Guide
Costs disclosure and matter management workflows
Costs disclosure obligations sit alongside matter opening and billing. Workflow software should make status visible on the matter file — not only in a separate register. CounselOS links guided intake, costs disclosure tracking, and matter records.
General information only — not legal, accounting, migration, or compliance advice. CounselOS does not guarantee regulatory outcomes. Your firm remains responsible for professional obligations.
Updated
A sensible workflow
CounselOS links guided intake, matter records, and disclosure status — designed to assist your process, not replace professional judgement about scope and costs.
- Intake captures client details and matter type
- Costs disclosure generated or recorded before substantive work
- Status visible to paralegals and supervising solicitors
- Alerts if work proceeds without recorded disclosure
Keep disclosure on the matter file
Avoid a separate spreadsheet that drifts from the matter. When billing and disclosure share one record, supervising solicitors see risk earlier.
This article is general information for Australian legal practices — not legal, accounting, or compliance advice. Your firm remains responsible for professional obligations in your jurisdiction.