Before you pay 0/3 completed Name the retainer type Ask whether the payment is a trust deposit, advance against hourly work, fixed-fee stage, monthly retainer, or availability arrangement. Not started › Define the work stage Write the exact work the payment covers, such as advice, document review, first letter, negotiation, filing, hearing, or ongoing support. Not started › Check urgency Record court dates, CCMA dates, filing deadlines, expiry dates, or response dates before fee discussions slow the matter down. Not started ›
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Book a ConsultationBefore agreeing 0/4 completed Ask where money is held Confirm whether the amount is paid into trust, business account, or another account and what receipt or statement will be issued. Not started › Ask when work is billed Confirm whether the retainer is drawn down by time, milestone, fixed stage, monthly invoice, or written instruction. Not started › Ask about top-ups and refunds Confirm when more money may be requested and what happens to unused amounts. Not started › Ask about exclusions Check VAT, sheriff fees, court fees, counsel fees, expert fees, travel, courier, and filing fees separately. Not started ›
Keep payment proof Save the mandate, invoice, receipt, proof of payment, trust statement, and scope-change approvals. Not started › Track balance and work Compare work done, invoices issued, retainer balance, and any top-up request. Not started › Ask early if unclear Query unclear invoices, unused funds, or unexpected disbursements while the records are fresh. Not started ›
When It Applies A lawyer asks for money before work starts or asks for an ongoing retainer arrangement.
You need to compare deposits, trust payments, fixed-fee stages, hourly billing, or availability retainers.
You want the mandate, scope, disbursements, VAT, and approval rules recorded before paying.
Not For Estimating what a specific lawyer should charge. Resolving a fee dispute after court papers, complaint steps, or taxation of costs have started. Documents Matter summary Mandate letter Fee estimate Invoice or tax invoice Trust-account details Proof of payment Statements Scope-change approvals Disbursement records Question list Timeline Before paying: confirm retainer type, account, scope, and exclusions. During work: track invoices, statements, and approvals. Before top-up: ask for current balance and work completed. After completion: request final account and unused-balance handling where relevant. Tips Do not pay without knowing whether the amount is a deposit, fixed fee, or ongoing retainer. Ask whether VAT and disbursements are included. Keep proof of every payment. Do not assume unused amounts are handled automatically without checking the terms. Warning Signs No written mandate or fee basis is provided. You are asked to pay into unclear account details. The retainer covers undefined work. Extra work starts without approval. Invoices do not show what was done or how the retainer was applied.