Invoice example · Legal services

Law Firm Invoice Template: Litigation Matter

A 4-page law firm invoice: fees by timekeeper, disbursements, retainer applied from trust, balance due, detailed time entries with task codes, and terms.

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At a glance

This invoice in numbers

About this example

This example is the monthly statement a New York law firm sends a robotics company for a supply contract dispute: October's work by a partner, an associate and a paralegal on the complaint, the exhibits, the filing and the first document requests, plus the court fee, courier and document hosting costs.

Clients and their general counsel read a legal bill line by line, so this one follows the conventions they expect. The first page names the matter, the billing period, the billing partner and the terms, and lists professional fees by timekeeper with hours, hourly rate and a one-line summary of the work. Disbursements follow at cost. A trust account table applies the retainer held in trust, shows the balance due and the trust balance left, and asks for the retainer to be topped up as the engagement letter provides. The time entries are listed by date, timekeeper and task code, with totals that match the fee lines, and the statement closes with payment instructions that keep the operating and trust accounts apart, and terms on billing, disbursements and fee disputes.

Who it is for

Law firms, solo attorneys and other professionals who bill clients by the hour against a retainer held in trust.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • Matter, billing period, billing partner and terms
  • Fees by timekeeper with hours and rates
  • Disbursements at cost
  • Retainer applied from trust and the balance due
  • Time entries by date, timekeeper and task code
  • Payment instructions for operating and trust accounts, and terms

How to adapt it

  • Make the time entry totals match each timekeeper's fee line
  • Show the trust balance before and after the retainer is applied
  • Keep payment instructions for the trust account separate
  • Use the fee dispute wording your state's rules require

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