Business is not always straightforward.

Disputes will arise be it be between businesses and their advisers.

We deal with disputes arising out of breach of contract, negligence, breach of fiduciary duty and misrepresentation.

Whatever area be it the construction sector, professional and financial advisers, legal professionals and accountants we are part of your team from the outset.

From the planning of the Costs Budget at the outset , the project management throughout the claim to the settlement we provide a service for you and your customer that can include assistance in looking at the correct level of funding and protection, to settle costs at a reasonable and proportionate level whether you are the paying or receiving party.

Group Litigation ( Class Actions) are an area of work that is on the increase in the United Kingdom.

However, running and working within GLO's is not the same as working on run of the mill cases.

From the scoping of the funding requirements that will be needed at the outset, to the project management of the GLO with the other interested parties we can guide our customers along the GLO journey.

Funding actions whether it be with an investment or by ensuring that there is both adequate ATE and CPI cover is complex.

Funders and ATE providers are often sent requests for funding that are not sufficiently detailed, without budgets and assumptions.

Our specialised team have created numerous budgets for use by legal teams to allow them to approach the market to obtain the level of funding that they need.

Added to this, we offer a complete project-managed approach to run a matter once funding is approved.

In addition, we provide an audit service to providers to allow them to see the progress of matters that they have an interest in and ensure that the investment is on a sound footing.

Combining 35 years costs experience with a background in Legal Costs , ISO Quality Management Systems and Lexcel

Quality systems for the legal sector we work with our customers to ensure outcomes.

We undertsand the needs of a modern legal team to address compliance and regulatory needs along with the ever growing Cyber Security threats your data faces.

Excelo are able to assist legal teams with the transition to a fixed fee and value based pricing model.

We can review how your business works, look at the way your teams work internally and externally and provide guidance on ways to improve sustainability as well as productivity. 

Our consultancy teams are well versed in the analysis of WIP and how to balance the WIP dilemma and the cash flow issues

that legal teams and firms face.

Fixed Fees will become a fixture as from October 2023 with the first of what is to be a gradual extension of Fixed Recoverable Fees up to a proposed limit of £500,000.00.

We look at the Funding model you use and can make recommendations as to the way that projects are priced at.

We can assist in finding the most suitable funding options for you to run your projects with your customers.

Disputes will sadly arise between legal teams and their customers.

There is an ever growing number of cases arising out of solicitor own client matters.

These are arising from not just the level of fees and lack of transprancey as to what costs will be incurred to amount of success fee and ATE premium being taken from damages to under estimating fees and the level of shortfall being taken from damages.

Excelo act for both law firms and their customers. 

Be it from a retainer review and the types of retainer offered, setting and managing a budget from the outset – it doesn’t have to be a litigated matter to use a budget – to costs being sought from damages and shortfall.

We are able to assist whether you are the law firm, a customer. 

We have acted for high net worth individuals, business and in-house teams.

As with all areas we work on a value based approach and we always provide a fixed fee review before undertaking any work.