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Legal Billing Templates

Establishing trust with your clients is instrumental to your firm’s success—not to mention maintaining your reputation. An easy way to gain client trust is to provide clear guidelines about your firm’s payment processes, IOLTA compliance, and other essential policies from the start.

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We’ve created a set of Legal Billing Templates to help your firm ensure client satisfaction, simplify the intake process, and document your security policies.

These templates include:

  • A Sample Credit Card Authorization Form

  • A Sample ACH/eCheck Authorization Form

  • A Sample Employee PCI/Security Template

  • A Sample Attorney Fee Agreement