What to include in a legal invoice
- Matter name and number. The client matter and your file reference, so a client with more than one matter open knows which one each charge belongs to.
- Dated time entries. Each task with its date, the lawyer or paralegal who did it, the time spent and the rate, which is what clients and courts review.
- Billing period covered. The start and end dates of the work billed, so the next invoice picks up where this one stopped without gaps or double billing.
- Costs and disbursements. Filing fees, service of process, court reporters and copies you paid for the client, each at cost on its own line, separate from fees.
- Trust balance applied. The retainer held in trust, the amount applied to this invoice and the balance left, so the client can follow their money.
- Fee arrangement. Whether the matter is hourly, flat fee or contingency, matching the engagement letter, because the invoice has to follow what the client signed.
- Firm details and bar number. Your firm name and address, your bar number where your state or court expects it, and the client's name and billing address.



