Templates

Property

Client onboarding email

Welcome email with engagement terms, ID requirements, and next steps.

Property

Request for documents

Stage-specific document request for buyer or seller clients.

Property

Contract pack chase

Professional chaser to the other side's solicitor for the contract pack.

Property

Search update

Client update explaining ordered searches and expected timescales.

Property

Enquiries raised

Cover letter raising pre-contract enquiries with numbered schedule.

Property

Replies to enquiries

Structured replies with client-input placeholders and approval gate.

Property

Report on title

Full report on title template with risk sections and client actions.

Property

Exchange readiness

Pre-exchange checklist confirmation for client and lender.

Property

Completion update

Completion-day client communication with funds confirmation.

Property

Post-completion update

SDLT and registration status update following completion.

Property

Lender response

Response template addressing lender requirements and title issues.

Property

Landlord consent request

Formal request for landlord consent to assignment or underletting.

Property

Licence to assign comments

Mark-up commentary on a draft licence to assign.

Litigation

Letter before action

Pre-action protocol compliant letter of claim structure.

Litigation

Response to letter before action

Structured response with admissions, denials, and information requests.

Litigation

Particulars of claim outline

Skeleton particulars with cause-of-action elements mapped to facts.

Litigation

Defence outline

Paragraph-by-paragraph defence structure with response options.

Litigation

Witness statement structure

Compliant witness statement scaffold with statement of truth.

Litigation

Settlement offer letter

Without prejudice settlement proposal with Part 36 considerations.

Litigation

Trial bundle index

Paginated trial bundle index by section and chronology.

Corporate

NDA

Mutual or one-way confidentiality agreement with standard carve-outs.

Corporate

Heads of terms

Non-binding heads of terms for share or asset transactions.

Corporate

Due diligence request list

Comprehensive DD request list organised by workstream.

Corporate

Due diligence report

Issues-based DD report with red / amber / green ratings.

Corporate

SPA comments

Issues list and mark-up commentary on a draft SPA.

Corporate

Disclosure letter comments

Warranty-mapped disclosure review comments.

Corporate

Board minutes

Board approval minutes for transaction documents.

Corporate

Shareholder resolutions

Written resolutions for share issues and constitutional changes.

Corporate

Completion agenda

Step-by-step completion agenda with document and signatory list.

Corporate

Signing checklist

Execution checklist by document, party, and signing method.

Corporate

Completion checklist

Conditions precedent and completion deliverables tracker.

Corporate

Client update email

Transaction milestone update in plain client-friendly language.