How to use the Solicitors Act assessment checker
- Say who would apply. The client, the firm that sent the bill, someone else who paid it, or a beneficiary of an estate or trust that paid it.
- Describe the bill. Whether it is a statute bill, how it was delivered and when; an emailed bill moves to the next working day under s.69(2F).
- Add payment and judgment. Whether, how and when the bill was paid, and whether the firm has judgment for it.
- Give the application date. The day the claim for assessment would be issued, or leave it blank for today.
- Read the answer. The route under s.70 with the Act’s words, the key dates, and, if you add figures and an order date, the one-fifth rule and the CPR 46.10 timetable.
The time limits at a glance
Section 70 sets a graduated scheme: the later the client applies, the harder it gets, and payment closes the door after 12 months (Oakwood Solicitors Ltd v Menzies [2024] UKSC 34 at [2]–[3]; Kenig v Thomson Snell & Passmore LLP [2024] EWCA Civ 15 at [8]).
| When the client applies | What the court can do | The Act |
|---|---|---|
| Within one month of delivery | Must order assessment, with no payment into court, and no action on the bill until it is completed. Payment or judgment makes no difference. | s.70(1) |
| After one month, within 12 months of delivery, the bill unpaid and no judgment for it | May order assessment, on such terms as it thinks fit (not terms about the costs of the assessment) | s.70(2) |
| More than 12 months after delivery, or after judgment for the costs, or after the bill is paid in full (but within 12 months of payment) | Only in special circumstances; any order may include terms about the costs of the assessment | s.70(3) |
| More than 12 months after the bill is paid in full | No power to order assessment on the client’s application, and no inherent power either (Harrison v Tew [1990] 2 AC 523) | s.70(4) |
The months are calendar months, ending on the corresponding date, or on the last day of the month where there is none (Interpretation Act 1978, Sch 1; Dodds v Walker [1981] 1 WLR 1027, HL), and an application made on that date is in time. CPR 2.8(5) moves only periods set by the rules, a practice direction or an order. Where a period in the Act ends on a day the court office is closed, the Court of Appeal has held that time runs on to the next open day for an act that can only be done when the office is open (Pritam Kaur v S Russell & Sons Ltd [1973] QB 336; accepted as common ground in Matthew v Sedman [2021] UKSC 19 at [3]). But no reported case applies that to s.70, and a claim can now be issued on CE-File when the office is closed, on the day the fee is paid (PD 5C para 3.5(1)). The safe course is to issue on CE-File by the last day, or on paper by the open day before. For an application on the next open day, the checker shows both answers.
When is a bill delivered?
The clock starts with delivery of a statute bill: signed by the solicitor or an authorised employee, or enclosed with a signed letter that refers to it, and delivered personally, by post or left at the client’s place of business or home, or electronically where the client has said they will accept bills that way (s.69(2) to (2D)). In the Act’s words, “A bill which is delivered as mentioned in subsection (2C)(c) is to be treated as having been delivered on the first working day after the day on which it was sent (unless the contrary is proved).” A working day excludes weekends, Christmas Day, Good Friday and bank holidays (s.69(6)). No reported case has applied that rule to the s.70 periods, but it is the only provision on when an electronic bill is delivered, so the checker applies it. For post, the Interpretation Act 1978, s.7 presumes delivery when a properly addressed, prepaid letter would arrive in the ordinary course of post, unless the contrary is proved.
Each interim statute bill is intended to be complete and final for the work it covers, so its limits run from its own delivery (Richard Slade & Co v Boodia [2018] EWCA Civ 2667 at [28]–[31]; Falmouth House Freehold Co Ltd v Morgan Walker LLP [2010] EWHC 3092 (Ch) at [9]). A request for payment on account starts no clock: in Vlamaki v Sookias & Sookias [2015] EWHC 3334 (QB), with no statute bills delivered, the application for assessment was premature ([39]), and a firm cannot turn on-account bills into statute bills later to fix the client with an old date ([32]). An invoice that can still be topped up, such as one at a discounted rate with more due on success under a conditional fee agreement, is not final either, so it starts no clock even once paid: in Signature Litigation LLP v Ivanishvili [2024] EWCA Civ 901 that left 79 paid invoices, almost £13 million, open to challenge ([2], [48], [51], [61]). Until a statute bill arrives, the client can ask the court to order one (s.68; CPR 67.2), and the firm cannot sue (s.69(1)).
What counts as payment?
Payment brings in special circumstances after the first month and ends the court’s power 12 months later. Where the firm pays itself from money it holds for the client, such as damages, that is payment only where the client agreed the sum taken for the bill. In an appropriate case the agreement can be inferred from conduct, in particular accepting the balance shown on the bill, but a general authority to deduct fees, followed by delivery of the bill, is not enough (Oakwood v Menzies at [71]–[72]), and there can be no payment of a bill before it is delivered ([63]). A firm can agree fees in advance, as a fixed fee or a formula, and the Supreme Court thought the practical concerns overstated ([78]–[79]). A part payment is not payment of the bill: payment means the entire sum due under it (Rippon Patel and French LLP v Mowlam [2020] EWHC 1079 (QB) at [7] and [27]; see also Falmouth House at [9]).
Special circumstances
“no order shall be made except in special circumstances and, if an order is made, it may contain such terms as regards the costs of the assessment as the court may think fit” (s.70(3)). There is no definition. It is a value judgment, comparing this case with the run of the mill (Falmouth House Freehold Co Ltd v Morgan Walker LLP [2010] EWHC 3092 (Ch) at [13]); the circumstances need not be exceptional, but should be significant and out of the ordinary (Wilsons Solicitors LLP v Bentine [2015] EWCA Civ 1168 at [66]–[69]). The size of the fees, though not decisive on its own, and a bill that calls for explanation are legitimate considerations (Falmouth House at [11]–[12]). On a third party’s application, the court may weigh circumstances that affect the applicant but not the client (s.71(2)).
Even where special circumstances exist, the court still decides whether to order assessment (Kenig v Thomson Snell & Passmore LLP [2024] EWCA Civ 15 at [9]). Delay in applying, and any prejudice it causes the firm, may count in that decision, and the court can impose terms such as security for the costs of the assessment where a proper basis is shown (Rippon Patel and French LLP v Mowlam [2020] EWHC 1079 (QB) at [41] and [44]–[46]). That the client approved the fees knowing what they were is also relevant (Falmouth House at [11]). Where the limits have passed and the bill is unpaid, a client sued for the fees can still dispute in that claim whether they are reasonable (Turner & Co v O Palomo SA [2000] 1 WLR 37, CA).
The one-fifth rule
“the costs of an assessment shall be paid according to the event of the assessment, that is to say, if the amount of the bill is reduced by one fifth, the solicitor shall pay the costs, but otherwise the party chargeable shall pay the costs” (s.70(9)). The rule gives way where the order was made on the solicitor’s application and the client does not attend, or where the order, or an order on special circumstances certified by the costs officer, says otherwise (s.70(9)(a) and (b) and (10)). A reduction of exactly one fifth is enough (Wilsons Solicitors LLP v Bentine [2015] EWCA Civ 1168 at [83]). “The amount of the bill” is, for the categories of costs being assessed, the total sum the bill demands be paid, whether or not any of it has been paid, and whoever paid it, as long as the bill says so (Karatysz v SGI Legal LLP [2022] EWCA Civ 1388 at [35] and [49]). If only the profit costs are assessed, which the client can insist on (s.70(5)), the fifth is of the profit costs (s.70(12)); where several bills are assessed together, the aggregate reduction is ordinarily used (Wilsons at [62] and [64]). On a beneficiary’s application under s.71(3) the court decides who pays the costs of the assessment (s.71(3)(b)). The Court of Appeal pointed small bills to the Legal Ombudsman as cheaper, and warned that trivial claims brought to the High Court may lose their costs under s.70(10) even after a one-fifth reduction (Karatysz at [45]).
Third parties and beneficiaries
Someone other than the client who paid, or is or was liable to pay, the bill can apply as if they were the client, and the court can make only the order it could have made for the client, so the s.70 limits read across, counted from delivery of the bill to the client (s.71(1); Kenig at [13]–[14]). A beneficiary of property out of which a trustee, executor or administrator has paid, or is entitled to pay, the bill applies under s.71(3), and has no right to assessment. There the court must have regard “the court shall have regard— (a) to the provisions of section 70 as to applications by the party chargeable for the assessment of a solicitor’s bill so far as they are capable of being applied to an application made under that subsection; (b) to the extent and nature of the interest of the applicant.” (s.71(4)). The Court of Appeal’s provisional view is that it is well arguable the 12-month limit after payment does not bind a beneficiary in the same way, since a beneficiary may not know when the bills were paid; it did not decide the point (Kenig at [54]–[55]). If the executor gave fully informed approval of the bills, that is likely to be a major consideration on a beneficiary’s challenge, and in many cases may prove decisive ([56]–[58]).
Gross sum bills and fee agreements
For contentious business, a gross sum bill is allowed, but the client may require a detailed bill instead within 3 months of delivery and before being served with proceedings for the costs (s.64(2)); if the firm sues on a gross sum bill, the court must order assessment if the client asks within one month of service (s.64(3)). Costs under a contentious business agreement are not assessed except as ss.61 to 63 allow: the court can enforce the agreement or set it aside, and under an hourly-rate agreement the costs officer can look at the hours worked (s.60(1); s.61(1), (2) and (4B)); re-opening after payment has its own 12-month limit (s.61(5)). Under a non-contentious business agreement, if the client objects to it on the assessment as unfair or unreasonable, the costs officer may enquire into the facts and certify them, and the court may set the agreement aside or reduce the amount payable (s.57(5)).
How to apply, and what follows
Issue a Part 8 claim form (or a Part 23 application in existing proceedings), with Precedent J as the model, and file the bill or bills and any conditional fee agreement (CPR 67.3(2); PD 46 para 6.4). It goes to the High Court, where in London it may be issued in the Costs Office (PD 67 para 2.1), on CE-File for a represented party (PD 5C para 2.1), or to the County Court only where the bill relates wholly or partly to contentious business done in the County Court and is £5,000 or less (CPR 67.3(1); s.69(3)). The court fee is £69 (fee 1.8(b); see the civil court fees calculator). In the Costs Office the court fixes a hearing for directions unless the claim is not contested, with no evidence needed before it (PD 67 para 2.2A).
After the order, the solicitor serves a breakdown of costs within 28 days (Precedent P, with a cash account on a s.70 application, counsel’s and experts’ fee notes and evidence of other disbursements over £250), the client serves points of dispute within 14 days of service of the breakdown, any reply follows within 14 days, and either party requests a hearing on Form N258C after points of dispute and within 3 months of the order (CPR 46.10; PD 46 paras 6.6 to 6.11), with fee 5.2 on the costs claimed. There is no default costs certificate (para 6.8), and at the hearing only the items in the points of dispute may be raised without permission (para 6.14). Costs are assessed on the indemnity basis, but in County Court proceedings an item cannot exceed what could have been recovered from the other side unless a written agreement expressly allows more (CPR 46.9(2); s.74(3)). They are presumed reasonable where the client approved them, which means informed approval after a full and fair explanation (Belsner v CAM Legal Services Ltd [2022] EWCA Civ 1387 at [67]), and presumed unreasonably incurred where they are unusual and the client was not warned beforehand; the presumptions can be rebutted (CPR 46.9(3); PD 46 paras 6.1 and 6.2).
Reform
The Civil Justice Council consulted on reforming Part III of the Act in a twelve-week consultation that closed on 16 July 2026 (the CJC’s Solicitors Act project). The Act has not changed: the checker applies it as it stands.
Related tools
- Requesting the hearing: the N258A, N258B and N258C builder, for Form N258C
- Inter partes costs: the detailed assessment deadline calculator and the glossary entry on statute bills
- The forms and precedents, J to P: the costs forms and precedents guide
- Every free tool in one place: costs help for solicitors
Sources
- Solicitors Act 1974, s.70; Solicitors Act 1974, s.69; Solicitors Act 1974, s.71; Solicitors Act 1974, s.64; Solicitors Act 1974, s.68; Solicitors Act 1974, s.57; Solicitors Act 1974, s.60; Solicitors Act 1974, s.61; Solicitors Act 1974, s.74; Interpretation Act 1978, s.7
- CPR 46.9 and 46.10; PD 46 para 6; CPR 67.2 and 67.3; PD 67; CPR 2.8; PD 5C (CE-File), para 3.5
- Oakwood Solicitors Ltd v Menzies [2024] UKSC 34; Rippon Patel and French LLP v Mowlam [2020] EWHC 1079 (QB); Karatysz v SGI Legal LLP [2022] EWCA Civ 1388; Belsner v CAM Legal Services Ltd [2022] EWCA Civ 1387; Kenig v Thomson Snell & Passmore LLP [2024] EWCA Civ 15; Wilsons Solicitors LLP v Bentine [2015] EWCA Civ 1168; Falmouth House Freehold Co Ltd v Morgan Walker LLP [2010] EWHC 3092 (Ch); Richard Slade & Co v Boodia [2018] EWCA Civ 2667; Vlamaki v Sookias & Sookias [2015] EWHC 3334 (QB); Signature Litigation LLP v Ivanishvili [2024] EWCA Civ 901; Matthew v Sedman [2021] UKSC 19
- Harrison v Tew [1990] 2 AC 523 (HL); Turner & Co v O Palomo SA [2000] 1 WLR 37 (CA); Pritam Kaur v S Russell & Sons Ltd [1973] QB 336 (CA); Dodds v Walker [1981] 1 WLR 1027 (HL)
- Civil Justice Council, Reform of the Solicitors Act 1974, Part III (consultation, April 2026)