![]() Make sure your client knows how to pay the invoice. Step 7 – Indicate Accepted Payment Methods Installment plans or progress payments should be clearly outlined, with the total owed, amount paid to date, and remaining balance. A lawyer or attorney invoice needs to reflect the correct billing method. Step 6 – Indicate the Billing MethodĪ lawyer may provide legal services on a contingency fee, flat fee, retainer, or hourly basis. It also shows retainer and contingency clients that you’re actively working on their cases. Including this information in your periodic invoices provides a clear explanation of hourly charges. Whether you’re on a retainer agreement, hourly arrangement, or contingency case, you should always maintain a log of hours and expenses. Step 5 – Include a Log of Hours and Expenses Your invoice should still outline the legal matter being addressed, including case numbers, claim numbers, involved parties, and other identifying information. Step 4 – Note the Legal Matter Being AddressedĪ legal contract should already be in place by the time you begin invoicing for legal services. This helps you avoid questions about who is responsible for the legal charges denoted in the invoice. Your client’s name, address, phone number, email, and other contact information should be clearly delineated in the invoice. You can populate your invoice template with your law firm’s name and address and tailor the details to the specific attorney working on the matter. Step 3 – Enter Client and Lawyer Information A clear invoice date also allows you to calculate late fees and interest when necessary. Dating an invoice helps the client know when their payment is due. A unique invoice number lets you and your client track whether payment has been made. Tracking invoices is critical for both the attorney and their client. Step 2 – Add the Invoice Date and Unique Invoice Number When clients know what to expect, there is less potential for misunderstandings or conflicts that could harm the attorney-client relationship.Ī standardized legal invoice template also reduces the amount of time you might spend creating an invoice from scratch for every client. Here’s an overview of how to bill for your legal services: Step 1 – Download a Lawyer/Attorney Invoice TemplateĪ quality lawyer/ attorney invoice template can help you maintain a consistent, professional demeanor.
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