Quotation format for law firms
A legal fee quotation sets the scope of the engagement, the billing basis and what costs the client will pay on top. Here is a free quotation format built for law firms and advocates. Download it in Excel, Word or PDF, or copy the sample below.
Sample quotation format for law firms
Quotation
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Retainer for legal advisory, monthly | 1 | ₹25,000 | ₹25,000 |
| Drafting of contracts, per document | 1 | ₹8,000 | ₹8,000 |
| Court appearance fee, per hearing | 1 | ₹5,000 | ₹5,000 |
- Subtotal
- ₹38,000
- CGST 9% + SGST 9% (same state)
- ₹3,420 + ₹3,420
- Total
- ₹44,840
Sample figures only. 18% GST is shown as a typical rate for services; use the rate that applies to you. For another state, charge IGST instead of CGST and SGST.
The Excel file has working formulas, so you can change the quantities and rates and the totals update.
What to put on a quotation format for law firms
Along with the usual header, numbering, dates and totals, law firms should add:
- Matter name or case number
- Court or forum and next hearing date
- Billing basis (fixed, hourly or per appearance)
- Reimbursable expenses such as court fees
Tips for law firms
- Say whether fees are fixed, hourly or per appearance.
- List the costs the client pays separately, such as stamp duty and court fees.
- Make clear what the quotation does not cover, such as appeals.
Stop retyping this every time
FINTY keeps your clients and items, numbers every quotation, adds CGST, SGST or IGST for you and sends the PDF on WhatsApp. Free plan available, with a 30-day trial of everything.
Start freeAlso: GST calculator · HSN and SAC finder
Questions
Should a lawyer's fee quotation be fixed or hourly?
Fixed fees suit defined work such as drafting. Hourly or per-appearance fees suit litigation, where the length is uncertain. Say which applies.
Is a quotation different from a proforma or tax invoice?
Yes. A quotation is an offer with a price and is not a demand for payment. A tax invoice is issued when you supply the goods or services and is the document used for GST.
Can I create this in FINTY?
Yes. FINTY numbers your documents, adds the right CGST, SGST or IGST, keeps your client list and sends the PDF on WhatsApp. There is a free plan and a 30-day trial.