Let clients choose a billing model — hourly, fixed, contingency or capped — and confirm the basis and payment terms before work starts.
Quick answer
Lets the client choose hourly, fixed, contingency or capped billing and confirm the basis in writing, cutting down on fee disputes after the work has started.
Disclaimer: this page is for process reference only. It does not constitute legal or financial advice, and enforceability of any fee term depends on your jurisdiction. Consult a qualified attorney.
Methodology: billing options reflect common engagement fee structures; adapt terms to your firm and local rules.
Fee disputes often begin with unclear expectations. This form lets a client select a billing model and confirm how it works — basis, milestones and payment terms — before any work starts, so both sides agree the money part up front.
Sample form preview (live - fill it in to see responses).
Everything you need to run this template.
Hourly, fixed, contingency or capped.
Rate, range or percentage as relevant.
When fees accrue or are payable.
Client confirms terms, name and date.
From copy to deliverable in four steps.
Copy it and set the billing options you offer.
They choose a model and enter the amounts.
Tick the payment terms with name and date.
File the agreed fee basis before starting.
Pick your role — see how it fits your workflow.
Agree fees clearly at engagement.
Standardize how fee terms are captured.
See the money terms before committing.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
