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TAForms

With intelligent conditional logic and seamless integration into your existing workflow, everything clients need to complete TA6, TA7, and TA10 forms is now available in one simple, digital process.

Smarter Forms for Faster Transactions

Built specifically for conveyancing professionals, tmForms combines licensed Law Society forms with smart technology that removes unnecessary questions and reduces completion time. Clients see only what’s relevant to their property, whilst you maintain full compliance and accuracy.

Integrating seamlessly with tmConvey and Verify 365, tmForms creates a unified platform that keeps transactions moving and minimises friction for clients.

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Licensed Law Society TA Forms

Access official TA6, TA7, and TA10 forms in a digital format that maintains full compliance whilst making completion straightforward for clients. No more chasing paperwork or dealing with incomplete submissions.

Smart Conditional Logic

Clients only see questions relevant to their specific property type. Leasehold sellers answer leasehold questions. Freehold properties skip irrelevant sections. Less confusion, faster completion, better data quality.

Custom Form Builder (coming soon)

Create bespoke forms tailored to your practice’s specific needs. Build intake questionnaires, transaction forms, or any custom documentation with an intuitive interface that requires no technical expertise.

Pre-Populated Data

Information captured during client onboarding automatically fills relevant form fields. Eliminate duplicate data entry, reduce errors, and save valuable time across every transaction.

Full Audit Trail

Track form completion status, view client responses, and maintain a complete record of every interaction. Meet compliance requirements whilst keeping transactions on track

Seamless Integrations

tmForms works within your existing workflow, whether you’re using Verify365 for client onboarding or tmConvey for case management. One platform, one login, complete visibility.

How it Works

From anywhere in the world, your client can verify their identity in minutes. Verification checks straight to their phone without the hassle of a paper trail. Seamless biometric checks confirm identity information and documents in real-time.

1. Client Receives Link

Send clients a secure link to complete their TA Forms as part of the onboarding process or at any stage of the transaction. If they’re already completing  their ID and AML checks in Verify 365, they can continue seamlessly to their TA Forms without changing platform.

2. Smart Questions Ask only the information you need

Conditional logic ensures clients only see questions relevant to their property type and circumstances. No more asking freehold buyers questions about leaseholds.

3. Data pre-populates

Information already captured during ID checks or case setup automatically fills relevant fields.

4. You Receive Complete Forms

Completed forms appear instantly in your case file, ready to review and send to the other side.

Ready to streamline your onboarding & compliance?

See tmForms in action: book your demo today

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