This legal fee schedule template is used to record services received over time and monitor outstanding balances owed to attorneys or law firms. It is intended for individuals and businesses who need a dated catalog of fees and payment statuses for each case. It also keeps a history of legal services and payments to assist with budgeting and to auditing.
This template includes columns to capture details of legal services such as consultations, document preparation, or representation in court, along with their case reference and service providers. Identify the payment plan, such as hourly billing, a flat rate, or a retainer, to understand how different arrangements affect your total spending. For hourly services, enter the rate and hours worked to calculate total charges. Mark each payment as Paid, Unpaid, or Partially Paid to review outstanding obligations and keep your records updated.
If there are any special arrangements or considerations such as installment plans or penalties for overdue payments, these can be noted alongside each service. You can also include invoice numbers, payment due dates, or follow-up reminders in the “Notes” section, for reference during budget reviews.
This schedule template is available in Microsoft Word and Google Docs formats. It is fully customizable to adjust column widths, modify content, add extra rows, and fill in digitally or by printing, as required.
