Proposals and retainers

A proposal is the written offer that follows a consultation: which service a firm will provide, what it costs, and what is excluded. Accepting it and signing the retainer is what opens a case.

Services differ mainly in who files the application, and which ones you are offered depends on your servicing organization and the application type.

Nothing is billed before you have seen a proposal, and no case opens until a retainer is signed. If you are looking at a case, a proposal was accepted.

In this section

🪜Service typesCase Review, Full Representation, and self-managed cases — and who files in each.📋Understanding your proposalScope, fees, government charges, and what the price does and does not include.✍️Accept and sign a retainerReviewing terms, signing, and what happens the moment you sign.💳Payments and invoicesPaying, receipts, and where your statement lives.🗓️Payment plansInstalment schedules, and what happens if one is missed.