Legal Services Invoice Template

A legal invoice is read line by line, so every entry should say when the work was done, who did it, what it was, and how long it took. This template bills a month on a lease matter in tenths of an hour, lists costs at cost, and applies the client's advance deposit held in trust before showing the balance.

  • Professional services
  • Costs at cost
  • Trust deposit
  • Online payment by card or bank transfer
Free, no account needed to start. Not legal advice.

Use it each month for an hourly matter, or adapt it for a flat fee or limited scope engagement.

The full template

Every line, price, and note is yours to change when you use the template in Clientary, and your client's details fill in from their record.

In the editor, the totals add up as you type. Once you send it, your client pays online by card or bank transfer. Edit this template online

Office Lease Negotiation

Professional services and costs for October on your office lease matter. Time is recorded in tenths of an hour by each person who worked on it: JL (partner), MR (associate), and TK (paralegal). The remaining balance of your advance deposit is applied below.

Professional services
Oct 3, JL: Review lease draft and prepare issues list (1.6)$560.00
Oct 6, MR: Research exclusivity and co-tenancy clauses (2.2)$495.00
Oct 8, JL: Call with client to review issues list (0.8)$280.00
Oct 10, MR: Draft lease comments and redline (3.4)$765.00
Oct 13, JL: Revise redline and send to landlord's counsel (1.2)$420.00
Oct 20, JL: Negotiation call with landlord's counsel (1.5)$525.00
Oct 22, TK: Prepare execution version and signature pages$125.00
Costs at cost
Oct 14, Courier to landlord's counsel$38.50
Oct 21, Lien and judgment search$185.00
Trust deposit
Applied from advance deposit held in trust-$2,500.00
Total$893.50

Notes

The balance is due within 30 days. You can pay online by card or bank transfer from this invoice.

As set out in our engagement letter, please also bring your advance deposit back to $5,000. Questions about any entry? Let us know within 30 days and we'll review it with you.

How to use this template in Clientary

  1. Edit it online. Change any line item, price, or note, or add your own. No account needed.
  2. Preview it as your client will see it. Fill in who it's for and pick a design.
  3. Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your invoice is waiting in your new account with your client's details filled in.
  4. Send it to be paid. Your client pays online, and you can see when it's viewed and paid.

Learn more about invoicing in Clientary.

Frequently asked questions

What should a legal invoice include?

The matter, each time entry with its date, timekeeper, description, hours, and rate, costs listed separately, any payments or deposits applied, and the balance due. Some clients and states have further requirements, so check yours.

How is a trust deposit shown on an invoice?

Commonly as a credit line applying funds from the client's advance deposit to the invoice, with the balance due after it. The transfer from the trust account itself must follow your state's rules for client funds.

Is this legal services invoice template free?

Yes. Read and copy the full text on this page, or edit it online and see it as your client will. When it's ready, start a free Clientary trial to send it or download it as a PDF.

Has a lawyer reviewed this template?

No. It's a general starting point written by Clientary, not legal advice, and it hasn't been reviewed by a lawyer for your situation or the laws where you and your client work. Have your own counsel review it before you use or sign it.

More templates for law firms

Proposal · Law firms

Legal Services Proposal Template

Use it when a business without in-house counsel asks how your firm would handle its day-to-day legal work, and what it would cost.

Contract · Law firms

Flat Fee Engagement Letter Template

Use it for a well-defined matter you handle for a set fee, such as forming a company, once your conflict check is complete.

Contract · Law firms

Hourly Engagement Letter Template

Use it when a client hires your firm for a matter billed by the hour, once your conflict check is complete.

Contract · Law firms

Limited Scope Engagement Letter Template

Use it when a client wants help with one part of a matter, such as reviewing a contract before signing, and will handle the rest themselves.

Estimate · Law firms

Legal Fee Estimate Template

Use it when a client asks what a transaction or matter is likely to cost before they engage you.