What is an attorney billing statement?

It's a document that shows a client the legal work done, expenses, payments, trust activity and the amount owed for a billing period.

What should be included in an attorney billing statement?

Firm and client details, matter name and number, statement date and period, itemized time entries, expenses, an account summary, trust activity, payment terms and a billing contact.

What is the difference between a billing statement and an invoice?

An invoice asks for payment for specific charges. A billing statement summarizes the account, including previous balances, payments and trust activity. Many firms combine both in one document.

How often should a law firm send billing statements?

Most firms send them monthly. Whatever schedule you pick, put it in the fee agreement and stick to it.

How should trust and retainer activity appear on a client statement?

Show the opening trust balance, the amount applied to the current bill and the closing balance. Only apply funds that have been earned, and follow your state's notice rules.

How detailed should time entry descriptions be?

Detailed enough that the client understands what was done and why. Name the task, the document or person involved, and the purpose.

What is block billing, and why should firms avoid it?

Block billing puts several tasks in one time entry with a single total. Clients can't see how long each task took, so these entries are often disputed or rejected.

Can a law firm charge late fees on unpaid bills?

Often yes, if the fee agreement says so and your state allows it. Some states limit late fees or interest, so check your state bar's rules first.

How can a law firm reduce billing disputes?

Agree on fees in writing, write clear time entries, avoid block billing, show trust activity on each statement and send bills on a regular schedule.

How to Create an Attorney Billing Statement (Free Sample Included)

Learn what to include in an attorney billing statement, how to show trust activity and write clear time entries. Free sample statement included.