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Legal Advisory Invoice Template

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Legal advisory services template in Excel by FormatWorks




If you are a legal advisor and looking for a decent invoice format to optimize your billing process, this template can be a good start. Customize as per your requirement.
Features of Legal Advisory Invoice

Legal advisory can be of various types. Lawyers or consultants who work in law can offer various types of services. There are legal advices taken for property, corporate matters, criminal matters, court procedures, financial decision, mergers and acquisitions, cross border payments etc. Now, if you are a lawyer or operate a legal consulting firm, getting an ERP for billing process can be costly. Hence, you can make use of Excel and Spreadsheet to generate invoices. You can also use invoices with trackers to keep track of your invoices.

Furthermore, there are dedicated legal teams in big corporate houses. There can be scenario where group legal team can offer services to subsidiaries and raise debit notes or invoices. Debit notes are also a type of invoice in this case. Now, We offer a simple legal advisory invoice template here.

This template offers following pre-built fields for you to invoice your clients:

  • Name of your legal advisory firm or your name
  • Customer information
  • Terms
  • Order number, invoice date and number
  • Description of services
  • Unit price (Like sitting fees, court appearance fees per appearance etc)
  • Total and other shipping charges (OPE)

This template might require modification. Feel free to customize this template as per your requirement.

Download Instructions

Follow the download instructions below, if you need any assistance. You can download this template for free and start customizing or using it. All the templates, resources, formats and designs are free of cost. However, By downloading this template, you also accept our terms of use policy and privacy policy.

Once you download this template, by default, the file/ folder extension will be compressed (zip). You will require decompressing software to get all the template files. You can use 7ZIP, WINRAR etc. Also, ensure that you have the appropriate software installed on your system for the file type you are downloading (e.g., Microsoft Office for DOCX, PPTX and XLSX files, a PDF reader for PDF files). Now, Right-click on the template file you’ve downloaded and Select “Open With” from the context menu.

You can choose the relevant software/application to open the file. For DOCX files, use a word processing application (e.g., Microsoft Word or any other document reader). For XLSX files, use a spreadsheet application (e.g., Microsoft Excel or Google Sheets or Spreadsheet or Apple Numbers). For PDF files, use a PDF reader (e.g., Adobe Acrobat). For PPTX files, use a presentation software like Microsoft PowerPoint, Google Slides or Prezi or even upload it to Canva and use it. Alternatively, you can double-click on the template file, and it will open in the default application associated with that file type on your system.

If you encounter any issues, ensure your software is up-to-date or consider using an alternative application that supports the file type.

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FormatWorks Inc. offers free designs, templates, formats and layouts for various personal and business use cases. Our aim is to deliver resources free of cost. You can get templates for presentation, spreadsheet, CV/ Resume, agreements and more.

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