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.

Partner reviewing fee schedules and financial notes at a desk

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

  1. Discovery call to confirm practice areas and constraints

  2. Document and interview phase

  3. Diagnostic briefing with findings and options

  4. Co-design of fee structures and proposal language

  5. 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.