Step 12: Fill out the subtotal row under the Amount column by adding all the numbers in the Amount column.If your rates vary across the services you provide, leave this blank to avoid confusion. Step 11: Fill out the subtotal row under the Rate column with your rate.Step 10: Fill out the subtotal row under the Hours column with the total number of hours you worked.Step 9: Total up each row into the Amount column.Step 8: Add your rate for each service(s).Step 7: Add how many hours you spent on each service(s).Step 6: Add a detailed description of the services you provided to the client.Step 5: Fill out the “Service provider” portion with your details.Step 4: Fill out the “Billed to” portion with your client details.Step 3: Change the payment due date to the deadline you’d like to set.Step 2: Change the issue date to the date you’re sending the invoice.Numbered invoices help you track how many invoices you sent out and which ones your clients have paid. The legal billing template above is actually very straightforward to use.
We’ve also included step-by-step instructions below on how to use and personalize the template to your needs. Use this legal billing template to help you get started. For example, Iowa will not allow you to charge more than 5% of the outstanding balance on a delinquent bill. If you choose to charge your clients a late fee based on a percentage of the total sum, check your local jurisdiction for potential restrictions.
Subtotal for all services, plus taxes: The total amount your client owes for each service(s) added up, including the corresponding percentage of services tax.Total due for each service(s): The total amount your client owes based on the itemized list and billing rate for each service(s) you provided.Billing rate for each service: How much you are charging for the service line item(s) according to the rate communicated.
Itemized list of service(s): The breakdown of service(s) you provided to your client.Date of issue: The date you are sending the invoice.Typically an invoice is addressed to your point of contact, but some clients may give you a billing contact. Client details: This will vary depending on your client.Law firm details: Your identifying details-including firm name, phone number, email address, and physical address.But all law firm invoices should address the following general elements: What goes into a law firm invoice?īilling processes may look a little different depending on the client and practice area.
We’ve included a free legal billing template for you to reference. Read on to understand how to set up an effective billing process. Also, clients will find it easier to know what to expect when processing your invoices. In fact, standardizing your process with a legal billing template will help cut down on non-billable hours. With the right workflows in place, billing your clients is quick and easy. Using a legal billing template helps bridge this gap, which means more potential revenue coming in for hours already worked. The problem with billing is that it’s time-consuming and takes lawyers away from doing actual legal work. However, according to Clio’s 2020 Legal Trends Report, billable hours only make up 31% of a lawyer’s workday. Most lawyers get into the legal profession to practice law, not handle billing and other administrative tasks.