How I think about — AFA Design

A good AFA survives the matter it was written for.

Alternative fee arrangements fail for predictable reasons: scope wasn't bounded, change-control wasn't priced, and the upside-share was symbolic. The fee model is doing real work only if both sides can name what triggers a renegotiation before the matter starts.

Do

Practice
  • +01

    Define the scope in deliverables, not activities

    Activities ('research', 'review') invite scope creep. Deliverables ('one round of diligence on disclosed contracts up to N') give you a renegotiation trigger.

    Source — ACC · Value-Based Fee Design

  • +02

    Price the change-control mechanism up front

    Every AFA should specify what counts as a change and how it's priced. Without it, the first surprise becomes a write-off.

    Source — BigHand · AFA Playbook

  • +03

    Tie success fees to client-defined outcomes

    If the client can't articulate what 'good' looks like at signature, the success fee is decorative. Write the metric, not the adjective.

Don't

Patterns
  • 01

    Don't agree to a fixed fee without a phase gate

    Fixed fees that span the entire matter put all the timing risk on the firm. Phase gates let both sides reset without blowing the deal.

    Source — Thomson Reuters

  • 02

    Don't cap without a collar

    A fee cap with no floor turns every efficiency gain into a client discount. The collar is what makes the cap commercially honest.

  • 03

    Don't promise 'budget certainty' as a value prop

    Clients buy budget certainty from their CFO, not their counsel. The value prop is alignment — that the firm wins when the client wins.

    Source — Altman Weil

§ References

Where this thinking comes from

  • ACCValue-Based Fee Design
  • BigHandAFA Playbook
  • Thomson ReutersAlternative Fee Trends

Synthesised from publicly available reports and commentary. All views my own.