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

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Code of Conduct 208.89 KB

Sets out the seven principles of professional conduct
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Practising Rules 285.18 KB

Establish the criteria for practising as a Costs Lawyer. Currently under review, new rules will be implemented in 2020
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Continuing Professional Development (CPD) Rules 342.57 KB

Contain requirements for continual learning. Currently under review, new rules will be implemented in 2020
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Disciplinary Rules and Procedures 125.43 KB

Specify the processes for handling breaches of the regulatory rules. Currently under review, new rules will be implemented in 2020

    More information about rules that are currently under review can be found on our Consultations page.

    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.

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    After the Event (ATE) Insurance 417.16 KB

    10 April 2013
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    Client Care Letters 558.94 KB

    24 October 2018
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    Complaints Procedure 558.73 KB

    24 October 2018
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    Conflicts of Interest 415.78 KB

    11 October 2016
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    Continuing Professional Development (CPD) 485.78 KB

    Currently under review, new rules and guidance will be implemented in 2020 26 April 2019
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    Cost Transparency 424.25 KB

    26 April 2019
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    Damages Based Agreements (DBAs), Conditional Fee Agreements (CFAs) and Success Fees 472.91 KB

    10 July 2013
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    Equality and Diversity 472.09 KB

    26 April 2019
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    Executing Legal Documents and Right to Administer Oaths 476.78 KB

    18 July 2018
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    Insurance 463.83 KB

    22 April 2014
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    Anti-Money Laundering 425.87 KB

    31 October 2011
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    Handling Client Money (Principle 3.6) 458.92 KB

    24 October 2018
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    Referral Fees, Referral Arrangements and Fee Sharing 404.76 KB

    3 October 2012
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    Retention of a Client’s File 434.09 KB

    16 July 2014
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    Reserved Legal Activity Rights 537.19 KB

    18 July 2018
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    Vulnerable Consumers 438.69 KB

    11 October 2016
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    Working as a Costs Lawyer Outside England and Wales 424.48 KB

    25 April 2018