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Legal quote by matter and stage.

Contracts, memos, negotiation, and compliance.

Quote preview

Sample preview — demo data

Legal services

Legal services quote

No.2026081301DateAug 13, 2026Valid until-
From

Sample Tech Co.

Alex Chen · sales@example.com

Customer

Acme Trading Ltd.

Jamie Lee · buyer@example.com · +1 415 555 0134

Matter scope

Legal items

#Service itemDays / unitsUnit priceSubtotal
1Document review & issue list12800.002800.00
2Contract drafting (doc)24500.009000.00
3Contract review & markup (doc)32200.006600.00
4Legal memo (specialist)18000.008000.00
5Negotiation support (day)32800.008400.00
6Minutes & action log3800.002400.00
7Compliance checklist13600.003600.00
8Risk assessment memo14200.004200.00
9Due-diligence support (day)23200.006400.00
10Signing / witnessing support11500.001500.00
11File archive & versioning1800.00800.00

Total: $53,700.00

Cost summary

Total (excl. tax)

= Legal items

$53,700.00

Tax rate

6%

$3,222.00

Discount

$0.00

Prepaid

$0.00

Remaining

= Total (excl. tax) + Total (excl. tax) * (Tax rate / 100) - Discount - Prepaid

$56,922.00

Business account

****

Account name

***

Bank

****

1. Fees billed by matter stage. 2. Filing fees and third-party costs excluded. 3. Litigation representation quoted separately.

Clients should see review vs memo vs negotiation instead of one retainer blob.

Issue a trial quote after conflict check.

How to use this Legal services quote template

Fill the Legal services quote template online and export a PDF — no Excel download.

  1. 1

    Preview the layout

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  2. 2

    Open the editor

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  3. 3

    Fill and export PDF

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Common questions

Litigation included?
No by default. Quote it as a separate matter.
Hourly or fixed?
Either. Qty is hours or units.
How do I create a Legal services quote template without Excel?
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Use this legal template

Matter stages a client can approve.