Litigation estimates, stage by stage

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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 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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. Each stage's figure is the firm's own estimate; QuoteCloud never updates an estimate by itself. The passcode is QuoteCloud's optional one-time email passcode and 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.