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Law Firm Excel Templates

Financial templates built for law firms and legal practices — from solo practitioners to mid-size firms. Pre-loaded with billing rate structures, matter tracking, and trust account categories.

Law Firm Balance Sheet Template

A balance sheet template built for law firms — with trust account handling, work-in-progress assets, and partner equity ...

$29

Law Firm Budget Template

Plan and track your law firm's finances with a budget template built for legal practices. Pre-loaded with billable reven...

$29

Law Firm Cash Flow Template

Track your law firm's cash flow from billing through collection — with sheets for WIP, accounts receivable aging, and 12...

$29

Law Firm Financial Model Template

Model billable hours by attorney, track realization and collection rates, and forecast your law firm's revenue, expenses...

$29

Law Firm Income Statement Template

Track revenue by billing type, practice area profitability, and net income with an income statement built specifically f...

$29

Law Firm Invoice Template

Bill clients accurately for hourly, flat fee, and retainer matters — with timekeeper billing rates, matter numbers, trus...

$29

Law Firm KPI Dashboard Template

Track billable hours, realization rate, collection rate, utilization, and the other metrics that determine whether your ...

$29

Law Firm P&L Template

Track your firm's profitability by practice area, billing type, and attorney — with a P&L template built around how law ...

$29

Law Firm Pro Forma Template

Project your law firm's revenue, headcount, and profitability across a 3-year horizon — with pre-built billing rate mode...

$29

Law Firm Sales Forecast Template

Forecast law firm revenue by matter pipeline, billable hours capacity, and practice area — built for solo practitioners ...

$29

Law Firm Valuation Template

Value your law firm using seller's discretionary earnings multiples, a revenue approach, book of business portability an...

$29