Permanent file index
A single format from the Practice Formats pack. front sheet of the permanent file, one per client.
- 2 pages
- 85
- Word and PDF
- 13 September 2026
What it covers
- 1Permanent file indexfront sheet of the permanent file, one per client
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
[Name of the firm] — Permanent File Index
Client [Client's name] | Client code [Client code] | PAN [AAAAA0000A] | File opened [Date the file was opened]
Every line is answered. Write the document reference, or "N/A" with a reason, or "Awaited from [Name of the person from whom a document is awaited] since [Date since which the document is awaited]". A blank is not an answer.