Getting the Retainer Right: The Autumn Tour

This course is aimed at all civil litigators and funders. Topics covered include:

The Retainer

  • how to set up your retainer to avoid challenges by the likes of JG and Checkmylegalfees
  • the success fee
  • the hourly rate
  • Cancellation of Contracts Regulations
  • model Client Care Letters
  • model hourly rate retainers
  • terminating the retainer
  • the complaints procedure

The Agreement

  • model Conditional Fee Agreements
  • model Damages-Based Agreements
  • model Contingency Fee Agreements
  • model hourly rate retainers
  • discounted Conditional Fee Agreements
  • not naming the opponent
  • model explanation of Conditional Fee Agreement – Vilvarajah and all that

Solicitors Act 1974

  • interim and statute bills
  • Chamberlain bills
  • contentious and non-contentious business
  • section 57 Contingency Fee Agreements
  • getting the bill right
  • justifying the charge to the client
  • time limits and challenges
  • ex-client’s right to the file


  • estimates and quotations – the difference
  • when there is no estimate
  • costs updates

Data Protection
Model policies for dealing with:

  • new client enquiries
  • existing client data
  • data held other than electronically
  • Privacy Statement


  • getting the retainer right


  • third party funding
  • retainers involving third party funding
  • ABS’s and third party funding

Case Law

  • case update

The fee is £250 plus VAT and that includes lunch and provision of electronic notes in advance for you to use and to print and take to the course if you wish.

Second or subsequent delegates can enjoy a further 20% discount, reducing the cost to £200 plus VAT

The course will run from 10.00am to 4.30pm.

Kerry’s book - Personal Injury Small Claims, Portals and Fixed Costs deals in detail with many of these topics and runs to 1,300 pages and 3 volumes and costs £50 and can be ordered from Amazon here, or from me here, but if you book the course, then the price is £30.

Having the book will help you to get the most out of this course and the book is not confined to personal injury matters, in spite of its title.

Please select the course you would like to attend:

Thursday 18 October Liverpool^^^
Thursday 25 October Newcastle^^^^

^^ Hosted by 3PB
^^^ Hosted by 7 Harrington Street Chambers
^^^^ Hosted by Trinity Chambers

Kerry is grateful to Invicta Capital for sponsoring all these courses.

Invicta Capital specialise in the rapid financing of small/medium sized commercial claims. Further details can be obtained from or by calling 07841 032300.

Feedback from previous delegates

“Most of the big decisions in my firm follow a Kerry Underwood course.”

“Utterly brilliant!”

“You give us the courage to keep going.”

“Superb, inspirational course.”

“What an original presentation. Loved your energy, passion and dynamism. Most unconventional but refreshing and original.”

“Amazing course”

“Extremely informative, the best and most useful course from a business point of view I have ever attended.”