Quotation Template for Law Firms
Free quotation template built for legal services
100% free. Runs entirely in your browser - your files and data never leave your device and nothing is uploaded to any server.
From
Your Business
#0001
| Description | Qty | Price | Amount |
|---|---|---|---|
| 1 | $0.00 | $0.00 |
This estimate is valid for 21 days and reflects the scope discussed. Actual fees may vary if the matter proves more complex once underway.
Your work is kept on this device as you type - it will not appear on other devices. Sign in to keep quotes in an account.
Page
“Fit to content” ends the page where your quote ends, with no blank paper underneath, and lets you set the margins below. Switch to A4 or US Letter when you need a standard sheet for printing or filing.
Your business
Prepared for
Details
Table columns (drag to reorder, rename, or add your own - up to 8)
Items
Font
Each template ships with its own typography. Pick a font here to override it everywhere on the page.
Corner style
Rounds or squares the boxes on the page - badge, info cards, table header, totals, notes and payment box. Template keeps each design's own corners.
Page margins (in points; 48 is about 12.7 mm)
Legal fee quotes and engagement estimates
Clients increasingly expect a price before they instruct a lawyer, and professional rules often require the basis of the fee to be explained at the start. This quotation template for law firms and legal consultants is laid out as a fee estimate: the matter, the work included, a fixed fee or hourly estimate with rates, expected disbursements, and the points at which the estimate might change. The sample prices contract review and an initial consultation, showing how a fixed fee and an hourly line are presented.
How to use this tool
- Open the fee estimateThe Legal Services pack begins with contract review and a consultation already priced.
- Explain the fee basisDescribe the matter and the work included, choose a fixed fee or an hourly estimate with rates, and list expected disbursements.
- Note what could change itAdd the points at which the estimate would be revised, then send it for the client to accept.
Explaining the fee basis
Under ABA Model Rule 1.5(b), the scope of representation and the basis or rate of the fee should be communicated to a new client, preferably in writing, before or soon after the work begins; contingent fees must be in a signed writing under Rule 1.5(c). Other jurisdictions have their own rules on costs information, and in England and Wales, for example, some services must publish price information. A clear written fee estimate meets the spirit of all of them.
Fixed fees, hourly estimates and disbursements
- Fixed fee for defined work - a will, a lease review, an uncontested filing.
- Hourly estimate with the rates of each person working on the matter.
- Disbursements listed separately: court and filing fees, search fees, expert reports.
- What would change the estimate - contested hearings, new parties, extra documents.
- Any retainer or money on account required before work begins.
Key features
- Sets out the basis of the fee at the start, as clients and professional rules expect.
- Fixed fees, hourly estimates and disbursements on separate lines.
- A formal, restrained layout suitable for client care letters.
Common uses
- Firms quoting fixed fees for wills, leases and incorporations.
- Litigators giving staged estimates for a dispute.
- Immigration advisers quoting an application fee plus government fees.
- Notaries and paralegals pricing document services.
Tips for better results
- Separate legal fees from disbursements.
- Explain what would cause the estimate to rise.
- State the money on account needed to start.
Mistakes to avoid
- A single number with no explanation of the fee basis.
- Leaving court fees out, then surprising the client.
- An open-ended hourly estimate with no review point.
Frequently asked questions
The matter and scope, the fee basis (fixed or hourly with rates), an estimate, disbursements, assumptions that could change it, and any payment on account.
Rules vary. ABA Model Rule 1.5 says the fee basis should be communicated, preferably in writing, and contingent fees must be written and signed.
Costs paid to third parties on the client's behalf, such as court fees, searches and expert reports.
Yes, for defined work. State exactly what the fixed fee covers.