How to Instruct a Solicitor When Buying a House

What Does It Mean to 'Instruct' a Solicitor When Buying a House?

Instructing a solicitor means formally appointing them to act on your behalf in your property purchase. It's the point at which the solicitor–client relationship begins and they can start work on your transaction.

Instructing typically involves:

• Receiving and signing a client care letter and terms of business
• Completing ID and anti-money laundering (AML) checks, including proof of funds
• Paying an initial amount on account so searches can be ordered

Once instructed, your solicitor will open your file, notify the estate agent and the seller's solicitor, and request the contract pack.

When Should You Instruct a Solicitor?

Instruct a solicitor as early as possible — ideally before you make an offer, so they're ready to act the moment you need them. This avoids delays while ID checks and early paperwork are completed.

• If you're buying: Shortlist firms before making an offer and formally instruct once it's accepted. Estate agents will ask for your solicitor's details immediately.
• If you're selling: Instruct as soon as your property is listed so documents can be prepared in advance.
• If remortgaging or transferring equity: Instruct after choosing your lender, but shortlist firms beforehand.

How to Choose the Right Solicitor When Buying

The right solicitor is regulated, on your lender's panel, and communicates clearly. Taking time to choose carefully will make your move smoother and reduce the risk of costly delays.

Key Factors to Check

Factor	What to Look For
Regulation	SRA (Solicitors Regulation Authority) or CLC (Council for Licensed Conveyancers). Look for CQS (Conveyancing Quality Scheme) accreditation as a bonus.
Mortgage lender panel	Confirm they're on your lender's approved panel before instructing — if they're not, you may need two firms.
Communication style	Decide whether you want phone updates, email, or an online portal — and choose a firm that offers your preferred method.
Local vs online	Local solicitors understand area-specific risks (e.g. mining areas or local authority search turnaround times). Online firms can be cheaper but less personal.
Reviews	Check independent reviews for responsiveness, clarity, and how they handle problems — not just price.

It's Your Choice Which Solicitor You Instruct

Estate agents and mortgage lenders often recommend specific solicitors — sometimes because they receive a referral fee. You are under no obligation to use their recommendation. You can instruct any regulated solicitor or licensed conveyancer, as long as they are properly regulated and approved by your mortgage lender.

Choosing independently gives you more control, better value, and the reassurance that your transaction is handled by someone genuinely focused on your interests. There are specialist conveyancers experienced in buying council homes, new builds, leasehold transactions, and more — don't limit yourself to whoever your estate agent suggests.

What Happens When You Instruct a Solicitor?

Once formally instructed, your solicitor takes the following steps:

1. Opens your file — records your details and preferred contact method
2. Notifies all parties — estate agent and seller's solicitor are informed; the agent issues a memorandum of sale
3. Requests the contract pack — draft contract, title documents, and completed forms (TA6, TA10) from the seller's solicitor
4. Orders searches and raises enquiries — local authority, environmental, drainage searches; questions sent to the seller's solicitor about anything unclear
5. Issues a report on title — a summary of findings for you to review and approve before signing
6. Arranges exchange and completion — contracts are exchanged once both sides are satisfied; completion follows on the agreed date
7. Registers the new ownership — submits the SDLT return and registers you at HM Land Registry after completion

What Documents Will You Need?

Have these ready when you instruct to avoid delays:

• Photo ID — passport or driving licence
• Proof of address — utility bill or bank statement dated within 3 months
• Proof of deposit funds — bank statements showing where the money has come from
• Gift letter (if part of your deposit is a gift from family)
• Mortgage offer or Agreement in Principle
• Estate agent and mortgage broker contact details

How to Instruct a Conveyancing Solicitor — Step by Step

1. Request written quotes from at least 3 firms — check both the legal fee and a full list of expected disbursements.
2. Receive and sign the client care letter — this is the formal agreement confirming the appointment.
3. Complete ID and AML checks — provide photo ID, proof of address, and evidence of funds.
4. Pay money on account — typically £300–£500 to cover initial disbursements such as searches.
5. Provide your estate agent and lender details — your solicitor will make contact and request the contract pack.

Once these steps are complete, your solicitor is officially instructed and can begin the conveyancing process in earnest.

Frequently Asked Questions

How much does it cost to instruct a solicitor to buy a house?

Solicitor's legal fees for buying typically range from £800–£1,800 depending on property value and type. You'll also pay disbursements (searches, Land Registry fees, etc.) of £300–£600. See our solicitor fees when buying guide for a full breakdown.

Do I have to use the solicitor my estate agent recommends?

No. Estate agents frequently recommend solicitors in exchange for a referral fee. You are legally entitled to choose any regulated solicitor or licensed conveyancer — and shopping around almost always results in better value and service.

Can I change solicitors after I've instructed them?

Yes, but it will delay your transaction and you'll likely need to pay for work already completed. See our guide on changing solicitors mid-transaction for advice on when and how to switch.