Close the Circle®
Close the Circle®
You wouldn’t drive a brand-new car without a seat belt, air bag or proper brakes, and with no knowledge of how to drive, so why take similar risks with your business?
What your documents should do
Your engagement letters, terms of business, and supporting policies should protect you, your staff, and your clients. Done well, they should help your business run smoothly and profitably, without constant firefighting or unnecessary distractions. But if yours are out of date, generic, or unsupported by the right processes, you could find they’re hurting your business more than you realise.
When things go wrong
Weak or outdated documents leave you exposed to major risks: lost profits from scope creep and unrecovered fees, liability caps struck out leaving you with unlimited liability, regulatory breaches with serious repercussions for both your firm and your staff, and disputes escalating because your protections don’t work in practice.
The long-term impacts can be devastating, with higher insurance premiums, wasted management time, damaged client relationships, and risks that could threaten the future of your business.
Our solution – Close the Circle®
Close the Circle® was created to re-engineer your engagement documents and supporting processes, so they work for your business and help it grow profitably. With years of specialist experience working with professional firms, insurers, and regulators, we provide the protections and processes you need, in a practical, affordable way.
We know the biggest barriers to updating your engagement documents are time and cost, which is why we’ve developed a package of fixed-price services. These start from £900 + VAT (further details below), so you can choose the areas that matter most now, add more later, and always know the cost upfront. If fixed-price services don’t suit your practice, we’ll be happy to provide a tailored quote instead.
Fixed Price Services – Transparency and Control
Our prices are as set out in the table below and are fixed and clear so that you have transparency and clarity over the fee.
| Service | Fixed Price |
|---|---|
| Terms of Business | £2,200 + VAT |
| Complaints Policy, Process, Guidance & Log | £1,250 + VAT |
| Liability Cap Policy, Process & Guidance | £1,250 + VAT |
| Scope Creep Policy, Process & Guidance | £900 + VAT |
| Engagement Letter & Fee Schedule* | £900 + VAT |
| Schedule of Services | £900 + VAT per completed schedule |
| Consumer Engagement Letter, Policy, Process & Guidance | £900 + VAT |
| Terms of Business + Complaints Policy | £3,250 + VAT (save £200) |
| Terms of Business + Liability Cap Policy | £3,250 + VAT (save £200) |
| Terms of Business + Complaints Policy + Liability Cap Policy | £4,300 + VAT (save £400) |
| Terms of Business + Complaints Policy + Liability Cap Policy + Scope Creep Policy + Engagement Letter + Schedule of Services | £6,000 + VAT (save £1400) |
Individual Services
- Terms of Business
- Complaints Policy, Process, Guidance & Log
- Liability Cap Policy, Process & Guidance
- Scope Creep Policy, Process & Guidance
- Engagement Letter & Fee Schedule
- Schedule of Services
- Consumer Engagement Letter, Policy, Process & Guidance
Find out more
See the full list of services, packages, and pricing options in our brochure below, and watch our video to learn more.