Ensure you comply with mandatory disclosure requirements

To help your law practice comply with mandatory disclosure requirements, the Law Society’s Costs Committee has set up the forms in appendices 1 - 2 in Microsoft Word which you can customise with your firm’s and client’s data. Appendix 3 is a link to relevant Costs Assessment forms. Appendix 4 provides a template for a Privacy Policy.

1. Instructions received from 1 July 2015 (Legal Profession Uniform Law Sch 4 cl 18

For clients other than commercial and government clients (Legal Profession Uniform Law s 170 and Corporations Act 2001 s 45A

Costs disclosure and costs agreement (member only)
Costs disclosure and conditional costs agreement (member only) 

Contracting out letters (member only)

Billing notice with trust account and interest notices (member only)

2. Instructions received prior to 1 July 2015 

Costs disclosures and costs agreements plus contracting out letters as used by the law practice prior to 1 July 2015 

Billing notice - Form 3 with trust account and interest notices (member only) 

3. Application forms for costs assessment

4. Privacy Policy

A law practice to which the Privacy Act 1988 applies must inform its clients how their personal information is collected and handled. To assist law practices to comply, this policy template is available (member only). It must be adapted to the law practice's circumstances.

Further notes to assist in completing the documents can be found in the Costs Guidebook.