The Law Society Conveyancing Quality Scheme Forms

Keep CQS forms with the matter in InTouch

InTouch gives your team one place to work with Conveyancing Quality Scheme (CQS) forms alongside the matter record, client information and follow-up tasks.

CQS forms available in InTouch

All CQS forms ordered through InTouch are based on the official latest editions from The Law Society.

CQS4 – Anti-Money Laundering – Client Identification Form

For recording client identification and customer due diligence checks, including identity details, source of funds, PEP status and sanctions checks.

CQS3 – Risk Report Form

For recording risks on the matter, including the likelihood of the risk and the impact if it arises.

CQS7 – Client Instruction Form

For capturing the client’s instructions at the start of the matter.

CQS6 – Anti-Money Laundering – Internal Reporting Form

For internal money laundering reporting where a concern or suspicion needs to be escalated.

CQS2 – Standard File Review – Conveyancing Sale

For recording file reviews on sale matters.

CQS1 – Standard File Review – Conveyancing Purchase

For recording file reviews on purchase matters.

CQS5 – Anti-Money Laundering – New Matter Form

For opening a new matter and recording the AML and risk position at the outset.

Why keep CQS forms inside the matter?

CQS forms are easier to manage when they sit within the matter rather than as separate Word files.

The Law Society expects firms to have a clear system for managing documents and files. For conveyancing teams, that means keeping forms, supporting information and matter progress in one place.

With InTouch, your team can:

  • open the right form against the right matter

  • use client and matter details already held in the case

  • keep AML information and supporting documents together

  • see what has been completed and what is still outstanding

  • give supervisors a clearer view of progress and risk

  • avoid duplicate files, version issues and unnecessary chasing


What are Conveyancing Quality Scheme forms?

The Conveyancing Quality Scheme (CQS) is The Law Society’s quality standard for SRA-regulated firms carrying out residential conveyancing.

CQS forms are used to record key parts of the conveyancing process, including:

  • client instructions

  • AML and client ID checks

  • new matter details

  • risk issues

  • sale file reviews

  • purchase file reviews

CQS forms help firms keep a consistent record of matter opening, compliance checks and file review work across residential conveyancing matters.

Explore more Law Society forms in InTouch

InTouch supports a wide range of Law Society forms across residential conveyancing and commercial property work, helping firms keep key forms and documents connected to the matter.

Law Society TA forms

Work with TA forms used in residential property transactions, including seller information and property-related forms.

Local Authority forms

Access Local Authority forms, including CON29, CON29O, CON29DW, and CON29M forms.

Standard Business Leases

Use The Law Society Standard Business Lease forms, including LS1, LS2, LS3 and LS4.

Standard Conditions of Sale & SCPC

Work with Standard Conditions of Sale and Standard Commercial Property Conditions (SCPC) forms.

FAQs

What is the Conveyancing Quality Scheme?

The Conveyancing Quality Scheme (CQS) is The Law Society’s quality standard for SRA-regulated firms carrying out residential conveyancing.

Who is CQS accreditation for?

CQS is for SRA-regulated firms that carry out residential conveyancing work.

Do CQS firms have to follow the Conveyancing Protocol?

Yes. CQS-accredited practitioners must follow the Conveyancing Protocol in conveyancing transactions, subject to limited exceptions where the transaction or client instructions require a different approach.

What are Conveyancing Quality Scheme forms?

Conveyancing Quality Scheme forms are the CQS forms used around key parts of a residential conveyancing matter, including client instruction, anti-money laundering checks, risk reporting and file review.

Which CQS forms are included in the current set?

The current CQS form set runs from CQS1 to CQS7: Standard File Review – Conveyancing Purchase, Standard File Review – Conveyancing Sale, Risk Report Form, AML Client Identification Form, AML New Matter Form, AML Internal Reporting Form, and Client Instruction Form.

Are CQS forms used for residential conveyancing?

Yes. CQS is a residential conveyancing accreditation, so Conveyancing Quality Scheme forms sit within residential conveyancing workflows.

Does CQS help with lender panels?

Yes. The Law Society says CQS accreditation can give firms greater access to lender panels.

Do non-CQS firms have to follow the Conveyancing Protocol?

No. Non-CQS firms do not have to use the Conveyancing Protocol, although the Law Society describes it as best practice to follow it as closely as possible.