What Is the Law Society Conveyancing Protocol?
How the Law Society's conveyancing protocol standardises the sale process and what it means for sellers dealing with solicitors.
What you need to know
The Law Society Conveyancing Protocol is a standardised set of procedures that solicitors follow when handling residential property sales in England and Wales. It requires sellers to complete specific forms (TA6, TA10, TA7, TA13) and solicitors to provide a complete contract pack upfront. Most solicitors follow the protocol, and all CQS-accredited firms are required to.
- The protocol standardises how residential conveyancing is handled across England and Wales, covering which forms are used, when information is provided, and how each stage is managed.
- Sellers must complete the TA6 Property Information Form and TA10 Fittings and Contents Form under the protocol; leasehold sellers also complete the TA7.
- All solicitors accredited under the Conveyancing Quality Scheme (CQS) must follow the protocol, and most mortgage lenders require CQS accreditation.
- The protocol is designed to front-load information and reduce delays, making the sale process more predictable for everyone involved.
Pine handles the legal prep so you don't have to.
Check your sale readinessIf you're selling a property in England or Wales, the chances are your solicitor will handle the transaction under the Law Society Conveyancing Protocol. But what is it, and why should you care? In short, the protocol is the rulebook that governs how most residential property sales are conducted. It tells your solicitor which forms to use, what information to provide to the buyer's solicitor, and when to provide it.
For sellers, understanding the protocol helps you know what to expect, which forms you need to complete, and why your solicitor asks for certain documents at particular times. This guide explains the protocol in plain English, covers the standard forms it requires, and shows how following it can make your sale smoother and faster.
What is the conveyancing protocol?
The Law Society Conveyancing Protocol is a set of standardised procedures published by the Law Society of England and Wales. It was first introduced in 1990 to bring consistency to the way residential property transactions are handled. Before the protocol, different solicitors used different forms, provided information at different times, and followed different procedures — making transactions slower and less predictable for everyone.
The current version is the 5th edition, published in 2019. It applies to residential freehold and leasehold sales in England and Wales and sets out a step-by-step framework covering everything from initial instruction through to completion.
The protocol is not a law — solicitors are not legally compelled to follow it. However, any firm accredited under the Law Society's Conveyancing Quality Scheme (CQS) must follow the protocol as a condition of their accreditation. Since the vast majority of mortgage lenders require their panel solicitors to hold CQS accreditation, most conveyancing solicitors follow the protocol in practice.
What is the purpose of the protocol?
The protocol exists to solve a simple problem: without agreed standards, property transactions take longer, cost more, and are more likely to fall through. It achieves this by:
- Standardising the forms used in every transaction, so both sides know exactly what information to expect and in what format
- Front-loading information so the seller's solicitor provides a complete contract pack at the outset rather than drip-feeding documents over weeks
- Setting clear expectations for both solicitors about what should happen at each stage, reducing delays caused by different working practices
- Reducing additional enquiries by requiring comprehensive property information upfront, which means the buyer's solicitor has fewer reasons to raise follow-up questions
In essence, the protocol is designed to make conveyancing faster and more predictable. When it works well, sellers benefit from fewer surprises, shorter timelines, and a lower risk of their sale dragging on for months.
What the protocol requires solicitors to do
Under the protocol, the seller's solicitor has a clear set of obligations. These are designed to ensure the transaction starts on a solid foundation and moves forward efficiently. Here is what your solicitor must do under the protocol:
- Obtain title documents from HM Land Registry at the earliest opportunity and review them for any issues that could delay the sale
- Send the seller the protocol forms (TA6, TA10, and TA7 for leasehold) for completion as soon as they are instructed
- Prepare and send a complete contract pack to the buyer's solicitor, including the draft contract, title documents, completed property information forms, and all supporting certificates
- Use the Law Society's standard contract incorporating the Standard Conditions of Sale (5th edition, 2019 revision)
- Respond to enquiries promptly and provide full, honest answers rather than evasive or partial responses
- Provide the TA13 Completion Information and Undertakings form before completion, confirming practical details such as the redemption of any existing mortgage
The key principle is front-loading: the seller's solicitor should provide as much information as possible at the start, reducing the need for multiple rounds of enquiries later.
Protocol requirements at a glance
This table summarises the main obligations the protocol places on the seller's solicitor at each stage of the transaction:
| Stage | Protocol requirement | Why it matters for sellers |
|---|---|---|
| Instruction | Carry out AML identity checks and obtain title documents | Confirms you own the property and can sell it; must happen before any other work begins |
| Instruction | Send seller the TA6, TA10, and TA7 (if leasehold) for completion | You need to fill these in accurately — the sooner you start, the sooner the contract pack is ready |
| Pre-contract | Prepare and send a complete contract pack to the buyer's solicitor | Front-loading information reduces the number of follow-up enquiries and speeds up the process |
| Pre-contract | Use the Law Society standard contract with Standard Conditions of Sale | A standard contract means both solicitors are working from the same baseline, avoiding unnecessary negotiation |
| Enquiries | Respond fully and promptly to the buyer's solicitor's enquiries | Quick, thorough responses prevent the back-and-forth that can add weeks to a sale |
| Pre-completion | Provide the TA13 Completion Information and Undertakings form | Confirms the financial and practical details needed for completion day to run smoothly |
| Completion | Discharge existing mortgages and account for sale proceeds | Ensures your mortgage is paid off and you receive the remaining proceeds promptly |
The standard forms required by the protocol
One of the protocol's most important contributions is standardising the forms used in every residential sale. Before the protocol, different solicitors used different questionnaires, making it difficult for the buyer's solicitor to know what information had been provided and what was missing. The protocol mandates four key forms:
TA6 — Property Information Form
The TA6 Property Information Form is the most important form you will complete as a seller. It covers 14 sections spanning boundaries, disputes, planning permissions, building work, environmental matters, services, and more. Your answers become part of the legal transaction, and inaccurate or misleading responses can lead to misrepresentation claims after completion.
TA10 — Fittings and Contents Form
The fittings and contents form lists every item in the property and states whether it is included in the sale, excluded, or available by separate negotiation. This prevents disputes about what the buyer expects to find on completion day — from light fittings and curtain poles to garden sheds and fitted wardrobes.
TA7 — Leasehold Information Form
If you are selling a leasehold property (most flats and some houses), the TA7 covers lease-specific information such as ground rent, service charges, the managing agent, planned major works, and the remaining term of the lease. This form requires input from your freeholder or managing agent, which can take several weeks to obtain.
TA13 — Completion Information and Undertakings
The TA13 is completed by your solicitor (not by you) before completion. It provides the buyer's solicitor with the financial details needed for completion day, including the amount required, your solicitor's bank account details, and undertakings regarding the discharge of any existing mortgage on the property.
Summary of protocol forms
| Form | Full name | Completed by | When it is used |
|---|---|---|---|
| TA6 | Property Information Form | Seller | Every residential sale — covers property details across 14 sections |
| TA10 | Fittings and Contents Form | Seller | Every residential sale — lists what is included, excluded, or negotiable |
| TA7 | Leasehold Information Form | Seller (with freeholder/managing agent input) | Leasehold sales only — covers lease terms, charges, and management |
| TA13 | Completion Information and Undertakings | Seller's solicitor | Every sale — confirms financial details and mortgage discharge undertakings |
For a deeper look at the forms you need to complete and how to approach them, see our conveyancing checklist for sellers.
How the protocol affects you as a seller
As a seller, you do not interact with the protocol directly — your solicitor follows it on your behalf. But it shapes your experience in several important ways:
- You will be asked to complete forms early. Under the protocol, your solicitor should send you the TA6 and TA10 (and TA7 if leasehold) as soon as you instruct them. The expectation is that you complete these promptly so the contract pack can be assembled without delay.
- You will need to provide supporting documents. The protocol requires that relevant certificates, planning permissions, building regulations approvals, guarantees, and warranties are included in the contract pack. Your solicitor will ask you to gather these.
- Information is provided upfront, not piecemeal. The protocol's front-loading approach means the buyer's solicitor receives a comprehensive pack at the start, rather than requesting documents one by one over several weeks.
- You can expect a more predictable process. Because both solicitors are following the same procedures, there are fewer surprises. The steps are well-defined, and the sequence is consistent from one transaction to the next.
The single most important thing you can do as a seller is complete your protocol forms thoroughly and quickly. Every day your solicitor waits for your TA6 answers is a day the buyer's solicitor cannot begin their review. For tips on how to do this efficiently, see our guide on how to instruct a solicitor for selling.
Protocol transactions vs non-protocol transactions
Not every property sale follows the protocol. Some solicitors, particularly those without CQS accreditation, may handle transactions outside the protocol framework. Here is how the two approaches compare:
| Aspect | Protocol transaction | Non-protocol transaction |
|---|---|---|
| Forms used | Standard Law Society forms (TA6, TA10, TA7, TA13) | May use non-standard or bespoke forms |
| Contract | Law Society standard contract with Standard Conditions of Sale | May use a non-standard contract requiring more negotiation |
| Information timing | Complete contract pack provided upfront | Information may be provided gradually in response to requests |
| Enquiry rounds | Typically fewer, because comprehensive information is provided at the start | Often more rounds needed, as the buyer's solicitor must request information piece by piece |
| Predictability | High — both solicitors follow the same process | Lower — procedures depend on the individual solicitor's practices |
| Mortgage lender acceptance | Widely accepted — CQS is required by most lenders | Some lenders may not accept non-CQS solicitors on their panel |
| Typical timeline | 12 to 16 weeks (offer to completion) | Can be longer due to additional back-and-forth |
In practice, most residential sales follow the protocol. If you are selling a standard residential property, it is worth checking that your solicitor is CQS accredited, which guarantees they will follow the protocol. You can verify a firm's CQS status on the Law Society's website.
The protocol and the Conveyancing Quality Scheme (CQS)
The Conveyancing Quality Scheme is the Law Society's accreditation programme for residential conveyancing firms. It was launched in 2011 to provide a recognised quality standard that mortgage lenders could use when building their solicitor panels.
The relationship between CQS and the protocol is straightforward:
- CQS accreditation requires firms to follow the Conveyancing Protocol in all residential transactions
- CQS firms must demonstrate that their staff are trained in protocol procedures and that their systems support protocol compliance
- Most major mortgage lenders — including Barclays, Halifax, HSBC, Lloyds, NatWest, Nationwide, and Santander — require solicitors on their panels to hold CQS accreditation
- The SRA (Solicitors Regulation Authority) works alongside the Law Society to ensure CQS firms maintain standards, though the SRA itself regulates individual solicitors rather than the CQS scheme
For sellers, the practical takeaway is simple: if your solicitor is CQS accredited, they will follow the protocol. This gives you a baseline level of quality and consistency. If your buyer is using a mortgage (which most buyers are), their lender will almost certainly require a CQS-accredited solicitor on their side too, meaning both sides of the transaction are following the same procedures.
Benefits of the protocol for sellers
While the protocol is primarily aimed at solicitors, it delivers real benefits for sellers:
- Predictability. You know in advance which forms you need to complete and what documents you need to gather. There are no surprises about what is expected of you.
- Speed. Front-loading information means the buyer's solicitor can start their review immediately, rather than waiting for documents to trickle through. This can save two to four weeks on the overall conveyancing timeline.
- Fewer enquiries. A comprehensive contract pack answers many of the questions the buyer's solicitor would otherwise raise. Fewer enquiry rounds means less waiting and fewer opportunities for the sale to stall.
- Reduced risk of fall-throughs. Delays and information gaps are among the leading causes of sales falling through. The protocol's structured approach reduces both.
- Consistency across transactions. Whether you are selling a terraced house in Manchester or a flat in London, the protocol ensures the same forms and procedures are used.
- Mortgage lender confidence. Because lenders trust CQS-accredited firms and protocol procedures, there is less risk of a lender raising issues with how the legal work is being conducted.
What the protocol does not cover
The protocol is comprehensive, but it has limits. It does not cover:
- The sale price or commercial terms. Negotiating the price, agreeing the completion date, and deciding what fixtures to include are matters between you, your estate agent, and the buyer — not the protocol.
- Property searches. The protocol does not specify which searches the buyer's solicitor should order. The choice of searches depends on the property's location and the buyer's lender's requirements.
- The survey or valuation. These are arranged by the buyer and their lender, not governed by the protocol.
- New-build transactions. The protocol is primarily designed for second-hand residential sales. New-build purchases typically follow separate procedures agreed between the developer and the buyer.
- Commercial property. The protocol applies only to residential conveyancing. Commercial property transactions follow different procedures.
History of the conveyancing protocol
The protocol has evolved significantly since it was first introduced. Understanding its history helps explain why it exists in its current form:
- 1990 — 1st edition. The Law Society introduced the original protocol to address growing frustration with inconsistent conveyancing practices. It established the principle of using standard forms and providing information upfront.
- 2011 — CQS launched. The Law Society introduced the Conveyancing Quality Scheme, linking protocol compliance to a formal accreditation that mortgage lenders could require.
- 2019 — 5th edition (current). The most recent version updated the protocol to reflect modern practices, including electronic communication, updated forms (the TA6 was revised to its 4th edition in 2020 with enhanced questions on flooding and Japanese knotweed), and alignment with current regulatory requirements.
How to check whether your solicitor follows the protocol
If you want to confirm that your solicitor follows the protocol, there are two straightforward steps:
- Check their CQS status. Search for the firm on the Law Society's solicitor checker. CQS accreditation is listed under the firm's profile. If they hold CQS, they are required to follow the protocol.
- Ask them directly. When you instruct a solicitor, ask whether they follow the Law Society Conveyancing Protocol. Any reputable residential conveyancing firm will confirm that they do.
If you are using a licensed conveyancer regulated by the Council for Licensed Conveyancers (CLC) rather than a solicitor, they are not bound by the Law Society's protocol specifically, but the CLC has its own equivalent standards and codes of conduct that achieve similar outcomes. You can check a licensed conveyancer's registration on the CLC website.
Getting ahead of the protocol with Pine
The protocol's front-loading principle — providing comprehensive information at the start — works best when sellers are prepared. Unfortunately, many sellers only begin thinking about their TA6 and TA10 after accepting an offer, which means weeks of form-filling while the buyer waits.
Pine helps you get ahead of this. You can complete your property information forms with plain-English guidance, gather your supporting documents, and have everything ready before you even list your home. When a buyer's offer comes in, your solicitor can send the contract pack immediately — exactly as the protocol intends, but without the usual delays. The result is a faster sale, fewer enquiries, and a buyer who stays confident throughout the process.
Sources and further reading
- Law Society — Conveyancing Protocol — Full text of the protocol and guidance for solicitors (lawsociety.org.uk)
- Law Society — Conveyancing Quality Scheme (CQS) — Information on CQS accreditation, requirements, and how to check a firm's status (lawsociety.org.uk)
- Solicitors Regulation Authority (SRA) — Solicitor Register — Check whether a solicitor or firm is properly regulated (sra.org.uk)
- Council for Licensed Conveyancers (CLC) — Regulated Lawyers — Find and verify licensed conveyancers (clc-uk.org)
- Gov.uk — Buying and Selling Your Home — Government guidance on the property transaction process (gov.uk)
- Law Society — Standard Conditions of Sale — The standard contract conditions used in protocol transactions (lawsociety.org.uk)
Frequently asked questions
What is the Law Society Conveyancing Protocol?
The Law Society Conveyancing Protocol is a set of standardised procedures that solicitors and licensed conveyancers follow when handling residential property transactions in England and Wales. It sets out which forms to use, what information to provide upfront, and how each stage of the conveyancing process should be handled. The current version is the 5th edition, published in 2019.
Do all solicitors have to follow the conveyancing protocol?
The protocol is not a legal requirement, so solicitors are not compelled by law to follow it. However, any firm accredited under the Law Society's Conveyancing Quality Scheme (CQS) must follow the protocol as a condition of their accreditation. Since most mortgage lenders require CQS accreditation, the vast majority of conveyancing solicitors follow the protocol in practice. Non-CQS firms may still choose to follow it voluntarily.
What forms does the conveyancing protocol require sellers to complete?
Under the protocol, sellers are required to complete the TA6 Property Information Form and the TA10 Fittings and Contents Form for every residential sale. If the property is leasehold, sellers must also complete the TA7 Leasehold Information Form. The protocol also requires the seller's solicitor to use the TA13 form to provide confirmation of completion information and the Law Society's standard contract incorporating the Standard Conditions of Sale.
What is the difference between the protocol and CQS?
The Conveyancing Protocol is a set of procedural rules for handling property transactions. The Conveyancing Quality Scheme (CQS) is an accreditation programme that certifies law firms meet certain quality standards. Following the protocol is one of the requirements for CQS membership. A firm can follow the protocol without being CQS accredited, but a CQS-accredited firm must follow the protocol. Most major mortgage lenders require their panel solicitors to hold CQS accreditation.
Does the conveyancing protocol apply in Scotland or Northern Ireland?
No. The Law Society Conveyancing Protocol applies only to residential property transactions in England and Wales. Scotland has an entirely different conveyancing system overseen by the Law Society of Scotland, which uses Home Reports and a different set of procedures. Northern Ireland also has its own separate conveyancing practices governed by the Law Society of Northern Ireland.
How does the protocol affect the timeline of my sale?
The protocol is designed to speed up conveyancing by requiring the seller's solicitor to provide a complete contract pack at the outset, rather than drip-feeding information. When followed properly, this front-loading of information reduces the number of additional enquiries the buyer's solicitor needs to raise and shortens the overall timeline. Sellers who complete their TA6 and TA10 forms before listing can reduce the conveyancing process by two to four weeks.
What happens if my solicitor does not follow the protocol?
If your solicitor is CQS accredited and fails to follow the protocol, they risk losing their accreditation, which would remove them from most mortgage lender panels. If they are not CQS accredited, there is no formal penalty for not following the protocol, though the transaction may take longer and be less predictable. The buyer's solicitor may also raise concerns if standard protocol procedures are not being followed, which can create delays.
Can I complete the protocol forms before instructing a solicitor?
Yes. The TA6, TA10, and TA7 forms can all be completed before you formally instruct a solicitor. In fact, doing so is one of the most effective ways to speed up the conveyancing process. Services like Pine help sellers complete these forms early with plain-English guidance, so your solicitor can assemble and send the contract pack as soon as you instruct them rather than waiting weeks for you to fill in paperwork.
What is the TA13 form used for in the protocol?
The TA13 is the Completion Information and Undertakings form. It is completed by the seller's solicitor and sent to the buyer's solicitor before completion. It confirms practical details needed for completion day, such as the amount required to complete, the seller's solicitor's bank account details for receiving funds, and any undertakings the seller's solicitor gives regarding the discharge of existing mortgages on the property.
Does the protocol cover new-build properties?
The standard Conveyancing Protocol is primarily designed for second-hand residential property sales. New-build properties are typically handled under separate arrangements between the developer's solicitor and the buyer's solicitor. However, many of the same principles apply, and CQS-accredited firms handling new-build purchases will still follow protocol-aligned procedures. The Law Society also publishes separate guidance for new-build transactions.
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