New Matter – Litigation & Employment

Phonebook ID (If known. If not, please provide the full name below so that we can identify the correct party in Affinity)

Full name *

Matter Contact (If the client is a company, please provide the contact person you will be dealing with including name, position, email and contact phone number)

Matter description *

Expected completion date (The date you expect the matter to be finalised. If you leave this blank, the default will be 31 December of this year.)

Conflict check has been done * (A matter will not be opened until a conflict check has been done) Conflict check has been done * (A matter will not be opened until a conflict check has been done) Yes No

Matter author

Matter partner * Matter partner * PGLDFSRXSPHBSPW

Matter controller * Matter controller * Andrew LumbChris SusiloCredit CommitteeDavid StrattonGeorge DoranHelen ZhengMelissa VincentyPeter LumbPhil BrewinRichard HamiltonRyan Curtis-GriffithsSteph ChaferStuart WilsonNathan Xu

Matter type * Matter type *General (LITGE)Building Dispute (LITBD)Disputed Estates (LITDE)Commercial Dispute (LITCD)Debt Collection (LITDC)Employment (LITEM)Personal Injury (LITPI)Professional Negligence (LITPN)

Referred by (You may have already completed this at the client level, however we need the same information here.)

Staff who will work on the matter * Staff who will work on the matter * Phil Brewin Greg Doran Shea Rowell Claire Stratton Caroline Mostafa Tarryn Jeffery Melonee Davies Kiah Rowell Tom Drake

Fees (exc GST)

Admin Fee (exc GST) * Admin Fee (exc GST) * $100 New Client$50 Existing Client$50 New client (Fee less than $750)$25 Existing client (Fee less than $750)Not Applicable

Disbursements (exc GST) * (This is the out of pocket expenses likely to be incurred (and does not include the Admin Fee above))

Disbursement breakdown (If you would like your disbursements listed in the retainer, please provide details.)

GST amount * (Fees + Admin Fee + Disbursements ) * 0.10

Total cost (inc GST) * Fees + Admin Fee + Disbursements + GST

Upfront costs * (The amount the client is to pay before work is commenced on this matter.)

Fee calculation * Fee calculation * Hourly RateFixed FeeFee Scale

Retainer type * Retainer type * Full Cost Agreement - Standard Full Cost Agreement - Conditional Short Form Cost Agreement (where fees are $750 or less)

For Conditional Cost Agreements (If an uplift fee is to be charged, what is the estimate?)

Recovery of costs from another party (If this is to be included, please provide the name of the other party and estimated amount)

Liability of client's for another party (If this is to be included, please provide the name of the the other party and estimated amount)

Invoices due Invoices due CompletionMilestonesMonthlyOther

Instructions received * ("You have instructed us to....")

Scope of works *

Matter file note *

Who has completed this form? *