Paralegal Invoice Template is used to seek payment from Clients for legal services or support. You may use and edit this form as you see fit to present the information the Paralegal Client will want to see documented. The structure this template consists of will enable a standard display of the Paralegal and Client information as well as a versatile area where a report on the services, support, and material requiring payment may be furnished for the satisfaction of your Clients. Naturally, it will be important to make sure the material you supply is accurate and properly documented as any inaccuracies will likely cause a delay in payment.
Salary & Hourly Wage ($/hr)
How to Write in PDF & MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – Obtain Your Paralegal PDF Invoice Or Paralegal Word Invoice From This Site
The “PDF” button on this page, as well as the “Adobe PDF” text link in this section, grants access to a downloadable file you may edit with your PDF editing software. Notice that beside both these items a “Microsoft Word (.docx)” file has been set as an alternate file option.
Step 2 – Submit The Paralegal’s Business Information As An Introduction
This document will seek to tie in the various details that apply to the legal support being billed. The first will be the “Company Name” of the Paralegal Business and can be entered in the box at the top of the page. 
The Paralegal Business identity should be followed by the “Name” of the Office Employee handling this document. The blank line following the textbox completed above will accept this information readily for display. Continuing this section will be a few additional blank spaces each designated with the type of information that should be displayed. The first three of this set seeks out the Paralegal’s “Street Address” then his or her “City, State, Country” in their respective spaces. This will be apart from your entry of the “Zip Code” on the next line. The Paralegal’s telephone number along with his or her office “E-mail” are needed on the two lines under the mailing information you provided.
Step 3 – Dispense The Paralegal Assigned Filing Information For This Paperwork
This paperwork cannot be completed unless it has at least one factor identifying it as a distinct document so it can be easily found in one’s filing system. To this effect, the Paralegal’s “Invoice #” must be reported on the blank line in the shaded bar. 
On the right side of the shaded bar, the formal “Date” attached to this invoice should be documented on the space provided.
Step 4 – Identify The Legal Client
The Legal Support Client’s “Name” is anticipated on the first line of the “Bill To” section and you will be expected to further define this entity with its formal mailing or billing address. The two lines following the “Name” will aid in displaying this information properly by separating the “Street Address” line from the “City, State, Country” line. 
Record the postal code for the Legal Support Client’s address on the “Zip Code” line.
Step 5 – Produce Documentation Of The Paralegal’s Billable Time
The billing table displayed will make up the next section of this invoice. The “Description” part of this table will accept a summary or description of the time being billed to the Legal Support Client. This should be put in terms the Client understands, so either provide the Paralegal’s timesheet or cite a contract that will correspond to the time you are billing for. 
Step 6 – Report The Paralegal Hours Defining The Expected Compensation
The two columns occupying the next part of this table will work in tandem to support the final one. Begin with a report on how much time was spent on the project or date cited in the previous column. Do this by locating the “Hours” column then reporting this time as a number of “Hours.” A separate column has been produced to this table strictly to define the “Hourly Rate” you will apply to the time the Paralegal worked. Remember that if overtime is involved, you must divide the shift(s) by the pay rate being applied to it in an appropriate and accurate manner.
Step 7 – Bill The Legal Client For The Paralegal’s Time
The final column of this table will contain one of the central goals of this paperwork. Here, you will break down then summarize the dollar amounts involved for the legal support provided. The box “Amount” is the first field of this column you will tend to. Report the appropriate price for each paralegal shift listed. Add the amounts for the paralegal shifts as a “Subtotal” then display this value in the appropriate box. If any productions were involved, then it is likely a sales tax will need to be applied to the Paralegal “Subtotal.” Record taxes that must be added in the “Tax” box. The “Total” expected payment for the Paralegal’s support services will consist of two figures: the “Subtotal” and “Tax.” Report this sum as the Paralegal “Total” invoice amount.
Step 8 – Declare The Due Date For The Legal Support Provided
You may wish the Legal Support Client to pay the “Total” as soon as they have received this invoice, however, this may not be possible for a variety of reasons. Thus, identify the number of days that will elapse before any payment is subjected to a late fee or other penalties on the blank line after “….Due In #” 
Step 9 – Display Comments Or Instructions Regarding The Paralegal Invoice At Will
The “Comments Or Special Instructions” section will give a distinct area at the end of this invoice where additional Paralegal instructions for payment can be given or comments regarding the job can be included. You may use the blank lines after this label (“Comments Or Special Instructions”) for such material at your discretion.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Acquire The Paralegal spreadsheet Invoice From This Site
The “Excel” button presented next to its counterparts will grant access to the spreadsheet you may save for future use. Select this item from this site or you may click on the text link in this section (“Excel (.xlsx)”).
Step 2 – Begin With The Paralegal’s Professional Information
The first column of this paperwork will need the Paralegal’s logo attached in the first cell (A1). 
Proceed to cell A2 with the Paralegal’s “Company Name.” Complete the identification process with the Paralegal’s full “Name” in cell A3 The Paralegal’s business or mailing address is an important feature of this invoice since it enables a formal correspondence to occur if necessary. Therefore, the next set of fields will focus purely on delivering this content. You should supply it by satisfying cell A4 and cell A5 with the “Street Address” and the “City, State, Country” of the Paralegal’s address. Fill in the postal code to cell A6 (containing the text label “Zip Code”). Our next items of contact are the Paralegal’s business “E-Mail” address and his or her official telephone number. Both items should be listed separately and have been assigned cell A7 and cell A8 accordingly.
Step 3 – Attach The Determined Filing Information To This Document
The “Invoice #” that the Paralegal wishes attached to this bill in both filing systems (of the Paralegal and Paralegal Client). Cell F4 will be properly titled and anticipates your entry of this number. The current “Date” in the adjacent cell (H4) can be replaced with any calendar “Date” you deem more appropriate to being considered the invoice “Date” for this bill. You may leave this cell unedited or alter it accordingly.
Step 4 – Produce The Legal Client’s Official Billing Details
At this point in the Paralegal/Client relationship, the Client’s full “Name” and billing address should be known with no question. Thus, locate cell A11 to produce the full “Name” of the Paralegal Client in this field. 
The “Street Address” of the Paralegal Client is needed as the next item and should be input to cell A12. Once this is done, the “City, State, Country,” and the Paralegal Client’s “Zip Code” should be presented in cells A14, and A15 (respectively)
Step 5 – Record The Details Defining The Provided Legal Support
The work the Paralegal intends to be compensated for will have to be properly documented. Cell A17 located at the beginning of the “Description” section of the invoice table will accept descriptions such as the work shift when the work was done, the contract/project name or number, a report on both these items, or any other frame of reference shared by the Paralegal and the Client Office. 
Step 6 – Complete The Table With Three Items
The invoice table will require three numerical values for its completion. The first of these will be a “Quantity” that defines the work. For instance, in the example, a number of boxes of legal files had to be worked on for a case. Notice in the first shift, no production of material was necessary and only bates stamping was required, while in the second shift a production and summarization of legal files were needed. Hence the “Quantity” in this case refers to the number of boxes. Next, use the “Unit Price” table to report the exact dollar amount that must be paid for every unit or hour of legal support the Paralegal provided. This is the second value that will contribute to the “Total” of this invoice, thus make sure to double-check the applicable pay rate for every row it is recorded on. Notice, in our example one unit will be considered the processing of a box of legal files. The third required item in the “Amount” column is the “Tax” that must be paid. If sales tax will be required, then fill it into cell H30. Since our example includes a production of physical material, taxes have been added on the amount charged for that day.
Step 7 – Display The Payment Deadline Imposed By The Paralegal
Cell A31 contains a produced statement that should be used to give a definitive timeline for the legal support services payment. Using the invoice date as the first day of a countdown, record the number of days when the payment would be deemed late and subject to correction. 
Step 8 – Additional Content Regarding These Services Can Be Delivered
Cell A33, containing the term “Comments or Special Instructions” has been included for any Paralegal comments or instructions to be delivered.
