Guide to PII Questionnaire

OR:

1. Go to the My practice section and click on View/change PII questionnaire.
2. Click on the blue arrow next to the organisation name and click on Start PII questionnaire.

1. Read the requirements for the questionnaire.
2. Note that staff numbers should be from 1 February 2026.
3. Gross Fee Income (GFI) is for the 2025 calendar year, 1 January – 31 December 2025. 
4. You can save the form and come back later to complete.

1. Read the legal information and note.

1. Review the contact details about your law practice.
2. Contact records@qls.com.au if the details are not correct.

1. Fill in your staff numbers using the up/down button at the end of the field or put your cursor into the field, delete the zero and type the number.
2. The up/down button increases the number in increments of 0.5. 
3. Part-time staff employed or engaged in the Law Practice for less than twenty hours are recorded as 0.5.
4. The totals are calculated at the bottom. Wait for the total to refresh before moving to the next stage.
5. The Total Principals must be greater than 0 before you can proceed to the next step.

1. Enter your Gross Fee Income (GFI) with commas or decimals if you wish. Please do not add $ to any figures added to the table.
2. Enter your area of practice information using the up/down button at the end of the field or put your cursor into the field, delete the zero and type the number. 
3. The Areas of practice total percentage must add up to 100% so you can move to the next step.
4. If your GFI is $0, enter 100% in the practice area of Other.

1. Elect whether your Law Practice wishes to participate in the EMR program.
2. Information about the EMR is available on the Lexon website (use your QLS member number to log in).
3. By agreeing to undertake the EMR program, law practices receive 15% discount off the insurance base levy, but do not elect to participate if you have not read the terms or intend to conduct the necessary internal reviews (4 files every author – every 2 months) – repayment obligations exist.
4. If you elect "Yes" to participation in the EMR program, provide EMR 'Responsible Person' contact details.
5. Confirm readiness to participate.

1. Enter up to five email addresses to receive Lexon's 'risk reminder' emails. 
2. If you receive the emails but wish to opt-out, email enquiries@lexoninsurance.com.au
3. If you don't want to enter any email addresses, select Next to continue.

1. This step details information about the Help Now program available for Sole Principal Practices.
2. Click Next to continue.

1. If your Law Practice wishes to seek confirmation from Lexon regarding coverage prior to undertaking Foreign Law work, you should download the Consent to Foreign Law Application from the Lexon website at lexoninsurance.com.au

1. Read the information about Lexon's Top Up insurance. 
2. If you wish to opt-out of Top Up insurance, please email enquiries@lexoninsurance.com.au with a subject line of 'Top Up Insurance - Opt Out'. In your email, include details of your practice.

1. The Declaration must be completed by either a Principal, Member or Director of the Law Practice. 
2. Full Name, Position in Practice and Contact Number are compulsory information to enter.

1. Please select 'Yes' or 'No' if you intend to participate in the Professional Standards Scheme (PSS) in 2026-27.
2. If you intend to finance renewals using Westpac, you can opt into providing your details to Westpac by selecting 'Yes'. This will provide consent for your details to be sent to Westpac.
3. Click 'Submit' to submit your questionnaire.

1. You have completed the questionnaire! 
2. If you require a PDF version of your questionnaire, it is available in the Recent Documents section of the portal home page.

1. If you have made an error or need to change anything in the PII Questionnaire, follow these steps:
2. Click View/change PII questionnaire under My Practice.
3. Click the blue arrow next to the organisation name.
4. Click edit.
5. You can then edit your submitted application to make the required changes and then re-submit your response.