Flagship consultation
Pricing Diagnostic & Redesign
A structured review of how your firm sets fees, scopes work, and recovers value — followed by a practical redesign of rate cards, retainers, and proposal language.
Who it is for
Partners and principals in law, accounting, architecture, engineering, and specialist advisory practices
Result you can expect
A coherent pricing architecture: clearer fee schedules, stronger proposal framing, and fewer write-downs driven by vague scope
What is included
- Interview round with partners and practice leads
- Review of current rate cards, retainers, and sample engagement letters
- Analysis of discount patterns and unrealised fee leakage
- Redesigned fee schedule and packaging options for priority services
- Proposal and scoping templates ready for partner use
- Two facilitation sessions to embed the new approach
What sits outside this engagement
- Full financial audit or accounting software setup
- Client-facing marketing campaigns
- Ongoing bookkeeping or billing administration
How the work proceeds
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Discovery call to confirm practice areas and constraints
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Document and interview phase
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Diagnostic briefing with findings and options
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Co-design of fee structures and proposal language
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Handover workshop and ninety-day check-in
Preparation
Share recent proposals, rate cards, and a sample of closed matters with fee notes (redacted as needed).
Constraints
Best suited to firms with at least three fee earners and a willingness to adjust partner habits, not only printed rates.