Legal templates, and your own precedents
Start from a real QuoteCloud agreement template, and turn your firm's engagement letter and costs agreement into templates every lawyer sends the same way.
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QuoteCloud's template library includes agreement templates such as a non-disclosure agreement, a last will and testament, a divorce settlement agreement and an asset purchase agreement. There is no law-firm engagement letter or costs agreement template, so your firm builds its own from its precedents. QuoteCloud converts one template free during the trial on Essentials, Business and Enterprise.
A fictional firm's conveyancing costs agreement template as four sheets behind index tabs that take turns at the front: the cover with the clients' names, the scope of work, the costs table with fixed fees and disbursements, and the standard terms.
Agreement templates in the QuoteCloud library
Eight real templates to start a client agreement from. Each is a starting point for your own wording, not legal advice: your firm reviews and adapts it before it goes to a client.
- Agreement template Non-Disclosure Agreement Confidentiality obligations for a supplier or subcontractor, ready for your own wording and every party's signature. View template
- Will template Last Will and Testament Final wishes, gifts, executors and guardians, laid out as a starting point for your own precedent. View template
- Agreement template Divorce Settlement Agreement Division of assets and debts, maintenance and future obligations between separating spouses. View template
- Agreement template Asset Purchase Agreement Terms of sale, the asset list, payment, warranties and liabilities for a business asset sale. View template
- Agreement template Intellectual Property Sale Agreement Transfer of copyright, trade marks, patents or other IP from one owner to another. View template
- Agreement template Partnership Agreement Partners' rights and duties, profit sharing, decisions and dispute resolution. View template
- Contract template Employment Contract Duties, pay, confidentiality and termination terms for full-time, part-time or contract staff. View template
- Agreement template Finder's Fee Agreement A referral or introduction fee agreed and signed before the introduction is made. View template
From a Word precedent to a QuoteCloud template
There is no law-firm engagement letter or costs agreement template in the library, so your firm builds its own from the precedents it already trusts. Here is what changes.
Data items for the matter, locked terms for the firm
Inside a template, the parts that change for each matter (the clients' names, the property, the dates) are data items, filled when the agreement is created by your team or through Zapier or the API.
The parts that mustn't change sit in locked blocks from your library, so the standard terms in every agreement are the wording your principal approved. Clients can still comment on them, and your team answers in the same document.
- Data items for client, matter and dates
- Scope clauses from the content library
- Standard terms in a locked block
- Comments and replies on the terms
Templates and content library: Essentials and up · Content locking: Business
Engagement letters and scope of work1. Scope of our work
MatterPurchase of a house, settlement in about six weeks
What we will do
- 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
Not included
- 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
Our fee assumes One contract, one property, one lender · Settlement happens on the date in the contract
3. Standard terms
- Our standard terms of engagement form part of this agreement and are attached.
- Disbursements are passed on at cost, including any tax charged to us.
- We will tell you in writing before any work outside the scope above is charged.
- You may end this agreement at any time; you pay for work done up to then.
Lachlan BrennanDoes the fixed fee still apply if settlement is delayed by the seller?
Priya, Thistlewood MarshYes. A delay by the seller doesn't change the fixed fee; we'd only talk to you first if the contract itself changes.
Send us your engagement letter
Free for 14 days, no credit card required. On Essentials, Business and Enterprise we convert one of your templates for you during the trial.
How a precedent becomes a QuoteCloud template
The usual order for a firm's first template.
Pick the precedent
Start with the letter you send most, such as your conveyancing costs agreement.
Have it converted
Send it to QuoteCloud during the trial: one template conversion is free on Essentials, Business and Enterprise.
Mark the data items
Turn the client's names, the matter and the dates into data items, filled for each new matter.
Library and locks
Save scope clauses to the library and lock the standard terms (Business), after your own legal review.
Send the first one
Send it to a real client, see how they sign, then build the next practice area's template from it.
Your wording
Templates are starting points, not legal advice
QuoteCloud sets out and sends what your firm writes. Whether an agreement suits a matter, or meets your jurisdiction's rules, is your firm's call, which is why the precedents you already trust should become the templates.
Template questions from law firms
Does QuoteCloud have a costs agreement or engagement letter template for law firms?
Not in the template library. The library has agreement templates such as a non-disclosure agreement, a last will and testament, a divorce settlement agreement and an asset purchase agreement, but no law-firm engagement letter or costs agreement. Your firm builds its own from the precedents it already uses, and QuoteCloud converts one template free during the trial.
Are QuoteCloud's legal templates ready to use as they are?
Treat them as starting points. QuoteCloud gives no legal advice, and a template from the library hasn't been checked against your jurisdiction or your client's matter. Review and adapt the wording before you send it, then save your version as your firm's own template.
How does template conversion work?
Send QuoteCloud an existing document, such as your engagement letter, and it is rebuilt as a QuoteCloud template with your branding, sections and price table. One conversion is free during the trial on Essentials, Business and Enterprise. More conversions are available as a paid add-on through professional services.
Can we stop fee earners changing our standard terms?
Yes, on the Business plan. Content locking keeps a block, such as your standard terms of engagement, from being edited in the documents built from it. Fee earners can still fill data items, choose scope clauses from the library and set the fees, so each agreement fits the matter.
Can we have one template per practice area?
Yes. Most firms keep one template per matter type, for example conveyancing purchase, wills and powers of attorney, family property settlement and commercial lease, each with its own scope clauses and costs table. The scope clauses and standard terms they share live once in the content library.
More for law firms
Every page of the QuoteCloud legal microsite.
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Engagement letters & matter scopeWhat's included, what isn't and the assumptions behind the estimate, from your firm's own approved wording.Explore
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Costs disclosure & costs agreementsFixed fees, estimates, hourly rates and disbursements set out clearly, then signed by every party online.Explore
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QuoteCloud implementation for law firmsPrecedents converted, standard terms locked, fee items in the library, partner approvals and training.Explore
- Matter intake formsThe client's details, other parties and key dates collected inside the document, ready for your conflict check.
- Fixed-fee legal packagesWill and power of attorney bundles, employment advice and visa packages, chosen and signed in one document.
- Conveyancing & property costs agreementsA fixed conveyancing fee, searches and settlement costs as their own lines, signed by both buyers.
- Staged litigation estimatesEach stage estimated as a range, counsel and expert fees as disbursements, revised before the next stage starts.
- Signing, passcodes & multiple partiesClients, both spouses or a guarantor sign online, each after a one-time passcode, with a certificate and audit trail.
- Payments on signingA set amount or the whole fixed fee paid when the client signs, through Stripe or PayPal into the account your firm connects.
- Scope changes & revised estimatesWhen the matter changes, send a revised agreement or a new estimate and keep each signed version on record.
- Practice management, CRM & accounting integrationsSigned engagements to your practice-management system through Zapier or the API, and to Xero or QuickBooks.
- FAQAnswers to the questions law firms ask most about costs agreements, signing and payments.
Your precedents, ready to send
Free for 14 days. No credit card required.