Home /
Costs Agreements

Compliance that enables, not blocks you.

Get a costs agreement that's tailored to your needs to give you confidence and your clients clarity.

Costs Agreements
OVERVIEW

Costs Agreements

Does your current costs agreement need a rework because it's causing friction or confusion for your clients? Get a clear, compliant, client friendly set of documents that build trust. Includes a one-hour CPD where your team can learn the secrets gained from 14,000 client complaints. (1 CPD point)

The Process

The Steps:

Step 1:
BOOK AN INITIAL DISCOVERY SESSION

We meet you and gain an understanding of your practice, your clients, your areas of law and what kinds of services you need.

Step 2:
Document Review & Gap Analysis

We start by understanding your firm’s current agreements, billing practices, and client needs. This helps identify areas that may be confusing, non-compliant, or inconsistent, and areas where your disclosure practices may need improvement.

Step 3:
Simplification & Compliance Alignment

We can help rewrite your agreements or provide new agreements based on our client-friendly, plain language templates, tailored to meet the way you practice. The goal is clarity without compromising your firm’s protections.

Step 4:
Tailored Recommendations

We provide guidance on any structural or procedural improvements — for example, how to present agreements to clients, or how to handle billing options consistently.

Step 5:
Staff Training & Implementation Support

We ensure your team understands the new agreements and knows how to explain them clearly to clients, reducing confusion and disputes. Disclosure is more than the documents - we cover all the requirements.

Step 6:

Outcomes you can expect

Benefits from our advice:

Costs Agreements

  • Reduce client confusion and disputes
  • Ensure regulatory compliance
  • Improve staff confidence
  • Streamline billing and administration
  • Enhance client trust and satisfaction

FAQs

These are the common questions from lawyers in a similar situation to you, ask us:

Why should we review our cost agreements?

Even small ambiguities can lead to client confusion, disputes, or complaints. A complaint to the regulator may lead to further complication and possible disciplinary consequences if they find that your agreements are not compliant. Reviewing your agreements ensures they are clear, compliant, and aligned with your firm’s processes — reducing risk and improving client relationships.

How do we know if our current agreements are causing problems?

Common signs include frequent client questions or complaints about fees, disputes over billing, or staff uncertainty when explaining agreements. We help you identify these issues and pinpoint exactly where clarity and compliance can be improved.

Will simplifying agreements affect our legal protections?

No. Our process balances clarity with compliance and protection. Agreements are rewritten in plain language without compromising your firm’s rights or obligations.

How do we ensure staff understand and use the new agreements correctly?

We provide practical guidance and training for your team, showing how to explain agreements to clients consistently. This reduces errors, confusion, and potential disputes.

How long does the process take?

The timeline depends on the number and complexity of agreements. Typically, a full review and reconstruction can be completed in a 4-6 weeks. We provide clear expectations upfront and minimise disruption to your practice.

How does this benefit our clients?

Clear cost agreements give clients confidence that your costs are transparent, fair, and understandable. This reduces disputes, strengthens trust, and improves overall client satisfaction.

Why should we review our cost agreements?

Even small ambiguities can lead to client confusion, disputes, or complaints. A complaint to the regulator may lead to further complication and possible disciplinary consequences if they find that your agreements are not compliant. Reviewing your agreements ensures they are clear, compliant, and aligned with your firm’s processes — reducing risk and improving client relationships.

How do we know if our current agreements are causing problems?

Common signs include frequent client questions or complaints about fees, disputes over billing, or staff uncertainty when explaining agreements. We help you identify these issues and pinpoint exactly where clarity and compliance can be improved.

Will simplifying agreements affect our legal protections?

No. Our process balances clarity with compliance and protection. Agreements are rewritten in plain language without compromising your firm’s rights or obligations.

How do we ensure staff understand and use the new agreements correctly?

We provide practical guidance and training for your team, showing how to explain agreements to clients consistently. This reduces errors, confusion, and potential disputes.

How long does the process take?

The timeline depends on the number and complexity of agreements. Typically, a full review and reconstruction can be completed in a 4-6 weeks. We provide clear expectations upfront and minimise disruption to your practice.

How does this benefit our clients?

Clear cost agreements give clients confidence that your costs are transparent, fair, and understandable. This reduces disputes, strengthens trust, and improves overall client satisfaction.

Still have an unanswered question?

All Services

See how we can enable you to enhance
your compliance and client communication.