A legal invoice workspace for solo practitioners and small firms billing matters in Taskade.
What's Included
- Matter Database: Client, matter type, billing arrangement (hourly / flat / contingency), opposing counsel
- Time Entry Database: Date, matter, attorney, task code, hours, rate, narrative
- Narrative Agent: AI agent writes ABA-compliant narratives from raw time-entry notes
- Trust Accounting: Track retainer balance and billings against retainer
- Hourly + Flat-Fee Mix: Some matters hourly, some flat-fee, on the same client account
- LEDES Export: For corporate clients requiring LEDES 1998B billing format
Why This Template Wins
- Narratives that pass review: Agent writes ABA-compliant narratives so corporate clients don't kick back invoices
- Trust accounting integrated: Retainer balance always visible — no overdraft into client funds
- LEDES-ready for corporate: Big-firm clients require LEDES 1998B; this template exports it
How to Use
- Clone this template into your Taskade workspace
- Add matters with billing arrangement and rate schedule
- Connect your accounting tool and Gmail
- Train the Narrative Agent on your firm's narrative style
- Set up monthly triggers for the standard billing cycle
FAQ
Does this support contingency billing?
Yes. Add a contingency matter with the agreed percentage. The agent calculates the fee on settlement and drafts the invoice with cost reimbursements separated.
Can the agent block-bill check entries before send?
Yes. The agent flags block-billed entries (over an hour with a single description) so you can split them before send.
What plan supports a law firm?
Pro ($10/mo annual) handles solos. Business ($25/mo) for firms with audit and confidentiality controls.
CTA
Try this template free in Taskade. For matter automation, see /learn/automation/triggers. Pair with Legal SOP Templates. Browse more legal apps in the Community Gallery.