What is the Costs Lawyer Handbook?

The Costs Lawyer Handbook contains the core regulatory rules that apply to all Costs Lawyers. If you are new to the Costs Lawyer Handbook, we suggest you start by looking at the Costs Lawyer Code of Conduct, which establishes the principles of professional conduct by which Costs Lawyers must abide.

There are additional CLSB rules that are not contained in the Costs Lawyer Handbook, because they are only relevant in certain situations and do not apply to everyone. These include the Training Rules, the Accredited Costs Lawyer Rules and the Mutual Recognition Rules.

The Costs Lawyer Handbook also contains guidance notes covering a variety of topics. The content of the Costs Lawyer Handbook (i.e. the regulatory rules and guidance notes) can be accessed using the links below.

Regulatory rules

Icon

Code of Conduct 208.89 KB

Sets out the seven principles of professional conduct
Icon

Practising Rules 392.85 KB

Establish the criteria for practising as a Costs Lawyer.
Icon

Continuing Professional Development (CPD) Rules - effective to 31 December 2020 342.57 KB

Contain requirements for continual learning.
Icon

Continuing Professional Development (CPD) Rules - effective from 1 January 2021 259.27 KB

Contain requirements for continual learning.
Icon

Disciplinary Rules and Procedures 348.20 KB

Specify the processes for handling breaches of the regulatory rules.

    Guidance

    The Costs Lawyer Handbook also contains guidance notes on various topics. These are designed to:

    • help Costs Lawyers meet their regulatory obligations in practice;
    • help the public understand what they can expect from a Costs Lawyer;
    • clarify a Costs Lawyer’s responsibilities under our regulatory rules or under other laws and regulations.

    The guidance notes are intended for interpretive purposes; they are not a statement of the law and they do not replace our regulatory rules.

    Icon

    Anti-Money Laundering 452.05 KB

    21 July 2020
    Icon

    Client Care Letters 558.94 KB

    24 October 2018
    Icon

    Complaints Procedures 558.73 KB

    24 February 2020
    Icon

    Conditions on Practising 484.26 KB

    21 July 2020
    Icon

    Conflicts of Interest 415.78 KB

    11 October 2016
    Icon

    Contingency Retainers (CFAs and DBAs) 481.56 KB

    20 October 2020
    Icon

    Continuing Professional Development (CPD) - effective from 1 January 2021 551.96 KB

    1 January 2021
    Icon

    Continuing Professional Development (CPD) - effective to 31 December 2020 485.78 KB

    26 April 2019
    Icon

    Continuing Professional Development (CPD): Suggested template for planning and recording CPD - effective from 1 January 2021 38.49 KB

    1 January 2021
    Icon

    Cost Transparency 424.25 KB

    26 April 2019
    Icon

    Costs Lawyers in SRA Regulated Firms 423.27 KB

    22 April 2020
    Icon

    Executing Legal Documents and Right to Administer Oaths 476.78 KB

    18 July 2018
    Icon

    Handling Client Money (Principle 3.6) 489.52 KB

    20 October 2020
    Icon

    Indemnity Insurance 469.62 KB

    21 July 2020
    Icon

    Referral Arrangements and Referral Fees 437.26 KB

    20 October 2020
    Icon

    Reserved Legal Activity Rights 537.19 KB

    24 February 2020
    Icon

    Retention of Client Data and Files 393.51 KB

    21 July 2020
    Icon

    Vulnerable Consumers 438.69 KB

    11 October 2016
    Icon

    Working as a Costs Lawyer Outside England and Wales 424.48 KB

    25 April 2018