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Client Terms & Conditions

For Buyers​

E-Solicitors Marketplace

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Your Agreement with the Platform

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Version 1.0 - January 2026

England and Wales

Important Information for Buyers​

  • PLEASE READ THESE TERMS CAREFULLY BEFORE USING THE PLATFORM. BY USING THE PLATFORM, YOU AGREE TO BE BOUND BY THESE TERMS.

Key Points You Need to Understand

  • The Platform is a MARKETPLACE that connects you with solicitors

  • Solicitors on the Platform are independently regulated by the SRA

  • You have the right to verify any solicitor's credentials before instructing them

  • The Platform does NOT provide legal advice or legal services

  • When you instruct a solicitor, your contract is with them - not with us

  • We are NOT a law firm and are NOT regulated by the SRA, Law Society, or FCA

  • YOUR RIGHTS: If you are a consumer, you have rights under the Consumer Rights Act 2015, Consumer Contracts Regulations 2013, and Digital Markets, Competition and Consumers Act 2024. These Terms do not affect your statutory rights.

What This Means for You

When you use [Platform Name], you are using a technology service to find and connect with solicitors. Think of us like a marketplace or directory - we help you find the right solicitor, but the legal services are provided by the solicitor, not by us.

This means:

The solicitor you choose is responsible for the legal advice they give you

Any complaints about legal services should go to the solicitor (and then the Legal Ombudsman if unresolved within 8 weeks)

Complaints about our Platform service should come to us

Legal fees are paid to the solicitor, not to us (we may charge separate Platform fees)

Part A: About These Terms​

1. Definitions​

1.1 In these Terms, the following words have these meanings:

"AML" means anti-money laundering requirements under MLR 2017, ECCTA 2023, and LSAG 2025.

"Buyer / You / Your" means you, the individual or business seeking legal services through the Platform.

"Client" means a Buyer who instructs a Solicitor to provide legal services.

"Consumer" means an individual acting for purposes wholly or mainly outside their trade, business, craft, or profession.

"CRA 2015" means the Consumer Rights Act 2015.

"CCR 2013" means the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013.

"DMCCA 2024" means the Digital Markets, Competition and Consumers Act 2024.

"Dual Qualified Solicitor" means a solicitor holding practising qualifications in England and Wales AND one or more other jurisdictions.

"ECCTA 2023" means the Economic Crime and Corporate Transparency Act 2023.

"Freelance Solicitor" means a solicitor authorised by the SRA to practise outside a traditional firm structure.

"Legal Ombudsman" means the independent body handling complaints about legal services.

"LSAG 2025" means the Legal Sector Affinity Group Anti-Money Laundering Guidance 2025.

"MLR 2017" means the Money Laundering Regulations 2017 (as amended).

"Platform / We / Us / Our" means [Platform Name], operated by [Company Name].

"REL" means a Registered European Lawyer registered with the SRA before 1 January 2021.

"RFL" means a Registered Foreign Lawyer registered with the SRA.

"Sanctions" means financial sanctions imposed by OFSI, EU, UN, or OFAC.

"Solicitor" means any solicitor, law firm, RFL, REL, Dual Qualified Solicitor, or Freelance Solicitor on the Platform.

"SRA" means the Solicitors Regulation Authority.

"Vulnerable Client" means a client who may need additional support due to age, disability, mental capacity, language barriers, or other factors.

  1. ABOUT US - THE PLATFORM

2.1 We are [Platform Name], a technology company operating an online marketplace connecting people who need legal services with solicitors who provide them.

2.2 Important facts about us:

2.2.1 We are NOT a law firm or legal practice.

2.2.2 We are NOT regulated by the SRA.

2.2.3 We are NOT a member of The Law Society.

2.2.4 We are NOT regulated by the FCA.

2.2.5 We do NOT provide legal advice or legal services.

2.2.6 We do NOT hold client money.

2.2.7 We do NOT conduct AML/KYC checks on you - that is the solicitor's responsibility.

2.3 We are registered with the ICO for data protection purposes.

  1. WHAT WE DO AND DON'T DO

3.1 What we DO:

3.1.1 Provide a platform where you can search for solicitors;

3.1.2 Display information about solicitors and their services;

3.1.3 Help match you with solicitors based on your needs;

3.1.4 Provide tools for you to communicate with solicitors;

3.1.5 Verify that solicitors are registered with the SRA; and

3.1.6 Process payments for our Platform fees (if any).

3.2 What we DON'T do:

3.2.1 Provide legal advice;

3.2.2 Recommend specific solicitors;

3.2.3 Guarantee the quality of legal services;

3.2.4 Handle complaints about legal services;

3.2.5 Hold your money for legal services;

3.2.6 Supervise or regulate solicitors; or

3.2.7 Conduct AML/KYC identity checks.

4. Your Relationship With Solicitors​

4.1 When you instruct a solicitor through our Platform:

4.1.1 You are entering into a contract directly with that solicitor;

4.1.2 The solicitor (not us) is responsible for providing legal services to you;

4.1.3 The solicitor's terms of business apply to your legal matter;

4.1.4 The solicitor owes professional duties to you under SRA rules;

4.1.5 The solicitor is responsible for any legal advice they give you; and

4.1.6 Any legal fees are payable to the solicitor, not to us.

4.2 We are not a party to the contract between you and the solicitor.

Part B: Using the Platform​

5. Eligibility and Registration​

5.1 To use the Platform, you must:

5.1.1 Be at least 18 years old (or have a parent/guardian's consent);

5.1.2 Have legal capacity to enter into contracts;

5.1.3 Provide accurate information about yourself; and

5.1.4 Accept these Terms.

5.2 If you are using the Platform on behalf of a business:

5.2.1 You confirm you have authority to bind that business;

5.2.2 The business will be bound by these Terms; and

5.2.3 References to 'you' include the business.

6. Your Account​

6.1 You may need to create an account to use certain Platform features.

6.2 You are responsible for:

6.2.1 Keeping your account details secure;

6.2.2 Keeping your password confidential;

6.2.3 All activity that occurs under your account; and

6.2.4 Notifying us immediately if you suspect unauthorised access.

7. How the Platform Works​

7.1 The Platform allows you to:

7.1.1 Search for solicitors by practice area, location, and other criteria;

7.1.2 View solicitor profiles, qualifications, and services;

7.1.3 Compare solicitors and their pricing (where published);

7.1.4 Contact solicitors through the Platform; and

7.1.5 Request quotes or consultations.

7.2 Solicitor profiles are created by the solicitors themselves. We verify SRA registration but do not verify all information in profiles.

8. Search Results​

8.1 Search results are displayed based on various factors which may include:

8.1.1 Relevance to your search criteria;

8.1.2 Solicitor location and coverage area;

8.1.3 Solicitor ratings and reviews;

8.1.4 Solicitor response times; and

8.1.5 Whether the solicitor has paid for enhanced visibility.

8.2 Search results are not recommendations. The order in which solicitors appear is not an endorsement of their quality or suitability.

Part C: Instructing a Solicitor​

9. Choosing a Solicitor​

9.1 The decision to instruct a solicitor is yours. We do not make this decision for you.

9.2 Before instructing a solicitor, we recommend you:

9.2.1 Verify their SRA registration (see Schedule 1);

9.2.2 Check they have experience in your type of matter;

9.2.3 Understand their fees and billing arrangements;

9.2.4 Ask about timescales and who will handle your matter;

9.2.5 Check they have professional indemnity insurance; and

9.2.6 Feel comfortable communicating with them.

ℹ The Platform includes various types of legal professionals. Understanding the differences helps you choose appropriately.

10.1 Types of legal professionals on the Platform:

10.1.1 Solicitors: Fully qualified lawyers admitted to the Roll with a current practising certificate. Can conduct all reserved and unreserved legal activities.

10.1.2 Freelance Solicitors: Solicitors authorised to practise independently outside a traditional law firm. Same qualifications but different practice structure.

10.1.3 Dual Qualified Solicitors: Solicitors qualified in England and Wales AND one or more other jurisdictions. May offer cross-border expertise.

10.1.4 Registered Foreign Lawyers (RFLs): Lawyers qualified outside the UK, registered with the SRA. Can provide unreserved legal activities only - CANNOT conduct litigation, conveyancing, or probate.

10.1.5 Registered European Lawyers (RELs): European-qualified lawyers registered before January 2021. May have different practice rights.

10.2 Reserved Legal Activities: Only solicitors (not RFLs) can:

10.2.1 Conduct litigation (court proceedings);

10.2.2 Exercise rights of audience in court;

10.2.3 Carry out conveyancing (property transfers);

10.2.4 Carry out probate activities;

10.2.5 Carry out notarial activities; and

10.2.6 Administer oaths.

11. Verifying Solicitor Credentials​

  • We strongly recommend you verify any solicitor's credentials before instructing them.

11.1 All solicitors in England and Wales must be registered with the SRA.

11.2 You can check a solicitor's registration for free at: www.sra.org.uk/consumers/register/

11.3 The SRA Register will tell you:

11.3.1 Whether the solicitor is authorised to practise;

11.3.2 Whether there are any conditions on their practising certificate;

11.3.3 Whether they have been subject to disciplinary action;

11.3.4 Their current employer or if they are a Freelance Solicitor;

11.3.5 Whether they are an RFL or REL (with any practice restrictions); and

11.3.6 Whether the law firm is properly authorised.

12.1 When you instruct a solicitor, you enter into a contract with them. This is separate from your agreement with us.

12.2 The solicitor must provide you with:

12.2.1 A Client Care Letter setting out the terms of their service;

12.2.2 Clear information about their fees (per SRA Transparency Rules);

12.2.3 Information about their complaints procedure;

12.2.4 Information about the Legal Ombudsman (including time limits);

12.2.5 Information about the SRA and how to contact them;

12.2.6 Disclosure of any referral fee arrangement; and

12.2.7 Clear statement that legal services are provided by them, not by this Platform.

13. What to Expect From Your Solicitor​

13.1 SRA-regulated solicitors must comply with the seven SRA Principles:

13.1.1 Act in a way that upholds the rule of law and proper administration of justice;

13.1.2 Act in a way that upholds public trust in the profession;

13.1.3 Act with independence;

13.1.4 Act honestly;

13.1.5 Act with integrity;

13.1.6 Act in a way that encourages equality, diversity and inclusion; and

13.1.7 Act in your best interests.

13.2 Solicitors must also:

13.2.1 Maintain confidentiality about your matter;

13.2.2 Provide a competent and timely service (SRA Code Rule 3.2);

13.2.3 Keep you informed of progress;

13.2.4 Handle your money properly in a client account;

13.2.5 Have professional indemnity insurance;

13.2.6 Deal with complaints fairly;

13.2.7 Conduct identity verification where required by law; and

13.2.8 Comply with sanctions screening requirements.

13.3 If your solicitor falls short of these standards, you may have grounds to complain (see Part H).

Part D: Your Obligations​

14. Accurate Information​

14.1 You must provide accurate and complete information when:

14.1.1 Creating an account;

14.1.2 Describing your legal needs;

14.1.3 Communicating with solicitors; and

14.1.4 Providing information for identity verification.

14.2 You must not:

14.2.1 Provide false or misleading information;

14.2.2 Impersonate another person;

14.2.3 Use the Platform for fraudulent purposes; or

14.2.4 Misrepresent your legal situation to solicitors.

  1. IDENTITY VERIFICATION (AML/KYC)

ℹ Solicitors are required by law to verify their clients' identity before providing certain legal services. This is to prevent money laundering and fraud.

15.1 When you instruct a solicitor, they may ask you to provide:

15.1.1 Proof of identity (e.g., passport, driving licence);

15.1.2 Proof of address (e.g., utility bill dated within 3 months);

15.1.3 Information about the source of your funds;

15.1.4 Information about your source of wealth;

15.1.5 Information about beneficial owners (for companies/trusts - those holding MORE THAN 25% per LSAG 2025); and

15.1.6 Information about third-party funding sources (LSAG 2025 requirement).

15.2 This is a legal requirement under MLR 2017 and ECCTA 2023. It applies especially to:

15.2.1 Buying or selling property;

15.2.2 Setting up or running companies;

15.2.3 Creating or administering trusts;

15.2.4 Managing client money; and

15.2.5 Handling transactions involving significant sums.

15.3 Third-Party Funding (LSAG 2025): If your funds are provided by a third party (gift, loan, etc.):

15.3.1 You must identify the third party;

15.3.2 Explain the relationship;

15.3.3 Provide evidence (gift letter, loan documentation);

15.3.4 The third party may also need to provide ID verification.

15.4 If you cannot provide the required verification, the solicitor may be unable to act for you. This is not optional - it is a legal requirement.

16. Sanctions Screening​

16.1 Solicitors are required by law to check that their clients are not subject to financial sanctions.

16.2 Sanctions are restrictions imposed by governments. If you are subject to sanctions, the solicitor:

16.2.1 May be prohibited from acting for you;

16.2.2 May be required to report you to the authorities; and

16.2.3 Cannot assist with transactions that breach sanctions.

16.3 You confirm that:

16.3.1 You are not subject to UK (OFSI), EU, UN, or US (OFAC) sanctions;

16.3.2 You are not connected to high-risk third countries (FATF Black/Grey lists);

16.3.3 You will not use legal services to evade sanctions; and

16.3.4 You will inform the solicitor immediately if your sanctions status changes.

17. Cooperation With Your Solicitor​

17.1 To enable effective legal services, you should:

17.1.1 Respond to requests for information promptly;

17.1.2 Provide all relevant documents and information;

17.1.3 Be honest about your situation (solicitors have confidentiality duties);

17.1.4 Follow their reasonable advice; and

17.1.5 Pay their fees as agreed.

18. Prohibited Uses​

18.1 You must not use the Platform to:

18.1.1 Commit any criminal offence;

18.1.2 Facilitate money laundering or fraud;

18.1.3 Evade sanctions;

18.1.4 Harass, abuse, or threaten solicitors;

18.1.5 Submit fake reviews or ratings; or

18.1.6 Violate any applicable laws.

Part E: Fees and Payments​

19. Platform Fees​

19.1 Our Platform services may be:

19.1.1 Free to use; or

19.1.2 Subject to fees as set out on the Platform.

19.2 If we charge fees for Platform services:

19.2.1 These will be clearly displayed before you commit;

19.2.2 All prices include VAT unless stated otherwise;

19.2.3 All mandatory costs will be disclosed upfront (DMCCA 2024 requirement);

19.2.4 There will be no hidden fees or 'drip pricing' (DMCCA 2024); and

19.2.5 You will receive a receipt or confirmation.

19.3 Platform fees are for our services (the marketplace) - they are separate from legal fees payable to solicitors.

  • Legal fees are payable directly to the solicitor you instruct. We do not collect legal fees on behalf of solicitors.

20.1 The solicitor is responsible for:

20.1.1 Quoting their fees to you;

20.1.2 Explaining how fees are calculated;

20.1.3 Issuing bills; and

20.1.4 Collecting payment.

20.2 Solicitors must comply with SRA Transparency Rules on costs information, including:

20.2.1 Clear information about the basis for their fees;

20.2.2 A total cost or estimate where possible;

20.2.3 Explanation of likely disbursements (expenses);

20.2.4 Disclosure of any referral fee arrangements; and

20.2.5 Updates if costs change.

20.3 Price Information Published (SRA Transparency Rules): For certain services, solicitors must publish detailed pricing on their website:

20.3.1 Residential conveyancing;

20.3.2 Probate (uncontested);

20.3.3 Motoring offences;

20.3.4 Employment tribunals (unfair/wrongful dismissal);

20.3.5 Immigration (certain applications);

20.3.6 Debt recovery (up to £100k);

20.3.7 Licensing applications.

21. Referral Fee Disclosure​

ℹ Solicitors who find clients through the Platform may pay us a referral fee. They are required to tell you about this.

21.1 What This Means for You:

21.1.1 Referral fees are paid by the solicitor from their profits - they are NOT added to your bill;

21.1.2 Referral fees do NOT increase the amount you pay for legal services;

21.1.3 Referral fees do NOT affect the independence of the advice you receive; and

21.1.4 The solicitor must disclose the arrangement to you (SRA Code Rule 5.1).

21.2 What the Solicitor Must Tell You:

21.2.1 That a referral fee is paid to the Platform (MANDATORY);

21.2.2 The identity of the Platform (MANDATORY);

21.2.3 You may ask for the amount of the fee (but disclosure is NOT required).

ℹ Example Disclosure: 'We were introduced to you by [Platform Name]. [Platform Name] receives a fee from us for this introduction. This fee does not increase the amount you pay for our services and does not affect the independence of the advice we provide to you.'

21.3 Prohibited Referral Fees (LASPO 2012): Referral fees are PROHIBITED by law for:

21.3.1 Personal injury claims;

21.3.2 Clinical negligence claims; and

21.3.3 Death claims arising from injury.

21.4 For these types of claims, solicitors pay only subscription or listing fees (not referral fees linked to your case).

22. Payment Terms​

22.1 For legal fees payable to solicitors:

22.1.1 Payment is due according to the solicitor's terms;

22.1.2 Payment should be made to the solicitor's client account;

22.1.3 Never pay legal fees to any account other than the solicitor's designated account; and

22.1.4 Be wary of any request to change payment details (this could be fraud).

  • If you receive a request to change payment details, always verify this directly with your solicitor by phone using a number you know to be correct.

Part F: Your Consumer Rights​

  • YOUR RIGHTS: This section explains your rights as a consumer. These rights are protected by law.

23. Consumer Protection​

23.1 If you are a consumer (an individual acting for purposes outside your trade, business, craft, or profession), you have rights under:

23.1.1 The Consumer Rights Act 2015;

23.1.2 The Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013;

23.1.3 The Digital Markets, Competition and Consumers Act 2024; and

23.1.4 The Consumer Protection from Unfair Trading Regulations 2008.

23.2 Nothing in these Terms affects your statutory rights as a consumer.

23.3 If any term conflicts with your statutory rights, your statutory rights prevail.

  1. CONSUMER RIGHTS ACT 2015

24.1 Under CRA 2015, our Platform services will be:

24.1.1 Provided with reasonable care and skill;

24.1.2 As described in these Terms and on the Platform; and

24.1.3 Provided within a reasonable time (where no time is agreed).

24.2 If our services do not meet these standards, you may be entitled to:

24.2.1 Repeat performance of the service; and/or

24.2.2 A price reduction.

24.3 Unfair Terms Protection: We confirm that:

24.3.1 These Terms have been reviewed for fairness;

24.3.2 Key terms are written in plain, intelligible language;

24.3.3 Any term found to be unfair will not bind you;

24.3.4 Your statutory rights cannot be excluded or restricted.

  1. RIGHT TO CANCEL PLATFORM SERVICES (CCR 2013)

25.1 For Platform services ordered online, you have a 14-day right to cancel.

25.2 The cancellation period:

25.2.1 Starts on the day after you enter into the contract with us;

25.2.2 Lasts for 14 calendar days;

25.2.3 Allows you to cancel without giving any reason; and

25.2.4 Applies to Platform fees only (not legal fees payable to solicitors).

25.3 To cancel, you can:

25.3.1 Use the cancellation form in Schedule 3;

25.3.2 Email us at [email address]; or

25.3.3 Write to us at [address].

25.4 If you cancel:

25.4.1 We will refund any Platform fees paid within 14 days;

25.4.2 Refunds will be made using the same payment method; and

25.4.3 If you requested services to begin during the cancellation period, you may owe a proportionate amount for services received.

  • If you are not informed of your cancellation right, the cancellation period extends to 12 months + 14 days.

ℹ The right to cancel Platform services is separate from any cancellation rights you may have with your solicitor. Check your solicitor's terms for their cancellation policy.

  1. DIGITAL MARKETS, COMPETITION AND CONSUMERS ACT 2024

26.1 Under DMCCA 2024:

26.1.1 All mandatory costs are disclosed upfront - no hidden fees;

26.1.2 We do not use 'drip pricing' (adding fees during the transaction);

26.1.3 The total price is clearly stated at the first point prices are displayed;

26.1.4 You are protected from unfair commercial practices.

26.2 This applies to our Platform services. Your solicitor must also comply with consumer protection law if you are a consumer client.

Part G: Vulnerable Clients​

27. Support for Vulnerable Clients​

27.1 We recognise that some clients may need additional support. You may be a vulnerable client if you have difficulties due to:

27.1.1 Age (older or younger clients);

27.1.2 Disability (physical, sensory, or learning);

27.1.3 Mental health conditions;

27.1.4 Mental capacity issues;

27.1.5 Language barriers;

27.1.6 Bereavement or emotional distress;

27.1.7 Financial difficulties; or

27.1.8 Other circumstances affecting your ability to engage with legal services.

27.2 What Solicitors Must Do (SRA Code Rules 3.4 and 6.2):

27.2.1 Identify if you may be vulnerable;

27.2.2 Make reasonable adjustments to help you;

27.2.3 Communicate in a way you can understand;

27.2.4 Involve a family member, friend, or support worker (with your consent); and

27.2.5 In some cases, involve a litigation friend or professional deputy.

27.3 If You Need Additional Support:

27.3.1 Please tell us or the solicitor if you have any additional needs;

27.3.2 You can request information in alternative formats;

27.3.3 You can have someone accompany you to meetings; and

27.3.4 Reasonable adjustments should be made at no extra cost.

27.4 Mental Capacity (Mental Capacity Act 2005): If there are concerns about your ability to make decisions:

27.4.1 The solicitor may need to assess your capacity to give instructions;

27.4.2 They may need to take instructions from a person with Lasting Power of Attorney or a Court of Protection Deputy;

27.4.3 They must act in your best interests; and

27.4.4 They may involve other professionals if needed.

Part H: Complaints​

  • Where you complain depends on what the complaint is about. Please read this section carefully.

28. Complaints About the Platform​

28.1 If you are unhappy with our Platform services (the marketplace, website, matching, etc.), please contact us:

28.1.1 Email: [email address]

28.1.2 Post: [address]

28.1.3 Phone: [phone number]

28.2 We will:

28.2.1 Acknowledge your complaint within 5 working days;

28.2.2 Investigate and respond within 28 working days;

28.2.3 Keep you informed if we need more time; and

28.2.4 Tell you about any further steps if you remain dissatisfied.

  • Complaints about the legal services provided by a solicitor should be directed to the solicitor, NOT to us.

29.1 If you are unhappy with the legal services provided by a solicitor:

29.1.1 First, raise the complaint with the solicitor directly;

29.1.2 The solicitor must have a complaints procedure;

29.1.3 Give the solicitor 8 weeks to resolve the complaint; and

29.1.4 If unresolved, you may escalate to the Legal Ombudsman.

29.2 We cannot:

29.2.1 Investigate complaints about legal services;

29.2.2 Require a solicitor to take any action;

29.2.3 Award compensation for poor legal services; or

29.2.4 Discipline solicitors (only the SRA can do this).

30.1 The Legal Ombudsman is an independent body that handles complaints about legal services.

30.2 Time Limits - You must complain to the Legal Ombudsman:

30.2.1 Within 1 YEAR of the date of the act or omission complained about (or within 1 year of when you should reasonably have known about it);

30.2.2 Within 6 YEARS of the act or omission; AND

30.2.3 Within 6 MONTHS of the solicitor's final response to your complaint.

  • These time limits are strict. If you miss them, the Legal Ombudsman may not be able to help you.

30.3 Legal Ombudsman contact details:

30.3.1 Website: www.legalombudsman.org.uk

30.3.2 Email: enquiries@legalombudsman.org.uk

30.3.3 Phone: 0300 555 0333

30.3.4 Post: PO Box 6167, Slough SL1 0EH

31. The Sra​

31.1 The SRA regulates solicitors in England and Wales.

31.2 You can report a solicitor to the SRA if you believe they have:

31.2.1 Acted dishonestly;

31.2.2 Been involved in discrimination or harassment;

31.2.3 Mishandled client money;

31.2.4 Breached professional standards;

31.2.5 Failed to comply with AML/sanctions requirements; or

31.2.6 Engaged in conduct that undermines public trust.

31.3 The SRA can:

31.3.1 Investigate complaints about conduct;

31.3.2 Take disciplinary action;

31.3.3 Impose fines;

31.3.4 Suspend or strike off solicitors; and

31.3.5 Intervene in a law firm.

31.4 The SRA cannot award compensation - for that, use the Legal Ombudsman.

31.5 SRA contact details:

31.5.1 Website: www.sra.org.uk

31.5.2 Phone: 0370 606 2555

31.5.3 Report Centre: www.sra.org.uk/consumers/problems/report-solicitor/

Part I: Data Protection​

32. How We Use Your Data​

32.1 We process your personal data in accordance with our Privacy Notice, available at [URL].

32.2 We collect and use personal data to:

32.2.1 Provide the Platform services;

32.2.2 Create and manage your account;

32.2.3 Match you with solicitors;

32.2.4 Communicate with you about the service;

32.2.5 Process payments;

32.2.6 Improve the Platform;

32.2.7 Comply with legal obligations; and

32.2.8 Send marketing communications (with your consent).

32.3 Our legal bases for processing include:

32.3.1 Performance of our contract with you;

32.3.2 Our legitimate interests;

32.3.3 Your consent (for marketing); and

32.3.4 Compliance with legal obligations.

33. Your Data Rights​

33.1 Under UK GDPR, you have the right to:

33.1.1 Access your personal data;

33.1.2 Rectify inaccurate data;

33.1.3 Erase your data (in certain circumstances);

33.1.4 Restrict processing;

33.1.5 Data portability;

33.1.6 Object to processing; and

33.1.7 Withdraw consent (where processing is based on consent).

33.2 To exercise these rights, contact us at: [email address].

33.3 You have the right to complain to the ICO at ico.org.uk.

34. Data Sharing With Solicitors​

34.1 When you contact a solicitor through the Platform, we may share:

34.1.1 Your contact details;

34.1.2 Information about your legal needs; and

34.1.3 Other information you have provided.

34.2 This sharing is necessary to enable the solicitor to respond to your enquiry.

34.3 Once your data is shared with a solicitor:

34.3.1 The solicitor is responsible for how they use it;

34.3.2 The solicitor must comply with data protection law;

34.3.3 Solicitors must maintain confidentiality; and

34.3.4 Data protection concerns about the solicitor should be raised with them.

Part J: Liability and Disclaimers​

35. Platform Limitations​

35.1 We do not guarantee:

35.1.1 That the Platform will be available at all times;

35.1.2 That the Platform will be error-free;

35.1.3 That you will find a suitable solicitor;

35.1.4 The accuracy of information provided by solicitors; or

35.1.5 Any particular outcome for your legal matter.

  • We are NOT liable for the legal services provided by solicitors.

36.1 You acknowledge that:

36.1.1 Legal services are provided by solicitors, not by us;

36.1.2 Solicitors are independently regulated by the SRA;

36.1.3 Solicitors must have professional indemnity insurance;

36.1.4 Any claim for negligent legal advice should be made against the solicitor;

36.1.5 The SRA Compensation Fund may provide protection if a solicitor is dishonest; and

36.1.6 We have no control over the quality of legal services.

37. Our Liability​

37.1 We do not exclude or limit our liability for:

37.1.1 Death or personal injury caused by our negligence;

37.1.2 Fraud or fraudulent misrepresentation; or

37.1.3 Any other liability that cannot be excluded by law.

37.2 If you are a consumer, we do not exclude liability for breach of your statutory rights.

37.3 Subject to the above, our total liability to you is limited to:

37.3.1 The amount of Platform fees paid in the 12 months before the claim; or

37.3.2 £100, whichever is higher.

37.4 We are not liable for indirect, consequential, or special losses.

Part K: General Terms​

38. Changes to These Terms​

38.1 We may update these Terms from time to time.

38.2 If we make significant changes:

38.2.1 We will notify you by email or through the Platform;

38.2.2 We will give you reasonable notice before changes take effect; and

38.2.3 Continued use after changes take effect means you accept the new Terms.

39. Termination​

39.1 You may stop using the Platform at any time.

39.2 You may close your account by contacting us.

39.3 We may terminate or suspend your access:

39.3.1 If you breach these Terms;

39.3.2 If we suspect fraudulent or illegal activity;

39.3.3 If required by law; or

39.3.4 If we discontinue the Platform (with reasonable notice).

39.4 Termination does not affect:

39.4.1 Any rights or obligations that have already accrued;

39.4.2 Your ongoing relationship with any solicitor you have instructed; or

39.4.3 Clauses that are intended to survive termination.

40. Governing Law​

40.1 These Terms are governed by the laws of England and Wales.

40.2 The courts of England and Wales have exclusive jurisdiction.

40.3 If you are a consumer, you may also bring proceedings in the courts of the country where you live.

41. Contact Us​

41.1 To contact us about these Terms or the Platform:

41.1.1 [Platform Name]

41.1.2 Address: [address]

41.1.3 Email: [email address]

41.1.4 Phone: [phone number]

SCHEDULE 1: HOW TO VERIFY A SOLICITOR

Before instructing any solicitor, we recommend you verify their credentials. Here's how:

Step 1: Go to the SRA Register

Visit: www.sra.org.uk/consumers/register/

This is free and takes only a few minutes.

Step 2: Search for the Solicitor

Enter the solicitor's name OR their SRA ID number. You can also search by the law firm's name.

Step 3: Check Their Status

  • 'Practising' = They are authorised to provide legal services

  • 'Non-practising' = They cannot provide reserved legal activities

  • 'Suspended' = DO NOT USE

  • 'Struck off' = DO NOT USE

Step 4: Check Their Type

  • Solicitor = Full practice rights

  • Freelance Solicitor = Practising independently (check status is 'Practising')

  • RFL = Can only do unreserved activities

  • REL = Check specific practice rights

Step 5: Check for Conditions or Restrictions

Look for any conditions on their practising certificate. Conditions may limit what work they can do.

Step 6: Check the Law Firm

Verify the law firm is also on the register. Check the firm has no regulatory actions against it. If they are a Freelance Solicitor, they may not have a firm.

Red Flags to Watch For

  • Solicitor not on the register

  • Status is 'Suspended' or 'Struck off'

  • Multiple disciplinary actions

  • Conditions that prevent the work you need

  • RFL offering reserved activities (litigation, conveyancing, probate)

  • Working for a firm that is not registered

SCHEDULE 2: WHAT SOLICITORS MUST TELL YOU

Under SRA rules, solicitors must provide you with certain information. If they don't provide this, ask for it.

Before Work Begins

Name of the person responsible for your matter

Their status (solicitor, trainee, paralegal, etc.)

Who will supervise them (if applicable)

How to contact them

That legal services are provided by them (not by any platform)

Costs Information (SRA Transparency Rules / SRA Code Rule 8.7)

The basis for their charges (hourly rate, fixed fee, conditional fee, etc.)

An estimate or quote if possible

How and when you will be billed

Likely disbursements (expenses like court fees)

Whether VAT applies

Circumstances that could change the cost

Your right to challenge bills

Regulatory Information

That they are regulated by the SRA

How to contact the SRA (0370 606 2555 / www.sra.org.uk)

Their SRA ID number

That you can check their status on the SRA Register

Complaints Information

Their complaints procedure

How to make a complaint

Information about the Legal Ombudsman

Time limits for complaining (1 year from act, 6 months from final response)

Referral Fee Disclosure

Whether they have paid or received a referral fee for your case

The identity of who received/paid the fee

That the referral fee does not increase your costs

That the referral fee does not affect their independence

Consumer Rights (if you are a consumer)

Your right to cancel within 14 days (for distance/off-premises contracts)

Model cancellation form

Pre-contract information

That all mandatory costs are disclosed upfront (no drip pricing)

SCHEDULE 3: CANCELLATION FORM

ℹ If you wish to cancel your contract for Platform services within the 14-day cancellation period, you may use this form:

Cancellation Form​

To: [Platform Name]

Address: [address]

Email: [email address]

I/We* hereby give notice that I/We* cancel my/our* contract for the following service:

Ordered on: _____________ / Received on: _____________

Name of consumer(s): _____________________________________________

Address of consumer(s): _____________________________________________

Signature of consumer(s) (if sent on paper): _____________________________________________

Date: _____________

*Delete as appropriate

ℹ This form is for cancelling PLATFORM services only. It does not cancel any contract you have with a solicitor. Contact your solicitor directly about cancelling legal services.

SCHEDULE 4: INFORMATION YOU MAY NEED TO PROVIDE (AML/KYC)

ℹ Under anti-money laundering laws (MLR 2017, ECCTA 2023, LSAG 2025), solicitors must verify their clients' identity.

Proof of Identity (one of the following)

Valid passport

Valid driving licence (photocard)

National identity card (EEA countries)

Biometric residence permit

Proof of Address (dated within last 3 months)

Utility bill (gas, electricity, water)

Bank or building society statement

Council tax bill

Mortgage statement

HMRC correspondence

If You Are a Company

Certificate of incorporation

Memorandum and Articles of Association

Register of directors and shareholders

Board resolution authorising instructions

Identity documents for directors and beneficial owners (MORE THAN 25% per LSAG 2025)

Confirmation of People with Significant Control (PSC) register

If You Are a Trust

Trust deed

Identity of settlor(s)

Identity of trustee(s)

Identity of beneficiaries (or class of beneficiaries)

Identity of protector (if any)

Source of Funds

Where the money for this transaction is coming from

Evidence of the source (e.g., bank statements, sale contract)

Details of any third-party funding

Evidence of gifts (if funds are a gift)

Third-Party Source of Funds (LSAG 2025)

Identity of third party providing funds

Relationship to you

Reason for contribution

Third party's source of funds

Gift letter or loan documentation

Source of Wealth (for higher-risk situations)

Your occupation and employment history

How you accumulated your wealth

Business interests

Inheritance or windfalls

Sanctions Screening

The solicitor will check that you are not:

On any UK (OFSI), EU, UN, or US (OFAC) sanctions lists

A Politically Exposed Person (PEP)

Connected to anyone on sanctions lists

Connected to high-risk third countries (FATF Black/Grey lists)

ℹ This is a legal requirement, not optional. If you cannot provide verification, the solicitor may be unable to act for you.

SCHEDULE 5: TYPES OF LEGAL PROFESSIONALS EXPLAINED

  1. Solicitors

What they are: Fully qualified lawyers admitted to the Roll, holding a current practising certificate.

What they can do: All reserved legal activities (litigation, conveyancing, probate, etc.) and all unreserved legal activities.

Regulation: Regulated by the SRA. Must have professional indemnity insurance.

  1. Freelance Solicitors

What they are: Solicitors authorised by the SRA to practise independently, outside a traditional law firm.

What they can do: Same as solicitors - all reserved and unreserved activities.

Key differences: Work independently, may not hold client money (unless specifically authorised), still fully regulated by SRA with PII.

  1. Dual Qualified Solicitors

What they are: Solicitors qualified in England and Wales AND one or more other jurisdictions.

What they can do: Same as solicitors for England and Wales work. May offer expertise in foreign law and cross-border transactions.

Key consideration: Services through this Platform are subject to SRA regulation.

  1. Registered Foreign Lawyers (RFLs)

What they are: Lawyers qualified outside the UK who are registered with the SRA.

What they can do: Unreserved legal activities only. Advise on the law of their home jurisdiction.

  • RFLs CANNOT: Conduct litigation, do conveyancing, do probate, or exercise rights of audience in court.
  1. Registered European Lawyers (RELs)

What they are: Lawyers from EU/EEA/Switzerland who registered with the SRA before 1 January 2021.

What they can do: May vary depending on registration. Some may have rights to conduct litigation.

Important: No new REL registrations after Brexit. Existing RELs may continue to practise.

Acceptance of Terms​

By using the Platform, you confirm that:

You have read and understood these Terms

You agree to be bound by these Terms

You meet the eligibility requirements in clause 5

You understand that the Platform does not provide legal advice

You understand that legal services are provided by independent solicitors

You understand the different types of legal professionals (Schedule 5)

You understand how to verify a solicitor's credentials (Schedule 1)

You understand that solicitors may pay referral fees to the Platform

You understand where to complain about legal services (to the solicitor and Legal Ombudsman, not to us)

  • YOUR RIGHTS: If you are a consumer, nothing in these Terms affects your statutory rights under consumer protection law.

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These Terms were last updated: January 2026 (Version 1.0)

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Regulatory Framework

Consumer Rights Act 2015

Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013

Digital Markets, Competition and Consumers Act 2024

Consumer Protection from Unfair Trading Regulations 2008

Money Laundering Regulations 2017 (as amended)

Economic Crime and Corporate Transparency Act 2023

LSAG Anti-Money Laundering Guidance 2025

Sanctions and Anti-Money Laundering Act 2018

UK GDPR and Data Protection Act 2018

Equality Act 2010

Mental Capacity Act 2005

Legal Aid, Sentencing and Punishment of Offenders Act 2012

Contact

[Platform Name]

Operated by: [Company Name]

Company registration number: [X]

Registered address: [address]

ICO registration number: [X]

Email: [email address]

Phone: [phone number]