrom Fionain 7 daysReady to check
Will instructions packfor people making a will · before the will meeting9 requests9 requests
Will instructions packMargaret Pearce · new will7 of 9 back
  • Your family
  • FormFamily details6 questionsAssigned to MPMargaret Pearce, customerFrom Fionain 2 daysComplete
  • TableChildren and grandchildrenname, age and relationshipAssigned to MPMargaret Pearce, customerFrom Fionain 3 daysComplete
  • QuestionGuardians for young childrenwho, and a back-upAssigned to MPMargaret Pearce, customerFrom Fionain 4 daysReady to check
  • QuestionFuneral wishesburial or cremationAssigned to MPMargaret Pearce, customerFrom Fionain 5 daysReady to check
  • Who gets what
  • TableWhat you ownitem, value, who owns itAssigned to MPMargaret Pearce, customerFrom Fionain 4 daysComplete
  • TableGifts and who gets themgift and personAssigned to MPMargaret Pearce, customerFrom Fionain 4 daysAwaiting reply
  • TableYour executorsname, address, phoneAssigned to MPMargaret Pearce, customerFrom Fionain 4 daysReminder sent
  • Your approval
  • DecisionLasting power of attorneyadd one or not yetAssigned to MPMargaret Pearce, customerFrom Fionain 6 daysComplete
  • ApprovalDraft willread and approveAssigned to MPMargaret Pearce, customerFrom Fionain 9 daysReady to check
Probate information packfor executors · once you have the death certificate10 requests10 requests
Probate information packEstate of Maureen Hughes8 of 10 back
  • The person who died
  • FormAbout the person who died8 questionsAssigned to RHRhys Hughes, executorFrom Fionain 3 daysComplete
  • UploadDeath certificatea copy is fineAssigned to RHRhys Hughes, executorFrom Fionain 3 daysComplete
  • UploadThe willa photo for nowAssigned to RHRhys Hughes, executorFrom Fionain 4 days1 file sent
  • The estate
  • TableAssetswhat, where, rough valueAssigned to RHRhys Hughes, executorFrom Fionain 6 daysReady to check
  • TableDebts and billswho and how muchAssigned to RHRhys Hughes, executorFrom Fionain 6 daysComplete
  • QuestionGifts in the last seven yearswho and how muchAssigned to RHRhys Hughes, executorFrom Fionain 6 daysAwaiting reply
  • You as executor
  • FormExecutor details6 questionsAssigned to RHRhys Hughes, executorFrom Fionain 4 daysReminder sent
  • UploadPhoto IDpassport or licenceAssigned to RHRhys Hughes, executorFrom Fionain 4 daysComplete
  • UploadProof of addresslast three monthsAssigned to RHRhys Hughes, executorFrom Fionain 5 days1 file sent
  • Before we apply
  • ApprovalDetails for the applicationread and approveAssigned to RHRhys Hughes, executorFrom Fionain 9 daysReady to check
Employment matter packfor employees in a dispute · after the first call10 requests10 requests
Employment matter packAmira Rahman · dismissal claim8 of 10 back
  • Your job
  • FormJob details8 questionsAssigned to ARAmira Rahman, employeeFrom Fionain 2 daysComplete
  • UploadEmployment contractand any changesAssigned to ARAmira Rahman, employeeFrom Fionain 3 daysComplete
  • UploadRecent payslipslast three monthsAssigned to ARAmira Rahman, employeeFrom Fionain 3 days1 file sent
  • What happened
  • QuestionTimeline of eventsdates, in orderAssigned to ARAmira Rahman, employeeFrom Fionain 4 daysReady to check
  • UploadLetters and emailsto and from your employerAssigned to ARAmira Rahman, employeeFrom Fionain 5 daysComplete
  • UploadMeeting notesdisciplinary or grievanceAssigned to ARAmira Rahman, employeeFrom Fionain 5 daysAwaiting reply
  • QuestionWitnessesnames and rolesAssigned to ARAmira Rahman, employeeFrom Fionain 5 daysReminder sent
  • Next steps
  • UploadEarly conciliation certificateif you have oneAssigned to ARAmira Rahman, employeeFrom Fionain 7 daysComplete
  • DecisionWhat you want to happenjob back, pay or bothAssigned to ARAmira Rahman, employeeFrom Fionain 6 daysReady to check
  • ApprovalPermission to contact ACASread and approveAssigned to ARAmira Rahman, employeeFrom Fionain 7 daysReady to check
Yearly firm recordsfor the firm · each year, before renewal9 requests9 requests
Yearly firm recordsWells Sharpe Law · yearly records7 of 9 back
  • Insurance
  • UploadProfessional indemnitycertificate for the yearAssigned to ASAlan Sharpe, managing partnerFrom Fionain 7 daysComplete
  • UploadCyber and office coverschedule pageAssigned to ASAlan Sharpe, managing partnerFrom Fionain 8 daysComplete
  • People and training
  • TablePractising certificatesname, number, renewalAssigned to ASAlan Sharpe, managing partnerFrom Fionain 10 daysReady to check
  • TableTraining recordsname, course, dateAssigned to ASAlan Sharpe, managing partnerFrom Fionain 10 daysReady to check
  • QuestionCompliance officersCOLP and COFA namesAssigned to ASAlan Sharpe, managing partnerFrom Fionain 10 daysComplete
  • Risk and policies
  • UploadFirm risk assessmentmoney laundering risksAssigned to ASAlan Sharpe, managing partnerFrom Fionain 12 daysAwaiting reply
  • ApprovalMoney laundering policyread and approveAssigned to ASAlan Sharpe, managing partnerFrom Fionain 12 daysReminder sent
  • QuestionComplaints this yearhow many, and outcomeAssigned to ASAlan Sharpe, managing partnerFrom Fionain 14 daysComplete
  • QuestionReports to the regulatoryes or no, then detailsAssigned to ASAlan Sharpe, managing partnerFrom Fionain 14 daysReady to check

Written for solicitors. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for every person on a matter

Buyers, sellers, executors and the other side each get their own link. Nobody needs an account, and nobody has to email a passport scan around.

A dated record of every document

Each ID, statement and approval is kept against the matter with the day it arrived, so the file shows what was asked for and when.

Reminders without another phone call

Docsroom chases whoever has not replied until each one is in, so a purchase does not stall for want of a bank statement or a lender’s letter.

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