Sample Legalmaster Billing Statements
Legalmaster is capable of printing billing statements in a virtually unlimited number of formats. A utility that we call the Table of Statement Characteristics lets you specify the form and content of your bills. You may create up to 100 of these tables and assign a different one to each of your clients or matters.
As a result, Legalmaster remembers from month to month what you want each of your client's bills to look like.
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You may select for your letterhead a font and font size different from that of the statement body or you may use a jpeg image for your letterhead.
- You may
determine how much detail prints. The fees section, for example, may
include any combination of the date, the attorney, the description,
the hours, the rate, the amount as well as discount (written off)
hours line by line.
- You may
show or suppress your write-downs
(discounts) in summary or line by line.
- You
may show your total fees before and after a courtesy discount.
- You may
sort your fees by date, attorney, employee class, type of activity
(i.e., task),
etc.
- Should a
timekeeper work on a matter more than once in a day, you may choose
to itemize the entries or have Legalmaster automatically string them
into one large paragraph showing (or not) the time on each.
- If certain
services are performed for a fixed fee, you may itemize or
consolidate its entries, even suppressing the hours on those
transactions (still allowing you to keep track of the actual
time spent on them) while showing the hours on your other entries.
- You may
consolidate all costs of a particular type (e.g., photocopies, faxes,
postage aut cetera) on the bill while still retaining the detail
should your client request it later.
- You may
show accummulated billings and/or payments for fees and/or costs for
year-to-date and/or the life of the case.
- You may
omit or show the balance forward from the previous bill. If you
choose to show it, you may print it as a total or itemize each
outstanding invoice.
- You may
itemize credits, summarize them by invoice or show them as a lump sum.
- You
may determine the wording of every caption and every column header,
allowing you, for example, to print bills in different languages for
different clients.
- If one of
your clients has more than one matter, you may print a client summary
page in a variety of formats. One lists each matter, one lists each
invoice, one shows summary totals only, one even displays a ledger
card,
a history of billings and credits on the account.
- You may
print as many as 20 matter description lines on each bill, enough to
satisfy even the most demanding insurance company.
- You may
assess finance charge, varying the rate among clients.
- Should you
live in one of the jurisdictions that requires it, you may charge
sales taxes.
- You may
show retainer account activity.
- You may
show trust account activity.
- You
control the margins, page length, and much vertical positioning of text.
- You may
print dates in US or international format.
- We just scratched the surface.
The samples below reflect a handful of the options available to you. Some of these samples appear elsewhere on our web site; we've consolidated them here for your convenience.
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The first sample bill below demonstrates Legalmaster's ability to "string" multiple entries for the same date and timekeeper showing the time for each component.
- The second
sample includes a retainer account.
- The third
shows Legalmaster's split billing capability.
- The fourth
bill is similar to the third, but has the fees sorted by task rather
than by date.
- The fifth bill shows an esoteric way of displaying write-downs.
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This sample bill demonstrates Legalmaster's ability to "string" multiple entries for the same date and timekeeper showing the time for each component. Note also the multiple billing addresses, the many lines of matter description and the summary of time (at the top of the second page).
Laurie's Law Firm
1440 Broadway Street
10th Floor
Oakland, California 94612
Federal Tax ID: 94-2663290
October 19, 2007
Fireman's Fan Assurance
Janice Queenan
300 Marlborough Way
Novato CA 94009
Fireman's Fan Assurance
Bob Fedora
202 1st Street
Novato CA 94009
Our identifying code for this case FF-WILSON
Invoice number 225
Plaintiff's name: Wilson, Louise
Insured's name: Durante, James
Claim number: 407-H-6390005-28-000
Docket (case) number: 12056
Date of loss: October 12, 2004
Adjuster's name: John Sowle
Adjuster's shirt size: 15-33
Fee budget: $15,000
Cost budget: $1.98
____________________________________________________________
Statement of Services Rendered
____________________________________________________________
Atty Services rendered Hours Amount
09/24/07 SLC Lunch meeting with Julia and Eric to
discuss location of next lunch meeting
(1.1); Telephone conference with
Julia and Eric regarding changing
location of next lunch meeting (.4). 1.5 150.00
09/26/07 JSR Preparation of articles of dissolution
per Elliott's request (.7); Review of
edited articles of dissolution (.4);
Hand delivery of articles of
dissolution; stopped by George &
Walt's Diner on the way (1.3). 2.4 840.00
09/26/07 LL Edited articles of dissolution for JSR
(.2). 0.2 25.00
09/28/07 JSR Conference with opposing attorney
regarding where he bought his brief
case (.8). 0.8 280.00
------- -------------
Total professional services through 09/30/07 4.9 $1,295.00
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Page 2
Laurie's Law Firm
October 19, 2007
Fireman's Fan Assurance
Our identifying code for this case FF-WILSON
Invoice number 225
Plaintiff's name: Wilson, Louise
Summary Hours Rate Amount
Jacob S. L. Rubin 3.20 350.00 1,120.00
Laurie Leiber 0.20 125.00 25.00
Sarah L. Church 1.50 100.00 150.00
Costs advanced Amount
09/26/07 Photocopy charge 0.07
09/26/07 Postage 0.34
09/30/07 Golf tees 27.00
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Total advanced costs $27.41
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Total current fees and costs $1,322.41
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Prior balance $16,977.40
Total amount due and payable $18,299.81
=============
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Here's a bill showing a retainer account.
Rubin, Leiber & Church
1440 Broadway, Suite 1008
Oakland, California 94612-2029
(510) 444-5316 fax (510) 444-5344
Federal Tax ID: 94-2164941
February 12, 2007
Karen Allen
123 1st Street
Modesto CA 99999
Our identifying code for this case ALLEN-MATTER
Invoice number 1509
Regarding: This matter demonstrates a retainer account
____________________________________________________________
Who Services rendered Hours
01/11/07 PHR Meeting with client regarding court appearance 0.4 80.00
01/15/07 PHR Telephone conference with opposing attorney
regarding next week's golf time 0.3 60.00
01/17/07 JSLR Prepare arbitration evidence statement 1.1 330.00
------- -------------
Total for professional services 1.8 $470.00
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Costs advanced
01/16/07 Filing fee, check number 19667 55.00
01/19/07 Expert witness fee paid to Lorenz Hartsen, chiropractor 75.00
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Total advanced costs $130.00
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Total current fees and costs $600.00
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Invoice no Credits to account
02/12/07 1509 Transfer from retainer account to reimburse firm
for professional services and advanced costs 600.00CR
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Total credits applied to charges $600.00CR
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This is how much you owe us $0.00
=============
Previous retainer account balance $5,000.00
02/12/07 Transfer from retainer account to reimburse firm for
professional services and advanced costs 600.00-
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Net change to retainer account $600.00-
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Remaining retainer balance on 02/12/07 $4,400.00
=============
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This next bill demonstrates Legalmaster's split billing capability.
Leiber, Church & Rubin, P.C.
1440 Broadway, tenth floor
Oakland, California 94612
our federal tax ID number: 94-2626448
our web site: legalmaster.com
March 13, 2007
Fireman's Fun Assurance Company
Jack Soul
3333 California Street
Claims Department
San Francisco CA 94111
Our file number: FF-THREE
Invoice number: 1382
Plaintiff's name: Diane Bijesse
Insured's name: Carol Ojeda-Caploe
Claim number: 100-X45-6500007-38NY009
Policy number: 33
Date of loss: 12/5/96
Adjuster's name: Jan King
Adjuster's shirt size: 15-33
____________________________________________________________
Atty Services Rendered Hours
02/05/07 JSLR Meeting with self proclaimed expert,
Bawrence Lerman, in his San Quentin office 1.50 412.50
02/11/07 LL Conference with opposing attorney
regarding scheduling of next conference
with opposing attorney 2.50 312.50
02/12/07 JSLR Appear for no-show deposition of witness,
left after finishing every magazine in the
waiting room 4.50 1,237.50
02/14/07 PHR Filing of documents 3.00 600.00
02/18/07 PHR Scheduling of trial setting conference 0.30 60.00
02/21/07 JSLR Expert discovery of Bawrence Lerman, he
told us all he knew 0.20 55.00
02/21/07 LL Trial setting conference 0.40 50.00
------- -------------
Total shared fees 12.40 $2,727.50
Your share of the fees at 50% $1,363.75
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Summary Hours Rate
Jacob S. Rubin 6.20 275.00 1,705.00
Phillip Rubin 3.30 200.00 660.00
Laurie Leiber 2.90 125.00 362.50
Costs advanced
02/21/07 Filing fee 125.00
02/24/07 Photocopies 27.50
02/26/07 Fee for expert witness, Bawrence Lerman. He was worth at
least twice this charge. 2.50
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Total shared costs $155.00
Your share of the costs at 50% $77.50
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Total fees and costs through 02/28/97 $1,441.25
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Balance from last bill: $1,375.00
This is how much you owe us $2,816.25
=============
30 Days $0.00
60 Days $1,375.00
Life of matter
Billed for fees 2,738.75
Billed for costs 77.50
------------
Billed for fees and costs 2,816.25
============
____________________________________________________________
This sample bill includes quite a few Legalmaster options.
Billing statements are available in thousands of formats.
1) Billings for the life of the matter appear summarized.
2) We asked the prior balance to appear in aged buckets.
3) The percentage of the shared fees and costs which are
the responsibility of this client print with the totals.
4) We included a totals section for the attorneys' fees.
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Here's a similar bill, but this time the fees are sorted by task type.
Leiber, Church & Rubin, P.C.
1440 Broadway, tenth floor
Oakland, California 94612
our federal tax ID number: 94-2626448
our web site: legalmaster.com
March 13, 2007
Fireman's Fun Assurance Company
Jack Soul
3333 California Street
Claims Department
San Francisco CA 94111
Our file number: FF-THREE
Invoice number: 1382
Plaintiff's name: Diane Bijesse
Insured's name: Carol Ojeda-Caploe
Claim number: 100-X45-6500007-38NY009
Policy number: 33
Date of loss: 12/5/96
Adjuster's name: Jan King
Adjuster's shirt size: 15-33
____________________________________________________________
Atty Services Rendered Hours
Case Assessment, Development and Administration - L100
02/05/07 JSLR Meeting with self proclaimed expert,
Bawrence Lerman, in his San Quentin office 1.50 412.50
02/14/07 PHR Filing of documents 3.00 600.00
------- -------------
4.50 $1,012.50
------- -------------
Discovery - L300
02/12/07 JSLR Appear for no-show deposition of witness,
left after finishing every magazine in the
waiting room 4.50 1,237.50
02/21/07 JSLR Expert discovery of Bawrence Lerman, he
told us all he knew 0.20 55.00
------- -------------
4.70 $1,292.50
------- -------------
Trial Preparation and Trial - L400
02/11/07 LL Conference with opposing attorney
regarding scheduling of next conference
with opposing attorney 2.50 312.50
02/18/07 PHR Scheduling of trial setting conference 0.30 60.00
02/21/07 LL Trial setting conference 0.40 50.00
------- -------------
3.20 $422.50
------- -------------
------- -------------
Total shared fees 12.40 $2,727.50
Your share of the fees at 50% $1,363.75
------- -------------
Leiber, Church & Rubin, P.C. Page 2
March 13, 2007
Fireman's Fun Assurance Company
Our file number: FF-THREE
Invoice number: 1382
Plaintiff's name: Diane Bijesse
Summary Hours Rate
Jacob S. Rubin 6.20 275.00 1,705.00
Phillip Rubin 3.30 200.00 660.00
Laurie Leiber 2.90 125.00 362.50
Costs advanced
02/21/07 Filing fee 125.00
02/24/07 Photocopies 27.50
02/26/07 Fee for expert witness, Bawrence Lerman. He was worth at
least twice this charge. 2.50
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Total shared costs $155.00
Your share of the costs at 50% $77.50
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Total fees and costs through 02/28/07 $1,441.25
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Balance from last bill: $1,375.00
This is how much you owe us $2,816.25
=============
30 Days $0.00
60 Days $1,375.00
Life of matter
Billed for fees 2,738.75
Billed for costs 77.50
------------
Billed for fees and costs 2,816.25
============
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This option lets you show your client, transaction by transaction, how much time you're not charging for. These write-down hours are shown on the bill in the "Discount" column.
Laurie's Law Firm
1440 Broadway
10th Floor
Oakland, California 94612
Federal Tax ID: 94-2663290
October 22, 2007
Fireman's Fan Assurance
Janice Queenan
300 Marlborough Way
Novato CA 94009
Our identifying code for this case FF-WILSON
Invoice number 226
Plaintiff's name: Wilson, Louise
Insured's name: Durante, James
Claim number: 407-H-6390005-28-000
____________________________________________________________
Statement of Services Rendered
____________________________________________________________
Atty Services rendered Hours Discount Amount
10/02/07 JSR Telephone conference with opposing attorney
regarding selection of ties for upcoming
court appearance 0.5 0.1 175.00
10/05/07 SLC Preparation of documents for JSR's court
appearance next week 0.3 0.1 30.00
10/10/07 JSR Court appearance in San Francisco County
Superior Court 0.2 0.1 70.00
10/11/07 LL Alphabetizing about 2000 index cards that JSR
dropped 0.9 0.2 112.50
10/18/07 PHR Meeting with JSR regarding telephone
conference with Judge Rostov regarding JSR's
tie 0.6 0.2 111.00
------- ------- -------------
Total professional services through 10/18/07 2.5 0.7 $498.50
------- ------- -------------
Summary Hours Rate Amount
Jacob S. L. Rubin 0.70 350.00 245.00
Phillip H. Rubin 0.60 185.00 111.00
Laurie Leiber 0.90 125.00 112.50
Sarah L. Church 0.30 100.00 30.00
Prior balance $18,299.81
Total amount due and payable $18,798.31
=============