Analysis of Itemised Bill and Trust Account Statement for Law & Co

This assignment presents an itemised bill of costs and a trust account statement from Law & Co, detailing legal services provided to a client, Mr. GL Flashman, in relation to a default judgment matter. The itemised bill outlines various tasks, including drafting documents, correspondence, and court appearances, along with associated fees and disbursements. A trust account statement records financial transactions, including client deposits and withdrawals for legal services. A memo from the student to the lecturer provides justifications for the omission of certain items from the itemised bill, citing the Legal Profession Uniform Rules of New South Wales Section 172, which deals with the reasonableness of legal costs. The assignment highlights the importance of ethical considerations in legal billing, ensuring fairness and transparency in the charging of legal fees. The assignment provides a practical application of legal ethics and professional responsibility principles.

Itemised bill
P.O Box 2
ST LEONARDS NSW 2065
ABN 62 751 281 333
31 December 20xx
Mr GL Flashman trading as Main Event
77 Rodeo Drive
Mansion Park NSW 2566
ITEMISED BILL OF COSTS PURSUANT TO COSTS AGREEMENT ENTERED INTO ON
[DATE OF COSTS AGREEMENT]
[Note: delete, amend or leave each item below as appropriate then note your reasons in the memo
on page 5 of this document.]
Ite
m
No
Date Type
Bille
d
By
Description Unit
s TOTAL Invoice #
1 03/09/20xx TA LL T/F client – requests urgent appointment – sheriff intends to
remove client business equipment in execution of D/J
obtained against client
3 $ 195.00 Unbilled
6 06/09/20xx D LL Draft costs agreement 3 $ 195.00 Unbilled
9 06/09/20xx D SL Letter to client advising re prospects of success and
enclosing costs agreement
6 $ 300.00 Unbilled
18 15/09/20xx D SL Draft notice of motion 5 $ 250.00 Unbilled
19 15/09/20xx D SL Draft affidavit of client 20 $ 1,000.0
0
Unbilled
20 15/09/20xx D SL Draft notice of grounds of defence 5 $ 250.00 Unbilled
31 02/10/20X
X
D SL Letter to registration agent to file NM incl. note as to suitable
date for return of motion
2 $ 100.00 Unbille
d
32 04/10/20xx D SL Letter to sol for Pl. enclosing NM and affidavit by way of
service
2 $ 100.00 Unbille
d
33 04/10/20xx D SL Letter to client confirming NM filed and enclosing copies of
docs
2 $ 100.00 Unbille
d
38 12/10/20xx D SL Letter to client enclosing copies of Pl sol letter and
enclosures and seeking instructions
2 $ 100.00 Unbille
d
45 19/10/20xx PA SL Preparing for hearing 25 $ 1,250.0
0
Unbille
d
48 22/10/20xx TV
L
SL Travel to District Court by taxi 4 $ 200.00 Unbille
d
50 22/10/20xx TV
L
SL Return travel from District Court to office by train 5 $ 250.00 Unbille
d
Disbursements
$
$
Total $
Less amount proposed to be transferred from Trust $
BALANCE DUE AND OWING $
[Note: GST can be ignored for the purposes of this activity.]
LAW & CO
2566977591760602473.docx Page 1 of 7
© The College of Law Limited

Per: L Law
[Note: insert below any information which must be provided to the client or which it is usual
practice to provide to the client.]
2566977591760602473.docx Page 2 of 7
© The College of Law Limited

Trust account statement
P.O Box 2
ST LEONARDS NSW 2065
ABN 62 751 281 333
31 December 20xx
Mr GL Flashman trading as Main Event
77 Rodeo Drive
Mansion Park NSW 2566
TRUST ACCOUNT STATEMENT
Flashman G.L. ats A-One Catering Pty Limited Application to set aside default judgment
20XX Particulars REC/CHQ DR ($) CR ($)
September 05 From you on account
of costs and
disbursements
118201 5000.00
September 06 Draft costs
agreement
195.00
September 06 Letter to client
regarding costs
agreement
300.00
September 15 Draft notice of
grounds of defence
250.00
September 15 Draft notice of
motion
1,000.00
September 15 Draft affidavit 250.00
September 30 Searching of business
name
118315 52.00
October 2 Letter to registration
agent
100.00
October 3 Filing fees for Notice
of Motion
41001 80.00
October 4 Letter to sol
attaching Notice of
Motion and affidavit
100.00
October 4 Letter to client
confirming Notice of
Motion filed
100.00
October 12 Letter to client
attaching sol letter
and seeking
instructions
100.00
October 19 Hearing preparation 1250.00
October 22 Travel to District 200.00
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Court by taxi
October 22 Return from District
Court by train
250.00
Total 4227.00 5000.00
Balance to be held: 773 dollars
LAW & CO
Per: L Law
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© The College of Law Limited

Memo from student to lecturer
MEMO
From : [insert your name]
To : [insert lecturer’s name]
Subject : Reasons for inclusion or omission of items in itemised bill
The following items listed in the time costing print out have been omitted from or changed in the itemised bill set out
above for the reasons set out below.
Item no. in
costs printout Reason for deletion or change
2 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
3 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
4 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
5 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
7 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
8 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
10 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
11 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
12 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
13 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
14 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
15 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
16 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
17 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
21 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
22 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
2566977591760602473.docx Page 5 of 7
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Item no. in
costs printout Reason for deletion or change
23 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
24 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
25 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
26 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
27 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
28 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
29 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
30 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
34 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
35 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
36 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
37 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
39 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
40 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
41 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
42 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
43 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
44 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
46 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
47 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
49 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
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Item no. in
costs printout Reason for deletion or change
51 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
52 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
53 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
54 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
55 Unreasonable as per Section 172 of the Legal Profession Uniform Rules of New South Wales
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