Taking instructions and other initial matters
Chapter 2 (Taking Instructions and other initial matters) Abbey, R, and Richards, M, A Practical Approach to Conveyancing (Oxford University Press, 2020)
Section A dealing with preliminary conveyancing matters, Silverman, F, Conveyancing Handbook (The Law Society, 2020)
SRA Standards and Regulations (Solicitors Regulation Authority at https://www.sra.org.uk/solicitors/standards-regulations/)