Free resources for solo attorneys
Free Legal Templates for Solo Practitioners
Professional invoice templates, time tracking sheets, and practice management checklists — built specifically for solo attorneys. Download or edit online in minutes.
Attorney Invoice Template
Clean, professional invoice layout with matter reference, hourly breakdown, trust account credits, and payment terms. Ready to send to clients.
Time Tracking Spreadsheet
Pre-built spreadsheet with columns for date, client, matter, task description, duration, and billable/non-billable toggle. Includes monthly summary formulas.
Client Intake Form
Comprehensive new-client questionnaire covering contact details, matter type, conflict check fields, billing preferences, and engagement terms.
Solo Practice Billing Checklist
Month-end billing workflow checklist: unbilled time review, invoice generation, trust reconciliation, accounts receivable follow-up, and compliance checks.
How to use these templates
Option 1: Download & edit locally
- 1. Click “Download” to save the file (DOCX or CSV)
- 2. Open it in Microsoft Word, Google Docs, LibreOffice, or any spreadsheet app
- 3. Replace the [bracketed placeholders] with your firm's information
- 4. Save, print, or email to your clients
Option 2: Edit online in Google Docs
- 1. Click “Edit Online” (requires a free Google account)
- 2. Google will prompt you to “Make a copy” — this saves the template to your own Google Drive
- 3. Edit the copy with your firm details — changes auto-save
- 4. Export as PDF, DOCX, or share the link directly
Why we made these
When you hang your own shingle, you inherit a dozen admin tasks overnight — and billing is the one that directly affects your income. Most solo attorneys start with a Word doc invoice and a mental note of their hours. That works until it doesn't.
These templates give you a clean starting point for the billing basics: professional invoices, organized time records, a thorough intake form, and a month-end checklist so nothing slips through the cracks.
When templates aren't enough
Templates work great when you're getting started. But once you're juggling 5+ active matters, manually tracking time and copying hours into invoice templates starts eating into billable hours.
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Frequently asked questions
Are these templates really free?
Yes. The Invoice Template and Time Tracking Spreadsheet are completely free — no email required. The Client Intake Form and Billing Checklist just ask for your email so we can send you updates when we release new templates.
Can I customize these templates?
Absolutely. You can either download the file and edit it in Word or Excel, or click "Edit Online" to make a copy in Google Docs/Sheets. Replace the [bracketed placeholders] with your firm name, logo, payment terms, and any state-specific language.
Do I need a Google account?
No. You can download every template as a DOCX or CSV file without any account. The "Edit Online" option uses Google Docs/Sheets and requires a free Google account, but it's completely optional.
Do I need SoloFlow to use these?
No. These templates work on their own with any word processor or spreadsheet app. That said, if you're tired of manually tracking time and creating invoices from templates, SoloFlow automates the entire billing workflow — from timer to paid invoice.
Are these templates compliant with bar requirements?
These templates follow general best practices for solo attorney billing. However, bar rules vary by state — always check your jurisdiction's specific requirements for invoice formatting, trust accounting, and record-keeping.
Ready to automate your billing?
Stop copying hours into templates. SoloFlow turns tracked time into paid invoices automatically.
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