Fee proposals that convert: structure, deadline and follow-up

Many firms send the proposal and wait. Without a reply, they assume the client gave up. In reality, many proposals go unanswered because of a lack of clarity or follow-up — not because of price.

Structure of a good proposal

1. Understanding of the problem in a few lines, showing the case was understood;
2. Scope of work: what's included and what isn't;
3. Expected stages and estimated timelines, with no promise of results;
4. Fees and payment terms;
5. Validity of the proposal;
6. A clear next step: "to get started, just sign the digital agreement".

Common mistakes

• Overly technical text;
• Vague scope, which leads to disputes later;
• No expiry date;
• No follow-up after sending.

Follow up methodically

• Send it the same day as the consultation, while interest is high;
• Follow up two or three days later to answer questions;
• Record the reason when the proposal isn't accepted.

Make the decision easy

An agreement ready for electronic signature, convenient payment methods and a direct channel for questions shorten the distance between "yes" and the start of the work.

How IntegraLegal solves this

In IntegraLegal, proposals live in the CRM Hub, linked to the opportunity and the client, with automatic follow-up tasks. Once the proposal is accepted, the agreement is generated from a template and sent for digital signature, and the down-payment charge can be issued right after.

Turn more proposals into agreements: try it free for 7 days.

Read also

• Pricing legal services: how to set fees with confidence
• Fee agreements: clauses that prevent conflicts with clients
• Smart workflow: the sales funnel that works on its own

Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.