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Legal fee-estimate review

Use a lawyer preparing a client fee estimate to create an approved estimate with assumptions and scope limits. The design keeps source references, uncertain matches, and approval decisions visible to the responsible legal professional. It coordinates an administrative handoff with version checks and an exception queue. The workflow cannot set legal fees or promise a matter outcome.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

Start with a lawyer preparing a client fee estimate. A successful handoff produces an approved estimate with assumptions and scope limits. Define the accountable owner before connecting systems. The workflow cannot set legal fees or promise a matter outcome. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Capture the scoped request

Record matter category, proposed service, client reference, and responsible lawyer.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Gather approved assumptions

Use reviewed phase, staffing, and uncertainty inputs; mark missing facts explicitly.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Calculate a draft scenario

Apply deterministic arithmetic to the lawyer-supplied assumptions without inventing hours or rates.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Review terms and wording

A lawyer confirms fee basis, exclusions, uncertainty, and required disclosures.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Release and version

Send the approved estimate securely and preserve the version tied to any client response.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
estimate_id	estimate_id	Resolve the stable source reference in the correct client, entity, and engagement.
scope_version	scope_version	Bind approval to this exact source version; changes require review.
assumption_set	assumption_set	Resolve the stable source reference in the correct client, entity, and engagement.
approval_ref	approval_ref	Use the authorized owner or reviewed decision; unknown values stop the handoff.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

Missing assumptions cannot become a precise quote.A scope change invalidates the old estimate draft.A repeated source event creates only one current review task.A changed source version invalidates an earlier approval.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.