Conveyancing may be a legal process, but building the right form for it shouldn’t require a law degree. With the right structure and a bit of planning, you can collect the required information and keep both you and your clients on the same page.
In this article, we break down what goes into a well-rounded conveyancing intake form that works across different legal systems. Plus, we include a ready-made template that you can adapt to suit your own practice or jurisdiction.
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30 questions for a comprehensive conveyancing intake form
Below is a general conveyancing intake form designed to guide property transactions. While the exact format and required details may vary depending on your local jurisdiction and legal preferences, this version offers a comprehensive starting point for most property deals.
| Note: Throughout this section, you’ll find example screenshots showing how some of the following questions might appear when built using Content Snare. Hundreds of firms use Content Snare to automate document collection and create secure and user-friendly forms, achieving a 67% reduction on stalled projects, based on user survey data. This online form builder features hundreds of 5-star reviews on G2 and Capterra, and it serves as a trusted platform for efficient onboarding and compliance. You can browse all available templates for free in the built-in form library. |
Property details
This section collects the basic information about the property being sold or purchased.
1. Property address
2. Type of property
Options: Residential, land, commercial, industrial, medical.
3. Is the property freehold or leasehold?
If leasehold, provide the length of the lease and who is the freeholder.
4. Is the property currently occupied?
Seller and buyer information
The following list of questions ensures that all parties involved in the transaction are properly identified. That way, you’ll prevent fraud and enable legal processing.
5. Full name of the seller
6. Seller contact details
Note: Phone, address, email.
7. Full name of the buyer
8. Buyer contact details
Note: Phone, address, email.
9. Are any of the parties acting through a representative or power of attorney?
Title and ownership
You also need to confirm the seller’s legal right to sell the property. In the UK and Australia, for example, this often aligns with the title deeds or land registry information.
10. Do you hold the title to the property?
11. Have you made any changes to the title or boundary lines?
If yes, please clarify the details.
12. Is the property registered with the land registry or equivalent authority?
Financial details
Understanding possible financial interests or liabilities tied to the property is important because it supports transparency in the conveyancing process.
13. Is the property subject to a mortgage or loan?
If yes, provide the name of the lender and the current balance.
14. Are there any liens, debts, or unpaid taxes on the property?
If yes, clarify the details.
Fixtures and inclusions
This section clarifies which items will be left in the property after the sale.
15. Which appliances or fixtures will be included in the sale?
Note: Think of items such as an oven, curtains, light fittings, and similar.
16. Are there any exclusions the buyer should be aware of?
If yes, please clarify the details.
Property condition
The goal of this section is to outline any issues or changes made to the property, as it helps the buyer plan for future costs.
17. Have you carried out any renovations or additions to the property?
If yes, please clarify the details.
18. Are you aware of any structural or environmental issues?
If yes, please clarify the details.
19. Have there been any insurance claims related to the property?
If yes, please clarify the details.
Utilities and services
Buyers also need to be aware of the services connected to the property.
20. What utilities are connected to the property?
Note: Think of things such as gas, electricity, water, and sewage.
21. Who are the current service providers?
22. Are there any issues with access to these services?
If yes, please clarify the details.
Legal restrictions
The following questions disclose any legal constraints or disputes affecting the property, which is essential for risk evaluation.
23. Are there any easements, covenants, or rights of way on the property?
If yes, please clarify the details.
24. Are there any ongoing or past disputes with neighbors or authorities?
If yes, please clarify the details.
25. Is the property subject to any zoning restrictions?
If yes, please clarify the details.
Occupancy
This section of your conveyancing questionnaire confirms the current use of the property. It's relevant if the property is rented out or under lease.
26. Is the property currently rented or tenanted?
If yes, provide details of the tenancy agreement.
27. Will the property be sold with vacant possession?
Declarations and signatures
This section finalizes the form with an affirmation of truth. A signed declaration adds legal weight to the statements made.
28. I confirm that the information provided in this form is accurate to the best of my knowledge.
29. Signature of seller
30. Date
Tailor your conveyancing intake form with Content Snare
Once you’ve reviewed the template and decided what to include, the next step is actually building the conveyancing questionnaire. This is where Content Snare can make a real difference.
With its superior form-building features, the system is designed specifically for professionals who frequently need to collect documents and information without all the chasing. Thanks to easy navigation and conditional logic, you can create a process that guides clients through each step while ensuring they only see what’s relevant to them.
One standout feature is the automated reminder system, which follows up with clients so you don’t have to. That alone can save hours each week and drastically reduce delays in the conveyancing process.
In addition, Content Snare includes an approval system that lets you quickly accept or reject responses, making it easier to spot issues before they become bottlenecks. Everything is tracked and stored securely, so you have a clear record of who submitted what, and when.
Content Snare also plays well with your existing legal tech stack: it integrates with many popular legal and practice management tools, so you can automate client intake and sync data with minimal effort. And with ISO 27001 certification, you can be confident that sensitive client data is being handled with industry-leading security standards.
The bottom line is that Content Snare helps streamline form creation, reduce back-and-forth, minimize paperwork, and focus on getting deals over the line.
Are you ready to give it a try?
Sign up for free and start building your conveyancing questionnaire today.
FAQ
What is the conveyancing process?
Conveyancing is the legal process of transferring property ownership from one party to another. It involves preparing, verifying, and lodging legal documents, conducting searches, confirming ownership and financial obligations, and ensuring all contractual obligations are met before settlement.
How does Content Snare help with conveyancing forms?
Content Snare simplifies the creation and collection of conveyancing intake forms. It lets you build user-friendly and legally structured questionnaires with conditional logic, automated reminders, and secure data storage. This reduces manual follow-ups and keeps clients on track, which in turn minimizes administrative overhead.
Can I customize the conveyancing form template in Content Snare?
Yes, you can easily customize the conveyancing form template in Content Snare. You can tailor the questions, structure, and visibility rules to suit your jurisdiction, legal requirements, specific clients, and firm’s workflow.
