Specialist request and fee note
Record each request outside the fixed fee with its estimate and the client's decision, and get the open estimate approved before any specialist time is committed.
- Industry
- Legal and Compliance Services
- Team
- Client services
- Use case
- Requests and exceptions
- Tags
- Proposal Approval workflow
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 2 embedded blocks: Chart: Requests outside the fixed fee by decision state (c-scope-status); Insight: Transition services agreement held for approval (i5) · Requires sign-in
Overview
What this template supports
A specialist request and fee note for a client's general counsel and chief financial officer. It lists the four requests outside the fixed fee with scope review result, estimate and decision, explains the review stages, and sets the rule that no specialist time starts before approval. It includes live Dashboards blocks of the demonstration matter.
- Requests by decision state block
- Request table with estimates and decisions
- Scope review definition list
- Held-estimate info callout
- Specialist time rule
- Approval steps and approver row
How to use this template
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Record the request
Add each request with its date, source and the reason it may fall outside the engagement terms.
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Take it through scope review
Record the lawyer's decision on need, conflicts and scope, and add the estimate.
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Record the client decision
Record the client's acceptance, decline or narrowing, and start work only after an acceptance.
Frequently asked questions
When may specialist time start?
Only after the client has approved the estimate for that exact request.
Who decides whether a request is needed?
The responsible lawyer decides need, conflicts, scope and estimate.
What does Specialist request and fee note help me do?
Record each request outside the fixed fee with its estimate and the client's decision, and get the open estimate approved before any specialist time is committed.
Who reads and maintains this page?
Solenne general counsel and CFO; prepared by the Ashcombe Varley engagement partner's assistant. The responsible partner reviews it.
When is the page ready to share with the client?
Sent only after every request shows its scope review result, estimate and decision state, and the live blocks point at the client's own records.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.