ŠĻą”±į>ž’ IKž’’’H’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’’ģ„ĮU@ šæ¬4bjbj¬›¬› .HĪńĪń¬,’’’’’’ˆ6666666Ō||||˜,Ō ¶ŠŠŠŠŠŠŠŠž $5!R‡#~$ 6ŠŠŠŠŠ$ 66ŠŠ9 """ŠV6Š6Šž"Šž"4"V66VŠÄ @ū»HŅ’Ć|&NVžO 0 V$t¤$VJTž66666$6VØŠŠ"ŠŠŠŠŠ$ $ ŌŌ„X$ ŌŌXOur Ref: [fee_earner.initials]/[&f,user.user_id,fu]/[client.number]-[matter.number] Your Ref: Date: [&F,today.date,dc] [&f,client.name,ft] [client.address1] [client.address2] [client.address3] [client.address4] [client.address5] Dear [&IF,client.informal_sal,=,Sirs][client.salutation][&ELSE][&IF,client.informal_sal,<>,][client.informal_sal][&ELSE][client.salutation][&ENDIF][&ENDIF], Re: [matter.desc] This letter explains the basis on which we will carry out all the work necessary in this matter. People responsible for your work [fee_earner.name] will carry out most of the work in this matter. She/he is a [fee_earner.occup] specialising in [department.name]. She/he is supervised by [partner.name] ([partner.occup]) who is ultimately responsible for your matter. If you need to telephone, please ask to speak to [fee_earner.name]. If they are unavailable, their secretary will be happy to take any message for you. We try hard to avoid changing the people who are handling your work but if this cannot be avoided, we will notify you promptly who will be handling your work (and why the change was necessary). [fee_earner.name] will explain to you the issues raised in your matter and keep you informed of progress. She/he will also advise you whether the likely outcome of your case will justify the likely charges and expenses and risk involved, from time to time as necessary. Assuming that the matter proceeds smoothly we would expect the matter to complete by [&F,pl_est_comp.date,di] [&F,pl_est_comp.date,dj] Charges and expenses Our charges are based on the time we spend dealing with a case. Time spent on your affairs will include meetings with you and perhaps others; any time spent travelling; considering, preparing and working on papers; correspondence; and making and receiving telephone calls. We will charge you £[&ASK,Hourly rate?(no pound sign),ask_hr][ask_hr] per hour for each hour engaged on your matter by [fee_earner.name][&IF,pl_review/c.date,<>,] until the review date on [&F,pl_review/c.date,dc][&ENDIF]. Routine letters that we write, and routine telephone calls that we make and receive will be charged as units of 1/10th of an hour. Routine letters received will be charged as units of 1/20th of an hour. Other letters and calls will be charged on a time basis. [&IF,pl_review/c.date,<>,] On [&F,pl_review/c.date,dc] we will review the hourly rate/s (to take account of changes in our overhead costs) and notify you in writing of any increased rate. [&ENDIF] In addition to the time spent, we may take into account a number of factors which include the complexity of the issues, the speed at which action must be taken, the expertise or specialist knowledge that the case requires and, if appropriate, the value of the property or subject matter involved. On the basis of the information currently available, we expect these factors to be adequately covered by the hourly rates set out above. The rates may be higher if, for example, the matter becomes more complex than expected; we will notify you of this. The amount of our costs which you will have to pay may be greater than the amount you can recover from another party to the case. We will add VAT to our charge at the rate that applies when the work is done. At present, VAT is 17.5%.[&USET,Any expenses to detail?,tool.u1_rd_yn2][&IF,tool.u1_rd_yn2,=,Yes] Details of other expenses which you are likely to have to pay, when they are likely to become due and an estimate of their costs are set out below: Expense [&ASK,Please detail the likely expenses,ask_ex][ask_ex] When payment is likely to be needed [&ASK,When is payment needed?,ask_pn][ask_pn] Cost [&ASK,Cost?(No Pound sign),ask_cost]£[ask_cost] VAT is payable on certain expenses.[&ENDIF] Estimate We estimate that your total charges and expenses will be about £[&F,account_summary.estimate,F5] (This estimate is not intended to be fixed). We will update this estimate every six months and inform you if it appears that any estimate may be exceeded. We will inform you if any unforeseen additional work becomes necessary (for example, due to unexpected difficulties or if your requirements or the circumstances significantly change during the course of the matter). We will also inform you of its estimated cost in writing before any extra charges and expenses are incurred. If, for any reason, this matter does not proceed to completion, we will charge you for work done and expenses incurred. We have agreed to set a limit of £[&F,account_summary.budget_limit,F5] on the charges and expenses to be incurred. This means that you must pay those incurred up to the agreed limit without our needing to refer back to you. We will inform you as soon as it appears that the limit may be exceeded and will not exceed the limit without first obtaining your consent. It is normal practice to ask clients to pay sums of money from time to time on account of the charges and expenses which are expected in the following weeks or months. This helps to avoid delay in the progress of their case. We will need £[&ASK,How much on account?(no pound sign),ask_onac][ask_onac] on account of our charges and to enable payment of expenses before we start work on your matter. We may request further payments on account for charges and expenses to be incurred as the matter progresses. When we put these payments towards your bill/s, we will send you a receipted bill. We will offset any such payments against your final bill, but it is important that you understand that your total charges and expenses may be greater than any advance payments. Billing arrangements To help you budget, we will send you an interim bill for our charges and expenses at the end of each month while the work is in progress. We will send a final bill after completion of the work. Payment is due to us within 28 days of our sending you a final bill. We will charge you interest on the bill at 8% per year, from the date of the bill if you do not pay our bill within this time. Interest will be charged on a daily basis. Other party's charges and expenses It is important that you understand that you will be responsible for paying our bill/s. We have discussed with you whether your charges and expenses might be paid by another person. Even if you are successful, the other party may not be ordered to pay all your charges and expenses or these may not be recovered from them in full; if this happens, you will have to pay the balance of our charges and expenses. If the other party is legally aided, you may not get back any of your charges and expenses, even if you win the case. If you are successful and the court orders the other party to pay some or all of your charges and expenses, interest can be claimed on them from the other party from the date of the court order. We will account to you for such interest to the extent that you have paid our charges or expenses on account, but we are entitled to the rest of that interest. You will also be responsible for paying the charges and expenses of seeking to recover any charges and expenses that the court orders the other party to pay. In some circumstances, the court may order you to pay the other party's legal charges and expenses; for example, if you lose the case. The money would be payable in addition to our charges and expenses. We have discussed with you whether our charges and expenses and your liability for another party’s charges and expenses may be covered by insurance, and, if not, whether it would be advisable for you to have insurance to meet the other party’s charges and expenses. Legal aid We have discussed with you whether legal aid is available for this matter and whether you qualify for it. This firm does not offer Legal Aid. We will also have discussed whether your costs may be covered by insurance or another party such as a Trade Union. Storage of papers and documents After completing the work, we are entitled to keep all your papers and documents while there is money owing to us for our charges and expenses. We will keep our file of papers except for any of your papers which you ask to be returned to you for no more than [&ASK,How many years to keep file?(e.g. 6),ask_years][ask_years] years. We keep the file on the understanding that we have the authority to destroy it [ask_years] years after the date of the final bill we send you for this matter. We will not destroy documents you ask us to deposit in safe custody. If we retrieve papers or documents from storage in relation to continuing or new instructions to act in connection with your affairs, we will not normally charge for such retrieval. However, we may make a charge based on time spent producing stored papers or documents to you or another at your request. We may also charge for reading, correspondence or other work necessary to comply with the instructions given by you or on your behalf. Termination You may terminate your instructions to us in writing at any time but we will be entitled to keep all your papers and documents while there is money owing to us for our charges and expenses. In some circumstances, you may consider we ought to stop acting for you, for example, if you cannot give clear or proper instructions on how we are to proceed, or if it is clear that you have lost confidence in how we are carrying out your work. We may decide to stop acting for you only with good reason, for example, if you do not pay an interim bill or comply with our request for a payment on account. We must give you reasonable notice that we will stop acting for you. If you or we decide that we will no longer act for you, you will pay our charges on an hourly basis and expenses as set out earlier. Communication between you and us We are confident of providing a high quality service in all respects. If, however, you have any queries or concerns about our work for you, please raise them in the first instance with [fee_earner.name]. If that does not resolve the problem to your satisfaction or you would prefer not to speak to [partner.name], then please contact this firm's client care partner who is [&IF,client.manager_name,<>,][client.manager_name][&else]Norman Cook[&ENDIF]. All solicitors must attempt to resolve problems that may arise with their services. It is therefore important that you immediately raise any concerns you may have with us. We value you and would not wish to think you have reason to be unhappy with us. Conclusion Unless otherwise agreed, these terms of business apply to any future instructions you give us. Your continuing instructions in this matter will amount to your acceptance of these terms and conditions of business. Even so, we ask you to please sign and date the enclosed copy of this letter and return it to us immediately. We can then be confident that you understand the basis on which we will act for you . We hope that by sending this letter we have addressed your immediate queries about the day-to-day handling of your work and our terms of business. If you still have any queries, please do not hesitate to contact [fee_earner.name]. This is an important document: please keep it in a safe place for future reference. Yours sincerely [&f,fee_earner.name,ft] [fee_earner.occup] [&IF,address.staff.tel_work,<>,] Direct Dial: [address.staff.tel_work][&ENDIF][&IF,address.staff.email,<>,] Email: [address.staff.email][&ENDIF]  34CDSTfxzčī„ … † ‡ ‹ ˜ ™ ü   / l ~    ŗ Č Ź Ł < M h y z ” Ģ Ķ Š ą ć ä å ż ž üńźńźńźńęüńüńüŁŠźüČ»Čü³üØüØüØüØüØüü™ü•ŠŠŠ{üh1/#hæ2wh1/#B*ph’hæ2wh4tsB*ph’h7Jhz6ēhæ2whz6ēB*ph’hæ2wh°[ĄB*ph’h1/#hYƒ5hæ2whYƒ5B*ph’hYƒhYƒ5hŚ˜hŚ˜aJhĢy¦hŚ˜B*aJph’hŃf[ hYƒhYƒhæ2whYƒB*ph’hYƒ0T_yzŽ ²ÄÖčé† ‡ ™ š ū ü   ¤ „ g h v w ž żr ¬żr ¬żr ¬żr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬żr ¬żr ¬żr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬ųr ¬gdYƒ¬4żž ’ '( &ĒŠ÷ų{|,-ĮĀĖ*XY^Ž¼½Ęśr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬gdYƒž ’ 7<mŸ°ĮŹĖä   %&)AĒĻŠć+ĀĖņ*W]^‚ƒŽ³»½ĘĒÉš'xƒ£ĀüōšģįšÖĖĄüšĄš¼šĄ¼šĄšĄ±š¦š¢š¦¢š¦¢š¦¢¦¢š¦š’šŽšŽƒššh 5’hæ2whŅB*ph’hŅhk€hYƒ5h!ÕB*ph’hk€hæ2whk€B*ph’hæ2whYƒB*ph’h!Õhæ2wh§FåB*ph’hæ2whe#‰B*ph’hæ2wh1/#B*ph’hæ2whčCŖB*ph’hčCŖhYƒh1/#hYƒ5h1/#2ĘĒĆÄ  ‚ƒšńšńŹĖŗ»Žßļ!š!T#U#ó#ō#É%Ź%Ō%Õ%śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬ś r ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬śr ¬gdYƒĀ„ÉÖõĻīÉąś ńqr;<»Ž> ? 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