6-minute billing increments
Accurately log and invoice time using the standard tenth-of-an-hour format required by legal professionals.
Legal template
Invoicycle's legal invoice templates are tailored to the rigorous standards of the legal profession. Whether you are a solo attorney managing retainers, a boutique firm tracking billable hours in 6-minute increments, or a consultant handling sensitive case matters, our templates ensure accuracy and compliance. Maintain client confidentiality, clearly report on trust account balances, and present a polished, professional statement that reflects the integrity of your practice.
Invoicycle workspace
Accurately log and invoice time using the standard tenth-of-an-hour format required by legal professionals.
Provide clear documentation of trust fund deposits, retainer draws, and remaining trust balances.
Use customizable reference fields for case numbers and matter IDs to preserve client confidentiality.
Guide
Legal billing is rarely as simple as billing a client; you are usually billing against a specific case or matter. Invoicycle's legal templates allow you to prominently display the Client Name alongside the specific Matter ID or Case Reference Number. This ensures that clients involved in multiple legal actions know exactly which case the invoice pertains to.
Detailed line items let you describe the exact nature of the work performed—such as 'Drafting Motion for Summary Judgment' or 'Phone consultation with opposing counsel'—along with the date, the timekeeper's initials, and the time spent. This granular level of detail is essential for justifying fees and passing scrutiny in the event of a fee dispute or court review.
Guide
Managing a client trust account (IOLTA) requires impeccable record-keeping. When you draw funds from a client's retainer to pay an invoice, the invoice itself must serve as a clear record of that transaction. Our templates allow you to subtotal the fees and expenses, and then apply a 'Payment from Trust' line item, showing the exact amount transferred.
The notes section can be utilized to display the previous trust balance, the amount drawn for the current invoice, and the remaining trust balance. This transparent reporting gives clients peace of mind and demonstrates your strict adherence to legal accounting ethics.
Guide
Attorneys routinely incur hard costs on behalf of their clients, such as court filing fees, deposition transcripts, process server fees, and expert witness retainers. These must be billed back to the client accurately. Invoicycle provides dedicated sections to list these disbursements separately from your billable time.
Separating legal fees from reimbursable expenses is not just a best practice; it's often a regulatory requirement. Providing a clean, itemized list of disbursements ensures rapid reimbursement and keeps your firm's cash flow healthy.
FAQ
In legal billing, an hour is divided into 10 increments of 6 minutes each. On the invoice, you enter this as a decimal in the 'Quantity' or 'Hours' field. For example, a 12-minute phone call is billed as 0.2 hours, and a 45-minute drafting session is billed as 0.75 hours (or rounded to 0.8 depending on firm policy).
Calculate the total amount due for fees and expenses on the invoice. Then, add a payment or credit line item labeled 'Funds Applied from Trust Account' for that exact amount, bringing the 'Amount Due' to zero (if the trust covers it entirely). Use the notes section to summarize the remaining trust balance.
Avoid using highly sensitive information in the line-item descriptions. Use standardized phrasing like 'Review of discovery documents' rather than detailing the specific contents of those documents. Rely heavily on assigned Matter IDs and Case Numbers rather than full client names if the invoice might pass through third-party accounting departments.
Court filing fees should be listed under an 'Expenses' or 'Disbursements' section, entirely separate from your professional fees. They are typically billed at the exact cost incurred, without markup. Be prepared to provide the court receipts if the client requests them.
Start with a guest invoice, choose a template, add line items and payment instructions, then save it to your workspace when you are ready.