Costs Agreement

Fee disclosure workflow · QLS compliant

In Flight
3
Awaiting Signature
1
Signed & Active
1
Active Matters
7
CNPR00147
David Chen
Estimate
$3,200
Draft
Generate from matter type template
Internal Review
Principal reviews fee estimate and scope
Send to Client
Email with DocuSign link
4
Client Signs
Return signed copy
5
Store & Activate
Archive to matter file; unlock billing

Pending Agreements

MatterClientEstimateStageSent
CNPR00147David Chen$3,200Client Signs2026-02-15
FLPR00148Karen Morrison$8,500Store & Activate2026-01-30
BGEN00149Horizon Ventures$4,200Send to Client2026-03-10
MRPR00157Pacific MR Group$14,500Internal Review—