Q&As

Can a firm include time spent on conducting monthly file reviews in costs charged to the client? Would the answer be different if provision for those costs were included in the retainer?

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Produced in partnership with Peter Steel of Augury Consulting Limited
Published on LexisPSL on 19/08/2019

The following Practice Compliance Q&A Produced in partnership with Peter Steel of Augury Consulting Limited provides comprehensive and up to date legal information covering:

  • Can a firm include time spent on conducting monthly file reviews in costs charged to the client? Would the answer be different if provision for those costs were included in the retainer?

You must ensure clients receive the best possible information about:

  1. how their matter will be priced and

  2. the likely overall cost of the matter and any costs incurred—at the time of engagement and when appropriate as their matter progresses

Depending on the nature of the work being carried out, the SRA Transparency Rules may require information about costs and what these cover to be published on firms’ websites.

Further guidance may be found in CPR 46.9, which sets out the basis of detailed assessment of solicitor and client costs and applies to every assessment of a solicitor’s bill to a client except a bill which is to be paid out of the Community Legal Service Fund. CPR 46.9(3) states:

‘Subject to paragraph (2), costs are to be assessed on the indemnity basis but are to be presumed—

  1. to have been reasonably incurred if they were incurred with the express or implied approval of the client

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