Name the role and question
Record who the person is, what has happened, what answer they need and who is asking them to act. Keep their own words. Do not turn a concern into a legal conclusion before the source has been checked.
For advisers and supporters
Help someone ask a better leasehold question.
Use these routes when you are supporting a leaseholder, buyer, director or family member. Start with the person's own role and the signed document, separate what is known from what still needs evidence, and route legal advice to an independent adviser.
01 Start safely
Keep the person, the document and the decision-maker distinct.
Helping is most useful when the question belongs to the person affected, the evidence can be checked and the next decision is routed to someone with the right authority. Begin by writing down the person's exact role for this issue. A leaseholder, buyer, resident director, landlord and family supporter may be looking at the same building from different legal and practical positions.
Find the signed source set
Start with the executed lease and any variation, plan, transfer, notice, demand, account, correspondence or building record connected to the question. Mark a missing document as missing, never as if it says nothing.
Route the judgement
Use LEASE for free independent leasehold advice. Use a solicitor, surveyor, accountant or other qualified professional when interpretation, condition, accounting, procedure, risk or representation needs their judgement.
02 Build a checkable question
Bring enough context to find the source without exposing more than is needed.
The minimum useful facts
- The person's exact role and the other party's role.
- The question in one sentence and the date it arose.
- The document relied on and whether it is signed.
- The clause, page or schedule already mentioned, if known.
- The amount, date or deadline only where it matters.
- What has already been asked, answered, agreed or paid.
What LEASE-iQ can organise
- The parties and role described in the uploaded document.
- Relevant wording with a clause and page reference.
- Connected current sources where they are available.
- Facts supplied by the person, kept separate from source text.
- Missing documents, ambiguity and points still to verify.
- A focused question or draft for a human to check.
Data to keep out of this site
- Names, home addresses and contact details.
- Bank, card or account credentials.
- Medical information or unnecessary personal history.
- The lease itself or resident details on a public page.
- Anything not needed to understand the issue.
The access route is manual. It explains the secure route before a document is supplied.
03 Choose the closest route
Start with the live task, not a label for the whole problem.
A bill, demand or major works notice
Separate authority, paperwork, amount and evidence before deciding what to ask next.
Open Demand Check →A repair or water leakBuild a chronology, identify the affected areas and keep responsibility undecided until the evidence is reviewed.
Open Leak Check →A purchase or resale questionPrepare focused lease and building-record questions for the conveyancer without second-guessing their advice.
Open the buyer route →Consent, subletting or alterationsFind the covenant, relevant party, consent or notice wording and the evidence still needed.
Open the consent guides →Running a resident-led buildingKeep company decisions, lease duties, money and the building record in separate, accountable tracks.
Open the building route →A disagreement that is escalatingPut both sides on the same clause and page, then follow the free steps before paid escalation.
Open the disagreement route →04 Make a useful handoff
Give the next person a short source pack, not a conclusion they have to unwind.
To LEASE or Citizens Advice
State the person's role, the question, the document relied on, the cited wording, the deadline and what remains unknown. Ask what free advice route fits. Do not present generated wording as an independent adviser’s conclusion.
To a solicitor or surveyor
Send the signed source set, chronology, cited clauses, disputed facts and the precise decision needed. Mark every unverified figure and missing document. Ask the professional to confirm interpretation, procedure, evidence and risk.
Back to an agent or landlord
Ask in writing, quote the clause and request the record that would answer the point. Keep the request factual and specific. The agent acts for a principal, so record who is accountable for the response and what complaints route applies.
05 Know when to stop
A well-structured question is not an advice outcome.
Keep authorship and authority clear. If you are speaking for someone, confirm their permission and identify your supporting role.
A cited clause can narrow the question. It does not prove facts, remove competing interpretations or decide what a court or tribunal would determine.
If a document, figure, deadline or fact has not been checked, label it unknown or still to verify. Absence from one document is not evidence that no right or duty exists.
Independent advice may still be needed for law, valuation, building condition, accounting, procedure, representation or a decision with material consequences.
Manual access
Help the person request the route that fits their role.
A leaseholder or buyer can request one lease free with no month limit. Professional and building teams can request a separate one-month no-cost period. Every request is reviewed manually.
