Case Funding Calculator

Use this calculator to estimate the proceeds remaining after legal costs and funding.

Budget Assumptions

All Excluding VAT, at Full Rates and Excluding Fees at Risk

Lawyer Fees

Counsel Fees

Other Disbursements

Miscellaneous

Contingency Budget

Total Budget at Full Rates (exc. VAT)

Upfront ATE Premium
(inc. AAE and IPT)

Total Budget (inc. VAT)

Lawyer & Budget Factors

Lawyer contingency
(at risk)

Lawyer Uplift

Counsel Contingency
(at risk)

Counsel Uplift

Applicable VAT / Tax

Estimated Total Budget Utilised

Year 1 - %age Utilised

Year 2 - %age Utilised

Year 3 - %age Utilised

Year 4 - %age Utilised

Other Assumptions

Funding Pricing

Excluding upfront and/or AAE premia.

Year 1 Multiple

Year 2 Multiple

Year 3 Multiple

Year 4 Multiple

ATE Cover Limit and Upfront Premia

Excluding upfront and/or AAE premia.

ATE LOI

Upfront ROL

AAE Premium

IPT

Deferred and Contingent ATE Pricing

Excluding upfront and/or AAE premia.

Year 1

Year 2

Year 3

Year 4

Total Costs to the Client

Year 1

Year 2

Year 3

Year 4

Funder Capital Repayment

Year 1

Year 2

Year 3

Year 4

Deferred and Contingent ATE Premium

Year 1

Year 2

Year 3

Year 4

Funder Return

Year 1

Year 2

Year 3

Year 4

Lawyer Contingency + Uplift

Year 1

Year 2

Year 3

Year 4

Counsel Contingency + Uplift

Year 1

Year 2

Year 3

Year 4

Total Cost to the Litigant
(inc. VAT and legal team's fees at risk)

Year 1

Year 2

Year 3

Year 4

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Total Proceeds Outcome

Year 1

Year 2

Year 3

Year 4

Recoveries

Quantum

Year 1

Year 2

Year 3

Year 4

Recovered Costs

Year 1

Year 2

Year 3

Year 4

Total Recoveries

Year 1

Year 2

Year 3

Year 4

Waterfall

1. Funder Capital Repayment

Year 1

Year 2

Year 3

Year 4

Amount Remaining after Tier 1

Year 1

Year 2

Year 3

Year 4

2i. Deferred and Contingent ATE Premium

Year 1

Year 2

Year 3

Year 4

2ii. Funder Return

Year 1

Year 2

Year 3

Year 4

Amount Remaining after Tier 2

Year 1

Year 2

Year 3

Year 4

3i. Lawyer Own Fees Contingency + Uplift

Year 1

Year 2

Year 3

Year 4

3ii. Counsel Own Fees Contingency + Uplift

Year 1

Year 2

Year 3

Year 4

Total Proceeds remaining for Litigants

Year 1

Year 2

Year 3

Year 4

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