T: 01686 630308

M: 07715339031

E: info@excelo.co.uk

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Excelo Legal Costs & Litigation Management Solutions

Projects | Pricing | Process

Legal Costs have evolved.

Excelo have embraced that evolution.

Legal Project Management is now central to way in which law firms run matters.

Legal Costs are no longer dealt with at end of case. Legal Costs start at the outset from the need for costs budgets Precedent H , adapting to Fixed Recoverable Costs, to the demands of the Precedent S,Excelo can guide you through the costs process and the requirements of CPR.

We are Legal Project Managers providing a cradle to grave LPM and Legal Costs Solution for law firms, legal teams , funders and investors in law firms.



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"Adding power makes you faster on the straights. Subtracting weight makes you faster everywhere"

Colin Chapman

The inspiration for the 3P's, taking the weight out of legal departments processes to make them more efficient, more sustainable, more productive.


What do we do

Projects - any type of (legal) matter is a project. Project management is not just for litigation with its broad costs and case management approach. Any matter can and should be run as a project. That is the first area we look at with the legal team.

Pricing – legal teams are faced with any number of funding options. It can no longer be the case that the only option is an hourly billing one.

Process – Systems are key to the way in which a legal team functions and the use of technology is key. The application of processes that can be used by the legal team and implementation is crucial.

Of course we do offer a Legal Costs only solution for the preparation of Precedent H Budgets, Precedent S Bills of Costs, N260s but we would always suggest that the 3P's approach is the path to take.


Excelo are committed to a cloud based working platform where technology is used across all areas of our work to enhance the delivery of the services we offer.


We offer three pricing options:

  • Fixed Price
  • Value Based-Pricing
  • Retained




Litigation Matter Management

WHO ARE WE

Excelo aren’t new to the world of legal costs and legal project management.


We offer a fresh approach to the solutions that we offer to our customers so that they focus on what their customers have engaged the legal team for.


Our Project Lead, Will Whawell, has over 35 yrs working within Legal Costs and Legal Project Management. He has worked extensively within the English and Wales legal system up to Supreme Court level as well as working in off shore jurisdications.


In addtion to costs expertise Will is a qualified Legal Project Manager a certified Lexcel Consultant and Lead Auditor ISO 9001:2015 and thus ideally placed to be able to assist law firms, legal teams, Funders and lenders with solutions to any issues that may arise.


He also has experience within Information Security ISO 27001:2022


As a business, Excelo aren't like other firms.


We are digital - we work within a cloud based enviroment.


We don’t charge fees – we agree a price.


We don’t work on matters – we work with you on projects.


We do do tasks  – we create processes to ensure the project runs on time within an agreed price.


We follow the 3P's Projects | Pricing | Process 


Excelo are costs consultants for the legal team of the future.


PROJECTS | PRICING | PROCESS

We believe in the 3P's.


Projects | Pricing | Process


Projects - any type of (legal) matter is a project. Project management is not just for litigation with its broad costs and case management approach.


From M&A, a commercial lease, contract agreements to the creation of a trust a project managed approach will improve the delivery of the outcome that the customer has requested from their legal team at the scoping meeting.


We can and do provide a full service to litigation teams from the Precedent H budget through to the Precedent S Bill and the assessment of costs process.


We apply project management principles throughout to provide a start to finish solution to the litigation and the question of costs.


Pricing – legal teams are faced with any number of funding options. It can no longer be the case that the only option is an hourly billing one.


Some examples:


CFA – Conditional Fee Agreement – sharing risk with the customer is a common method for many litigation focused projects and not just personal injury.


The CFA can either be a full CFA or a hybrid model where a discount CFA is used to allow for monthly billing based on a reduced rate that allows for cashflow but allows the customer to remain invested in the project.


The CFA allows for base costs to be recovered from the paying party with a % of the damages being taken in recognition of the risk taken in running the case. 


DBA – Damages Based Agreement. Currently only available for Claimant matters, reform is muted, a Damages Based Agreement is a simple % of the recovered damages in exchange for “time” or “fees”


Costs recovery is dealt with differently from a CFA and can be somewhat confusing but a useful tool for when a swift settlement can be achieved or proceedings are not issued.


Value – Based Pricing . Value-based pricing is a strategy where businesses set prices primarily based on the perceived or estimated value of a product or service to the customer rather than on the cost of the product or market demand. 


This approach recognizes that customers are willing to pay more for something that promises to solve their problems or meet their specific needs.


Third Party Funding – an option where an “investor” either an institution or group of individuals invest in the litigation. From the payment of a % of or all the legal fees incurred the payment of any disbursements including any ATE policy the funder will seek the recovery of its capital investment with anything up to 60% of the overall damages that are recovered. 


ATE – After the Event Insurance. All legal teams need to consider ATE as part of their armoury of tools. 


Providing the customer with protection from adverse costs awards, it can cover disbursements, in some cases an own element of incurred legal “fees” and is only payable in the event of the customer winning.


Process – Systems are key to the way in which a legal team functions and the use of technology is key.


Processes do need to be ‘live’ and Quality Management Systems focus very much on a PDCA approach (Plan Do Check Act) and legal teams should adopt the same approach. 


Collaborative tools, cloud based systems ( no more paper files) and looking at task management we can assist in establishing workflows and systems with the right tools to manage projects and costs more effectively and ultimately more productively to allow teams to focus on desired outcomes. 







Instructing Us

We work in a cloud based environment utilising systems to allow us to provide a safe and secure way of our customers providing the data that we need to undertake the work that you wish us to do.


From ultra secure e-mail and cloud drives alomng with organisation level enclosed project work spaces along with cloud based chat platforms we put technology at the forefront of the way we work.


We collaborate with our customers in a dedicated workspace which you can be part of.


If needed we can work inside your own team and be an active member or we can come in as and when needed.


But we can still and do work from paper files and have to admit we do like a good notebook. 

How to Instruct Excelo

PRICES NOT FEES

Excelo don't charge fees. 


We don't use the billable hour.


We agree a price, be that a fixed price , a Value -Based Price or a retained price.


We scope the project from the outset and give you the options to agree with your client be it a fixed price that can be phased, a Value - Based Price that can be staggered or a retained price for one project or a basket of projects.


Pricing Structure

Project Management

What is Project Management


Legal Project Management (LPM) is the application of project management principles and practices to the delivery of legal services.


As with traditional project management, LPM focuses on defining clear objectives, allocating resources efficiently, tracking progress, managing risks, and delivering services on time and within budget.

Legal Project Management

 Legal Costs

What is Pricing


Legal Pricing Management refers to the strategies, practices, and processes law firms and legal departments employ to determine, adjust, and communicate the prices of their services.


As clients have become more price-sensitive and the legal marketplace more competitive, effective legal pricing management has become essential to both profitability and client satisfaction.
the pa

Legal Pricing

Process

What is Process


Legal Process Management (LPM) refers to the systematic organisation and management of legal processes within a legal firm or legal department of an organisation.


The aim of LPM is to optimise efficiency, ensure consistency in procedures, improve client satisfaction, and, in general, manage the risks and costs associated with legal proceedings.

Legal Process

Call Us

Advice is freely given. To discuss any legal costs or project management issue just call.


T: 01686 630308 or M: 07715339031

Email Us

For general inquiries & questions, 
contact us via email

info@excelo.co.uk

Visit Us by appointment

The Colony HQ

Altrincham Road

Wilmslow

Cheshire SK9 4LY

Company Details
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