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Form LFB01 - Sample Billing Statement

This billing statement from a law firm details legal services provided and costs incurred on behalf of a client in February 2009. It includes a listing of tasks completed each day such as drafting legal documents and participating in phone calls. The total fee for services was $270 and total costs were $325, bringing the total due to $595. This amount was drawn from the $1,500 balance maintained in the client's trust account, leaving a remaining balance of $905. The statement concludes that no additional payment is due from the client as of this billing period.

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353 views1 page

Form LFB01 - Sample Billing Statement

This billing statement from a law firm details legal services provided and costs incurred on behalf of a client in February 2009. It includes a listing of tasks completed each day such as drafting legal documents and participating in phone calls. The total fee for services was $270 and total costs were $325, bringing the total due to $595. This amount was drawn from the $1,500 balance maintained in the client's trust account, leaving a remaining balance of $905. The statement concludes that no additional payment is due from the client as of this billing period.

Uploaded by

Daniel Ocampo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Billing Statement

(Form LFB01)

[Law Firm Letterhead]

[Date]

[Client Name]
[Address]
[City, State, Zip]

Legal Services Rendered


February 2, 2009
Initial office consultation with client. Discussed fact situation and relative merits of complaint.
Agreed to and signed representation agreement. NO CHARGE.
February 3, 2009
Drafted Notice of Acceleration. (.5 hour)
February 16, 2009
Arranged for title search to determine any additional parties in interest. (.25 hour)
February 17, 2009
Drafted foreclosure Complaint and Notice of Lis Pendens. (1.0 hour)
February 26, 2009
Telephone conference with defendant’s attorney re possibility of agreeing to conditional
judgment for purposes of allowing additional time for refinancing. (.5 hour)
Total fee for legal services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $270.00

Costs Incurred
February 16, 2009
Title search w/AAA Corporate Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $100.00
February 18, 2009
Filing fee – Complaint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $150.00
Service of Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $75.00
Total costs incurred . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $325.00

BALANCE IN TRUST ACCOUNT as of February 1, 2004. . . . . . . . . . . . . . . . . . . . . . $1,500.00


TOTAL SERVICES AND COSTS for February, 2004. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $595.00
DRAWN FROM TRUST ACCOUNT on February 27, 2009. . . . . . . . . . . . . . . . . . . . . . . $595.00
CURRENT BALANCE IN TRUST ACCOUNT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $905.00
AMOUNT DUE THIS STATEMENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0.00
Please contact this office immediately if you have any questions. Thank you!
NOTE: This material is intended as only an example, which you may use in developing your own form. It is not considered legal advice and as
always, you will need to do your own research to make your own conclusions with regard to the laws and ethical opinions of your jurisdiction.
In no event will Minnesota Lawyers Mutual be liable for any direct, indirect, or consequential damages resulting from the use of this material.

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