Law Firm Invoice Template

To create an invoice, go to the Invoice sheet and select the client and matter from the dropdowns. Set the billing period and invoice number (use a consistent format such as INV-2026-0042). In the time entries table, enter each time entry: select the timekeeper from the dropdown (which auto-fills their rate), enter the date, hours, and a clear activity description. Add any flat fee charges in the flat fee section if applicable. Review the trust balance in the Trust Account Ledger and, if the client has funds available to apply, enter the trust payment amount in the totals block. Print or export to PDF.

The financial structure of a law firm invoice reflects how legal fees actually get earned. Time entries need a timekeeper identifier (so clients can see whether they're paying partner rates or associate rates for each task), a date, a narrative description, hours, and a billing rate — not just a dollar amount. Flat fee matters need their own section because they aren't billed by the hour but still need a matter reference and clear description. Trust account applications need to be reflected on the invoice face with the correct balance available — because clients receiving a bill that shows trust funds on deposit expect to see those applied before the net amount due is calculated.