For clients
Your solicitor has sent you a secure checklist.
Open the link with a one-time code, complete the tasks shown, and return later if you need more time or documents.
Four clear steps.
Secure online access
Complete only the tasks your solicitor assigned.
Stage 1
Open the secure link
Use the link from your solicitor, verify access, and begin online.
Stage 2
Complete your checklist
Work through identity, forms, funds information, documents, and signatures in one place.
Stage 3
Save and return
Pause if you need documents or time. Return to the same link to continue.
Stage 4
Review and submit
Check your information, submit to your solicitor, and contact them for matter-specific questions.
What you may need.
What to prepare
Identity documents, proof of address, funds information, and any forms.
- Photographic ID such as a passport or driving licence.
- Proof of address where your solicitor asks for it.
- Information about where transaction funds are coming from.
- Any forms, official documents, or signatures assigned by your solicitor.
Your documents stay clear and personal.
You see only the forms, terms, and signatures your solicitor assigned to you.
- Read and sign your own Client Care Letter online when your solicitor includes one.
- Complete digital forms and official documents with progress saved as you go.
- If a gifted deposit is involved, the donor receives a separate focused checklist after the firm reviews the details.
- If an item needs correcting, your solicitor can reopen only that part rather than making you start again.
If something looks wrong.
Do not continue if you do not recognise the firm, matter, or request.