A legal quote clarification log records the questions that remain after you receive a service proposal. Its purpose is to turn verbal explanations into a traceable set of answers before acceptance. Use it when the quotation is already in hand and you need to establish precisely what the provider has agreed to deliver.
Build a Legal Quote Clarification Log
Give each question a reference number. Copy the relevant quotation clause, describe the uncertainty, identify the person answering and record the answer date. Keep the final written answer with the accepted quotation or engagement documents. A response in a meeting can start the discussion, but the log should point to the agreed wording that will govern the work.
| Item | Question to resolve | Evidence to keep |
|---|---|---|
| Deliverable | What finished document or result will be delivered? | Written description and acceptance point |
| Exclusion | Which additional work sits outside the price? | Express exclusion and change procedure |
| Dependency | What must the client or another professional supply? | Named input and responsible person |
| Fee change | What event changes the quoted amount? | Revised quote or written approval |
What Should I Clarify Before Accepting a Quotation?
Before approving the engagement, confirm what happens if the underlying facts change.
For example, ask whether another quotation may be needed if:
- an additional company or shareholder is added
- new business activities are introduced
- a second property or project location is added
- the contract requires substantial commercial renegotiation
- another licence is identified during the process
- documents need translation, legalization or additional verification
- information supplied by the client needs correction
These questions are not about making a quotation unnecessarily complex. They prevent different assumptions from being discovered only after work has started.
You should also confirm the next action after accepting the quotation: what information must be sent, which documents must be signed, whether an advance payment applies, and which event starts the work.
Close Answers Through the Agreed Documents
Classify answers as resolved, awaiting confirmation or requiring a revised proposal. Do not mark an issue resolved merely because the provider acknowledged the question. If an answer changes the deliverable, price, expected sequence or responsibility, ask where the change is reflected in the documents you will accept.
For example, an additional company record may require work beyond the proposed filing. The useful answer identifies the extra task, what triggers it, who authorizes it and how it will be priced. This is different from a general statement that the provider will help where needed.
Use the Log When the Scope Changes
Keep later scope changes in the same record, with a clear link to the original question. Note the instruction, the agreed adjustment and which earlier document is superseded. This helps the business reconcile the final invoice and completed work with the instructions actually given.
Before signing, review unresolved questions with the person authorized to accept the engagement. Decide whether the point must be settled first, can be recorded as an explicit assumption, or requires the scope to be separated into phases.
Final Review Before Acceptance
- Every material exclusion has a written explanation.
- Fee-changing events and authorization steps are clear.
- The agreed deliverables can be identified objectively.
- Open dependencies have named owners.
- The accepted document reflects the answers relied on.
Once legal quotation comparison has identified a preferred proposal, use the log to settle the questions that remain before accepting that particular scope.
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Conclusion
Use the legal quote clarification log to turn the issues described above into a controlled file with identifiable evidence, responsible people and clear next actions. Confirm what the review has established, keep unanswered questions visible and obtain the appropriate professional input before relying on an unresolved assumption.
Bali Legal ID can help scope the relevant business legal-support scoping. Share the company or transaction objective and the records already available so the required work, responsibilities and deliverables can be identified.
FAQ legal quote clarification log
Is a clarification log the same as comparing several quotations?
No. Comparison selects between proposals. The log resolves the meaning and outstanding conditions of a particular proposal before acceptance.
Can the log replace the engagement terms?
It should be linked to the accepted documents. Ask the provider how agreed answers are incorporated into the engagement.
What if the answer changes the price?
Keep the revised amount, the reason, and the required approval with the final scope before instructing the additional work.
References and Sources
AHU information on limited liability companies provides official background for the relevant administrative or professional context. This checklist organizes the records and questions to discuss for the actual engagement.