Legal costs agreements, signed online

{"code":"482917","gst":0.1,"rates":[["Principal",560],["Senior associate",420],["Lawyer",310],["Law clerk",180]],"matters":[{"id":"conv","label":"Conveyancing","sub":"House purchase","icon":"key","basis":"Fixed fee","ref":"LG-2417","title":"Costs agreement: purchase of your first home","client":"Mia & Lachlan Brennan","lawyer":"Priya Venkat, Conveyancer","scope":{"in":["Review the contract for sale and advise you before you exchange","Searches and enquiries on the title, plan and council records","Liaise with your lender and prepare for settlement","Attend settlement and tell you when the keys are released"],"out":["Advice on finance, tax or building and pest reports","Disputes with the seller or a later claim for defects","Work after settlement other than the transfer registration"]},"lines":[{"g":"fee","item":"Conveyancing purchase package","note":"Contract review to settlement","basis":"Fixed","amount":1650},{"g":"fee","id":"strata","opt":true,"on":true,"item":"Owners' association records review","note":"If the home is in an apartment building with an owners' association","basis":"Fixed","amount":330},{"g":"fee","id":"fhb","opt":true,"item":"First-home buyer tax relief application","note":"Prepared and lodged for you","basis":"Fixed","amount":220},{"g":"disb","item":"Title, plan and council searches","note":"Estimate, at cost","basis":"At cost","amount":312.6},{"g":"disb","item":"Water and rates certificates","note":"At cost","basis":"At cost","amount":96},{"g":"disb","item":"Electronic settlement fee","note":"At cost","basis":"At cost","amount":132.5}],"signers":[{"name":"Mia Brennan","role":"Buyer","email":"m•••@example.com"},{"name":"Lachlan Brennan","role":"Buyer","email":"l•••@example.com"}],"pay":{"label":"Payment on signing","amount":440}},{"id":"wills","label":"Wills & POA","sub":"Bundle for two","icon":"will","basis":"Fixed fee","ref":"LG-2452","title":"Costs agreement: wills and powers of attorney","client":"Graham & Ruth Pender","lawyer":"Helena Marsh, Principal","scope":{"in":["A meeting to take your instructions, in the office or by video","A will for each of you, and an enduring power of attorney each","One round of changes to the drafts","A signing appointment, with your originals kept in safe custody"],"out":["Advice on tax, pensions or business succession","Estate administration or probate after a death","Changes after you have signed (a new agreement)"]},"lines":[{"g":"fee","item":"Wills and enduring powers of attorney, for both","note":"Fixed-fee bundle","basis":"Fixed","amount":1980},{"g":"fee","id":"trust","opt":true,"item":"Testamentary trust in each will","note":"If your advice recommends one","basis":"Fixed","amount":1100},{"g":"fee","id":"guard","opt":true,"on":true,"item":"Advance care directive, for both","note":"Health and lifestyle decisions","basis":"Fixed","amount":440},{"g":"fee","id":"home","opt":true,"item":"Signing appointment at your home","note":"Within 20 km of the office","basis":"Fixed","amount":275}],"no_disb":"No disbursements are expected.","signers":[{"name":"Graham Pender","role":"Client","email":"g•••@example.com"},{"name":"Ruth Pender","role":"Client","email":"r•••@example.com"}],"pay":{"label":"Fixed fee, paid in full on signing","full":true}},{"id":"family","label":"Family law","sub":"Property settlement","icon":"family","basis":"Fixed + estimate","ref":"LG-2466","title":"Costs agreement: property settlement by consent","client":"Sarah Kwan","lawyer":"Helena Marsh, Principal","scope":{"in":["Advice on your entitlements and the steps to a settlement","Financial disclosure with the other party's lawyers","Negotiating the settlement","Drafting and filing consent orders"],"out":["Parenting arrangements","Court proceedings if the settlement is not reached (a revised agreement first)","Tax or financial advice on the settlement"]},"lines":[{"g":"fee","item":"Initial advice and financial disclosure","note":"Fixed fee","basis":"Fixed","amount":2200},{"g":"fee","item":"Negotiating the settlement","note":"Estimate, charged at the hourly rates below","basis":"Estimate","amount":4500,"low":3500,"high":6500},{"g":"fee","item":"Consent orders: drafting and filing","note":"Fixed fee","basis":"Fixed","amount":2800},{"g":"fee","id":"super","opt":true,"item":"Pension splitting orders","note":"If the settlement includes a pension","basis":"Fixed","amount":880},{"g":"disb","item":"Independent valuation of the home","note":"Estimate, at cost","basis":"At cost","amount":650},{"g":"disb","item":"Title searches","note":"At cost","basis":"At cost","amount":45}],"signers":[{"name":"Sarah Kwan","role":"Client","email":"s•••@example.com"}],"pay":{"label":"Payment on signing","amount":2000}},{"id":"comm","label":"Commercial","sub":"Lease for a tenant","icon":"briefcase","basis":"Fixed + hourly","ref":"LG-2473","title":"Costs agreement: your workshop lease","client":"Corrigan Joinery Ltd","lawyer":"Rupert Thistlewood, Partner","scope":{"in":["Review the landlord's draft lease and disclosure statement","A written summary of the key terms and risks","Negotiating changes with the landlord's lawyers","Final review before you sign the lease"],"out":["Advice to the guarantor (they should get their own)","Fit-out contracts, planning or licensing","Disputes under the lease after it is signed"]},"lines":[{"g":"fee","item":"Lease review and written advice","note":"Fixed fee","basis":"Fixed","amount":2750},{"g":"fee","item":"Negotiating with the landlord's lawyers","note":"About 4 hours at the Partner rate of $560 an hour","basis":"Hourly","amount":2240,"low":1680,"high":3360},{"g":"fee","id":"option","opt":true,"item":"Option to renew: notice and timetable","note":"A one-page summary of the key dates","basis":"Fixed","amount":330},{"g":"disb","item":"Company and title searches","note":"At cost","basis":"At cost","amount":68.4}],"signers":[{"name":"Tom Corrigan","role":"Director, for the client","email":"t•••@example.com"},{"name":"Anne Corrigan","role":"Guarantor of costs","email":"a•••@example.com"}],"pay":{"label":"Payment on signing","amount":1500}},{"id":"lit","label":"Litigation","sub":"Building dispute","icon":"stages","basis":"Staged estimate","ref":"LG-2431","title":"Costs agreement: Hartley v Brennock Constructions","client":"Jacob Hartley","lawyer":"Daniel Ferreira, Senior associate","scope":{"in":["The stages of the dispute agreed in this document","Correspondence and negotiation with the builder's lawyers","Briefing counsel and the expert, with your approval","Reporting to you at the end of each stage"],"out":["Stages after the ones agreed here (a revised agreement first)","Appeals and enforcement of a judgment","Claims against anyone other than the builder"]},"stages":[{"no":1,"stage":"Advice, letter of demand and negotiation","low":3800,"high":5200,"amount":4400,"disb":[{"item":"Title and company searches","amount":68}]},{"no":2,"stage":"Tribunal application and pleadings","low":6500,"high":9000,"amount":7600,"disb":[{"item":"Application filing fee","amount":420}]},{"no":3,"stage":"Evidence, expert report and mediation","low":9000,"high":14000,"amount":11200,"disb":[{"item":"Expert building report","amount":4400}]},{"no":4,"stage":"Hearing preparation and a two-day hearing","low":14000,"high":22000,"amount":17500,"disb":[{"item":"Counsel's fees, two-day hearing","amount":8800}]}],"signers":[{"name":"Jacob Hartley","role":"Client","email":"j•••@example.com"},{"name":"Ellen Hartley","role":"Guarantor of costs","email":"e•••@example.com"}],"pay":{"label":"Payment on signing","amount":2500}}],"biz":{"name":"Thistlewood Marsh Lawyers","initials":"TM"}}

A demo with a fictional firm and clients: nothing is sent, stored or charged, and the figures are invented. In QuoteCloud the scope and standard terms come from your content library (locked blocks on the Business plan), the costs are a price table with optional lines the client can tick (Essentials and up), and the passcode is QuoteCloud's optional one-time passcode verification. It confirms the signer has access to that email address; it is not an identity check. Payments go to the Stripe or PayPal account your firm connects. QuoteCloud does not operate a trust account; check your own trust-money rules before taking payments for future costs.

How costs agreements work in QuoteCloud