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Case study

NFP Legal Team of 4 Services a 600-Staff Charity

4 in-house lawyers
Melbourne, VIC (national remit)
Charity Governance
Grants
Employment
Privacy
The outcome

A 4-lawyer in-house legal team at a national not-for-profit with 600 staff and volunteers uses Quillio for ACNC Governance Standards compliance, government grant agreement review (federal and state), Fair Work Act 2009 (Cth) employment matters under the Social, Community, Home Care and Disability Services Award, charity tax under the ITAA 1997 Division 50, DGR and PBI endorsement maintenance, Privacy Act 1988 (Cth) compliance, and program contract review. Outside counsel spend is down 60% and the internal service level has improved.

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The challenge

What they were trying to solve

Not-for-profit legal teams run lean against demand that looks like a mid-tier law firm — grants teams need contract review, program teams need partnership agreements, HR needs employment advice, the CEO needs governance advice for the board, and the privacy officer needs notifiable data breach readiness. The team of four was triaging by urgency and outsourcing the overflow to panel firms at pro-bono rates the firms were increasingly reluctant to sustain.

The solution

Why Quillio

Quillio was configured with the Australian Charities and Not-for-profits Commission Act 2012 (Cth) and ACNC Governance Standards, Corporations Act 2001 (Cth) for the NFP's company limited by guarantee structure, ITAA 1997 Division 50 and 30 (DGR), Fair Work Act 2009 (Cth) and the SCHADS Award, Privacy Act 1988 (Cth), relevant state incorporated associations legislation, and the federal grant agreement templates (Commonwealth Standard Grant Conditions). Advice now turns around in days rather than fortnights.

Implementation

Eight-week pilot across the four lawyers with explicit pro-bono workload tracking to the board. Grant agreement review workflow added in month two. Employment triage added in month three, including a specific module on the 2024 SCHADS Award changes and right-to-disconnect.

Results

Measurable outcomes

Down 60%
Outside counsel spend

Across grant review, employment, and commercial matters previously outsourced

10 days → 2 days
Advice turnaround

For internal legal requests across the charity

+120%
Grant agreements reviewed

Same team, more grants assessed within funder deadlines

Quarterly
ACNC governance check

Previously annual or ad-hoc — now a proper cycle with board reporting

Down 50%
Board papers prepared

Time to prepare legal section of board papers

"
We're a charity — every dollar we save on outside counsel is a dollar that goes into programs. Quillio has let us stop apologising to the board for the legal budget. The four of us now service the charity better than we did when we had three panel firms behind us on retainer.
Catherine B.
General Counsel · National NFP In-House Legal Team (anonymised)
In their day

How it works in practice

ACNC Governance Standards and annual reporting, grant agreement review against Commonwealth Standard Grant Conditions, Fair Work Act 2009 (Cth) employment matters under the SCHADS Award, charity tax endorsement maintenance under ITAA 1997 Division 50, DGR and PBI compliance, Privacy Act 1988 (Cth) including 2024 amendments, program partnership agreements, and Corporations Act / incorporated associations governance.

What they avoided

Either expanding the team (board would not approve in the current funding environment) or continuing to lean on pro-bono panel arrangements at a level the firms were signalling was unsustainable.

Questions

Case study FAQs

Is there pricing support for NFPs?

Quillio offers reduced pricing for registered charities and not-for-profits. Ask about NFP pricing when you start a trial.

Does it cover ACNC compliance?

Yes — ACNC Governance Standards 1-6, annual information statement preparation support, and the interaction with company limited by guarantee or incorporated association structures.

What about DGR and charity tax?

Yes — ITAA 1997 Division 50 income tax exemption, Division 30 DGR endorsement, PBI status, and the FBT charity concessions under the FBT Assessment Act 1986.

Can it handle the SCHADS Award?

Yes — the Social, Community, Home Care and Disability Services Industry Award 2010 including recent amendments, broken shift provisions, and the 2024 right-to-disconnect changes.

Does it work for grant compliance?

Yes — Commonwealth Standard Grant Conditions, Commonwealth Grants Rules and Principles, and state equivalents, including variation and acquittal workflow.

Run the same pilot.

Not-for-profit and charity in-house teams should trial Quillio on grant review and governance matters — the cost case is usually clear within weeks because outside counsel spend is the dominant budget line. Start a free trial or ask about NFP pricing.

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