Step 4: Review Your Scope Report

Getting Notified

When your lawyer approves your scope, you receive an email and in-portal notification: "Your scope report is ready."

Go to Client Portal → My Consultations → [Consultation] → Scope Report.

What to Read

Go through each section carefully:

Case Summary: Does it accurately describe your situation? If not, message your lawyer before proceeding.

Milestones: Each stage of work with a description, amount, and due date. Is the work described what you discussed? Are the due dates realistic for your situation?

Your Next Steps: What the lawyer needs you to do before work can begin. Can you provide these?

Total Cost: The sum of all milestones. Is this within your budget?

Discussing Changes

If you want to change anything, click Message Lawyer to discuss. Your lawyer can revise and resend the scope. You can do this as many times as needed - you do not pay until you click "Accept & Hire."

Proceeding

When you are happy with the scope, click Proceed with Scoping. Your lawyer must also click from their side. Once both have clicked, a 5-minute cooling-off period starts.

After the cooling-off, you can proceed to payment.

Next: Hire and Pay →