General Terms of Business
1. Billing Arrangements
Our usual policy is to issue a tax invoice on a monthly basis but we may issue tax invoices on a more frequent basis depending on the nature of the work. All tax invoices are due and payable 14 days from the date of the tax invoice. You consent to us sending our tax invoices to you electronically at your usual email address or mobile phone number as specified by you.
2. Acceptance of Offer
You may accept the Costs Disclosure and Costs Agreement by:
a) signing and returning this document to us or:
b) continuing to instruct us. Upon acceptance you agree to pay for our services on these terms.
3. Interest Charges
Interest at the maximum rate prescribed in Rule 75 of the Legal Profession Uniform General Rules 2015 (“Uniform General Rules”) (being the Cash Rate Target set by the Reserve Bank of Australia plus 2%) will be charged on any amounts unpaid after the expiry of 30 days after a tax invoice is given to you. Our tax invoices will specify the interest rate to be charged.
4. Recovery of Costs
The Legal Profession Uniform Law (NSW) (“the Uniform Law”) provides that we cannot take action for recovery of legal costs until 30 days after a tax invoice (which complies with the Uniform Law) has been given to you.
5. Your Rights
It is your right to:
negotiate a costs agreement with us;
negotiate the method of billing (e.g. task based or time based);
receive a bill from us and to request and receive an itemised bill within 30 days after a lump sum bill or partially itemised bill is payable;
seek the assistance of the designated local regulatory authority (the NSW Commissioner) in the event of a dispute about legal costs;
be notified as soon as is reasonably practicable of any significant change to any matter affecting costs;
accept or reject any offer we make for an interstate costs law to apply to your matter; and
notify us that you require an interstate costs law to apply to your matter.
If you request an itemised bill and the total amount of the legal costs specified in it exceeds the amount previously specified in the lump sum bill for the same matter, the additional costs may be recovered by us only if:
(i) when the lump sum bill is given, we inform you in writing that the total amount of the legal costs specified in any itemised bill may be higher than the amount specified in the lump sum bill, and
(ii) the costs are determined to be payable after a costs assessment or after a binding determination under section 292 of the Uniform Law.
Nothing in these terms affects your rights under the Australian Consumer Law.
6. Your Rights in relation to a Dispute concerning Costs
If you have a dispute in relation to any aspect of our legal costs you have the following avenues of redress:
in the first instance we encourage you to discuss your concerns with us so that any issue can be identified and we can have the opportunity of resolving the matter promptly and without it adversely impacting on our business relationship;
you may apply to the Manager, Costs Assessment located at the Supreme Court of NSW for an assessment of our costs. This application must be made within 12 months after the bill was provided or request for payment made or after the costs were paid.
7. Payment Methods
It is our policy that, when acting for new clients, we do one or more of the following:
ask the client to pay monies into our trust account;
ask the client for their credit card details.
Unless otherwise agreed with you, we may determine not to incur fees or expenses in excess of the amount that we hold in trust on your behalf or for which credit is approved.
8. Authorisation to Transfer Money from Trust Account
You authorise us to receive directly into our trust account any judgment or settlement amount, or money received from any source in furtherance of your work, and to pay our professional fees, internal expenses and disbursements in accordance with the provisions of Rule 42 of the Uniform General Rules. A trust statement will be forwarded to you upon completion of the matter.
9. Retention of Your Documents
On completion of your work, or following termination (by either party) of our services, we will retain your documents for 7 years. Your agreement to these terms constitutes your authority for us to destroy the file after those 7 years. The authority does not relate to any documents which are deposited in safe custody which will, subject to agreement, be retained on your behalf indefinitely. We are entitled to retain your documents while there is money owing to us for our costs.
You will be liable for the cost of storing and retrieving documents in storage and our professional fees in connection with this.
10. Termination by Us
We may cease to act for you or refuse to perform further work, including:
while any of our tax invoices remain unpaid;
if you do not within 7 days comply with any request to pay an amount in respect of disbursements or future costs;
if you fail to provide us with clear and timely instructions to enable us to advance your matter, for example, compromising our ability to comply with Court directions, orders or practice notes;
if you refuse to accept our advice;
if you indicate to us or we form the view that you have lost confidence in us;
if there are any ethical grounds which we consider require us to cease acting for you, for example a conflict of interest;
for any other reason outside our control which has the effect of compromising our ability to perform the work required within the required timeframe; or
if in our sole discretion we consider it is no longer appropriate to act for you; or
for just cause.
We will give you reasonable written notice of termination of our services. You will be required to pay our costs incurred up to the date of termination.
11. Termination by You
You may terminate our services by written notice at any time. However, if you do so you will be required to pay our costs incurred up to the date of termination (including if the matter is litigious, any cancellation fees or other fees such as hearing allocation fees for which we remain responsible).
Should you obtain the mobile phone number of any director, or employee of Soni Legal, you are advised that the employee is not obliged to answer your call outside of business hours or on their days off and the director may answer your call within a reasonable time outside of business hours.
Any “off-the-cuff” advice given by any director or employee outside of business hours, should be confirmed in writing to Soni Legal by the following business day before you act on such advice.
Without affecting any lien to which we are otherwise entitled at law over funds, papers and other property of yours:
(a) we shall be entitled to retain by way of lien any funds, property or papers of yours, which are from time to time in our possession or control, until all costs, disbursements, interest and other moneys due to the firm have been paid; and
(b) our lien will continue notwithstanding that we cease to act for you.
We will collect personal information from you in the course of providing our legal services. We may also obtain personal information from third party searches, other investigations and, sometimes, from adverse parties.
We are required to collect the full name and address of our clients by Rule 93 of the Uniform General Rules. Accurate name and address information must also be collected in order to comply with the trust account record keeping requirements of Rule 47 of the Uniform General Rules and to comply with our duty to the courts.
Your personal information will only be used for the purposes for which it is collected or in accordance with the Privacy Act 1988 (Cth). For example, we may use your personal information to provide advice and recommendations that take into account your personal circumstances.
If you do not provide us with the full name and address information required by law we cannot act for you. If you do not provide us with the other personal information that we request our advice may be wrong for you or misleading.
Depending on the nature of your matter the types of bodies to whom we may disclose your personal information include the courts, the other party or parties to litigation, experts and barristers, the Office of State Revenue, PEXA Limited, the Land and Property Information Division of the Department of Lands, the Registrar General and third parties involved in the completion or processing of a transaction.
We do not disclose your information overseas unless your instructions involve dealing with parties located overseas. If your matter involves parties overseas we may disclose select personal information to overseas recipients associated with that matter in order to carry out your instructions.
15. Sending Material Electronically
We are able to send and receive documents electronically. However, as such transmission is not secure it may be copied, recorded, read or interfered with by third parties while in transit. If you ask us to transmit any document electronically, you release us from any claim you may have as a result of any unauthorised copying, recording, reading or interference with that document, for any delay or non-delivery of any document and for any damage caused to your system or any files.
Where applicable, GST is payable on our professional fees and expenses and will be clearly shown on our tax invoices. By accepting these terms you agree to pay us an amount equivalent to the GST imposed on these charges.
Should any term of the Cost Disclosure and Cost Agreement or retainer, including this General Terms of Business be found to be invalid, such term, to the extent of its invalidity, shall be severed, the remainder of the agreement and General Terms of Business shall remain valid and enforceable.
18. Governing Law
The law of New South Wales governs these terms and legal costs in relation to any matter upon which we are instructed to act.
We are committed to protecting the privacy of our contacts, customers, suppliers and employees ("you" and when relating to you, "your") and complying with the Australian Privacy Principles set out in the Privacy Act 1988 (Cth) (Privacy Act).
In this policy we describe how we manage your personal information.
1. The kinds of personal information we collect
The kinds of personal information that we collect include:
(a) contact details such as name, role or position, address, email address, mobile number, landline number and fax number;
(b) information relating to your circumstances and affairs relevant to the matter/s in which we are instructed;
(c) information about your legal interests and requirements and the legal services that you may wish to purchase;
(d) information regarding our communications with you and your attendance at seminars and promotional events held by us;
(e) information regarding your financial affairs;
(f) information regarding your entity’s (company, trust, partnership, etc.) structure and information regarding any related entities;
(g) if you are an employee or prospective employee, information about your qualifications, skills and work experience;
(h) if you are a supplier or prospective supplier, information about your business skills, services, products and prices;
2. How we collect personal information
2.1 We collect personal information by various means including when:
(a) you contact us with a question or inquiry;
(b) you subscribe to our newsletter or legal updates service;
(c) you attend a seminar or event where we are hosting or presenting;
(d) you instruct us to act for you and we open a file and conduct a conflict check;
(e) our clients provide information relating to related and adverse parties relevant to the advice or services we are providing;
(f) we undertake a search or investigation;
(g) you visit our website.
2.2 Where practicable we collect personal information about you directly from you. However, we may have collected information about you from a third party such as a client, a third party information provider, the courts or a person responding to our questions or inquiries.
2.3 We are required to collect the full name and address of our clients by the Solicitors Rules made under the Legal Profession Act 2004 (NSW). Accurate name and address information must also be collected in order to comply with the trust account record keeping requirements in the Legal Profession Regulation 2005 (NSW) and to comply with our duty to the courts.
2.4 If you are a client and do not provide us with name and address information we cannot act for you.
2.5 If you do not provide us with accurate personal information we may not be able to carry out our instructions or achieve the purpose for which the information has been sought.
3. The purposes for which we collect, hold, use and disclose personal information
3.1 We collect, hold, use and personal information in order to:
(a) respond to your enquiries;
(b) provide legal services;
(c) employ competent and diligent personnel;
(d) monitor or improve the use of and satisfaction with our legal services; and
(e) let you know about legal developments, our expertise and legal services that may be of interest to you.
3.2 We disclose personal information:
(a) in order to carry out the instructions of our clients; and
(b) subject to our confidentiality obligations, when using services in support of our legal practice.
4. The parties to whom your personal information is disclosed
4.1 Subject to our confidentiality obligations, we may share some relevant personal information with:
(a) parties related to a matter you have with us, government authorities and service providers as reasonably required to carry out your instructions;
(b) our e-mail marketing provider for the purposes of providing you our newsletter, invitations and legal updates; and
(c) third party service providers who assist us with archival, auditing, accounting, legal, business consulting, website or technology services.
4.2 We also will disclose your information if required by law to do so or in circumstances permitted by the Privacy Act – for example, where we have reasonable grounds to suspect that unlawful activity, or misconduct of a serious nature, that relates to our functions or activities has been is being or may be engaged in, in response to a subpoena, discovery request or a court order.
5. Disclosure of information outside the jurisdiction of collection
5.1 Some of the third parties described above including our service providers and related bodies corporate may be in South Africa, the Philippines, New Zealand, India or the United States.
6. Opting out of marketing communications
6.1 We may, from time to time, send you newsletters, invitations and legal updates about our services. You can opt out of receiving further such communications by notifying us using our contact details below by clicking the "unsubscribe" option at the bottom of any marketing e-mail received from us.
7.1 We take reasonable physical, technical and administrative safeguards to protect your personal information from misuse, interference, loss, and unauthorised access, modification and disclosure. For example, we maintain our files in secure offices and limit access to personal information to individuals with a need to know.
8. Access/correction/updating personal information
8.1 You can contact us to access, correct or update your personal information. Unless we are subject to confidentiality obligation or some other restriction on giving access to the information and we are permitted to refuse you access under the Privacy Act, we will endeavour to make your information available to you within 30 days. Examples of circumstances where we may refuse to give you access to your personal information include where:
(a) giving access would be unlawful;
(b) we reasonably believe that giving you access would pose a serious threat to the life, health or safety of any individual or to public health or public safety;
(c) giving access would have an unreasonable impact on the privacy of others;
(d) the information could reveal the intentions of a party in negotiations;
(e) giving access could prejudice the taking of appropriate action in relation to unlawful activity;
(f) giving access could reveal evaluative information in a commercially sensitive decision making process.
8.2 If you request to correct your personal information, we will correct, or, if we consider more appropriate, note your request for amendment of the information on your record.
8.3 We will not charge you to make a request to access your record but we may charge you to actually provide access depending on the costs associated with obtaining and providing the material.
8.4 These actions can usually be taken by contacting a customer relations representative using the contact information on the "Contact Us" section below.
9. Notification of Changes
10. Complaints / Contact us
Attention: Kaveer Soni
or by calling 02 8076 6072.
We will endeavour to respond to any complaint within 30 days. If you are not satisfied with our response to your complaint you may seek a review by contacting the Office of the Australian Information Commissioner using the information available at http://www.oaic.gov.au/privacy/privacy-complaints.