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Vol 23 No 5 May/June 2018

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This book is now Out of Print.
A new edition was published, see:
Conveyancing Quality Scheme Toolkit 2nd ed isbn 9781907698361

Conveyancing Quality Scheme Toolkit

ISBN13: 9781907698200
New Edition ISBN: 9781907698361
Published: July 2011
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback & CD-Rom
Price: Out of print

The Law Society Conveyancing Quality Scheme is the new quality standard for residential conveyancers. Accreditation under the scheme will provide assurance to lenders, insurers, consumers and clients.

The Conveyancing Quality Scheme Toolkit contains the core practice management standards that will help firms to become CQS accredited. The core practice management standards cover:-

  • risk management
  • financial management
  • supervision and operational risk management
  • client care
  • file and case management.
The toolkits contain template policies and documents, all of which are provided on the book’s accompanying free CD-ROM, enabling you to customise them as needed.

The scheme is already supported by the Building Societies Association, the Association of British Insurers and the Council of Mortgage Lenders.

If a practice has achieved the Lexcel standard, it will have already satisfied the implementation of the core practice management standards.

Conveyancing, Legal Practice Management
Financial Management
1. Financial management procedures
Supervision and Operational Risk Management
1. Management structure of the firm
2. Supervision policy
3. File review policy
4. Standard file review – purchase
5. Standard file review – sale
6. Risk management policy
7. Risk management analysis spread sheet
8. Business continuity plan
9. Business continuity monitoring form
10. Mortgage fraud policy
11. Anti-money laundering
12. Email policy
Client Care
1. Client care policy
2. Standard terms and conditions of business for conveyancing clients
3. Client satisfaction questionnaire
4. Client complaints policy
File and Case Management
1. Procedure for acceptance of new matters and allocation of work
2. Client instruction form
3. Initial letter to client
4. Policy for the giving of undertakings
5. File management procedures
6. Risk notice
7. File risk assessment and conflict of interests check form.