Billing process for professionals of the legal industry is diverse. Some charge by the hour, some charge by the minute, and some even charge a fixed amount for each job. In every case, a bill or an invoice is to be prepared and having a professional billing template increases the confidence of the customers in the legal service providing firm or professional.
5 Steps to Write a Legal Bill
Step 1: Mention Details of Services Provided
Legal services range from general counsel to representing a client in court and even drafting legal documents. Be sure to mention even the smallest work done in the invoice. If you provide counsel on a phone call, mention it in the invoice. This keeps the picture clear for the client while billing them and also avoids any monetary losses for you.
Step 2: Tax Breakup Is a Must
Taxes are a problem and you need to be upfront about charging them. If you yourself pay the taxes, then no need to mention them. But if you ask your clients to pay them, then you should give a tax breakup. This transparency goes a long way in cementing the relationship between you and the client.
Step 3: Font and Text Color
Invoices should be mostly in black colored text. The font type should be easy to read and understand. Fancy fonts create ambiguity. Design of the bill can be artistic but the text in it should be legible. Also, mention all the details of the client so it is easy to identify to which client the invoice belongs to. It later helps in auditing.
Step 4: Tables for Work Description
You may have provided a lot of small services to your client. A table is much suited in such cases to give the list of services. It keeps the text in a proper format and does not ruin the alignment of other sections and texts. Though tables occupy more space, they also give an organized look to your bill.
Step 5: Your Logo and Stamp
Your or your firm’s logo, registration details, etc. are an important part of your bill. Mentioning them gives authenticity and credibility to your bill. Stamping your bill is a good practice. In case of computer generated bill, place a digital signature on it. It is also helpful during auditing or during any legal issues cropping up later on.
9+ Legal Billing Templates
1. Elegant Legal Billing Template
The blue color overlaid over a white background and the grey finish to the rows of the table immediately captures everyone’s attention. This legal invoice template throws a classy impression on your clients. You can buy this and edit it in any one of the following software – Pages, Numbers, MS Word, Google Docs, Google Sheets, and MS Excel.
2. Modern Legal Billing Template
This A4 and US Letter sized legal billing illustrator template is editable on MAC as well as Windows. Being a free template you can instantly download it, edit it and print it for your use. It has suggestive headings which help you fill content in the invoice. The fluorescent green color gives it a modern appearance.
3. Standard Legal Billing Template
If you want a reference bill for modeling your legal billing template, then go no further than this freely available PDF document. The blue and white table in this billing template goes in sync with the firm’s brand colors. This three-page billing template has a separate table for any additional expenses borne by the legal firm.
4. Medical-Legal Report Billing Template
Many times legal consultants have to render services to the medical field. In such cases, you can use this blank invoice template for preparing your bill/invoice. It acts as a letter cum bill thus helping in better explaining the nature of work and service rendered. This also enables mentioning the acceptable mode of payment and other terms and conditions, if there are any.
5. Legal Billing Template For Divorce Proceedings
Right at first glance, this minimalist design legal billing template is bound to impress many. Using the colorful logo of the firm strategically at the top center of the page serves two purposes. Firstly, it tells about the firm, and secondly, it acts as an artistic element in this minimalist design language.
6. Legal Services Billing Template
You can download this service invoice templates for your own purpose for free. It is a two-page billing template. The unique aspect of this template is that there is a separate table for an expense which has checkboxes for various tasks like photocopying, parking expenses, postage expenses, etc. Just check the expense boxes which have been utilized. You don’t need to write anything.
7. Model Legal Billing Template
A Docx format legal billing invoice template is highly handy as you can simply replace the reference text with your own. This model legal bill has a table to list all the services provided. But since the table borders have been removed, it gives a completely unique formatting look to the template.
8. Sample Legal Billing Template
Do you have a letterhead for your firm? Then use this sample invoice templates to print your bill on that letterhead. This is a MS Word document which can be customized as per your specifications. If you do not have a letterhead, you can simply create it in this template by filling in the text at the place which is marked ‘[Law Firm Letterhead]’. It also serves as a guide to create your own billing template.
9. Ideal Legal Billing Template
When starting your own law firm, this document will act as your guide in creating various forms which serve different needs. The sample general invoice template in this guide has independent sections to record legal services provided and costs incurred in pursuance of the services. It also mentions of unpaid bills at the end of the bill.
10. Itemized Legal Billing Template
There are two templates available in this freely downloadable PDF document. One is an itemized legal invoice template that specifies the work done in detail in a table. The second is a letter like billing template which mentions briefly in a paragraph format about the services provided and the amount due.