Custom Fields
Allow custom fields for matter codes, client PO numbers, and staffing subrates so invoices match client billing requirements and automate mapping to accounting systems without manual reformatting.
Consistent lawyer invoice templates reduce invoice disputes and speed collections by presenting fees, hours, and staffing details clearly, while enabling automated validation and digital signing to maintain accuracy and traceability.
Responsible for assembling staffing invoices, validating hours and rates, reconciling retainers and adjustments, and ensuring invoices comply with client billing guidelines before sending for approvals and signatures.
Manages time and placement details for temporary lawyers, aggregates line items for each placement, tracks expenses, and provides supporting documentation required by clients and auditors.
These templates support consistent financial records and make digital signature integration for approvals more efficient.
Allow custom fields for matter codes, client PO numbers, and staffing subrates so invoices match client billing requirements and automate mapping to accounting systems without manual reformatting.
Built-in arithmetic for hours, rate multipliers, taxes, and retainer application reduces calculation errors and ensures totals reconcile with attached time entries and expense reports.
Track template revisions and preserve prior billing formats so historical invoices remain auditable while new templates are deployed consistently across the team.
Support sequential and parallel signing for staffing approvals, allowing internal approvals and client signatures to occur in a controlled order with reminders and escalation rules.
Maintain tamper-evident logs of each action—views, edits, signatures—with timestamps and IP addresses to support compliance and internal audit requirements.
Connect invoice templates to billing, accounting, and document storage systems to auto-populate client data, post invoices, and archive signed records without repetitive manual uploads.
Use Google Docs templates to draft invoices and import fields into the invoice template, enabling collaborative edits and one-click transfer into the eSignature workflow for signing and storage.
Sync client contacts and matter metadata from CRM systems so invoices automatically include correct client billing contacts, PO numbers, and matter references for faster approvals.
Save signed invoices automatically to designated cloud folders with structured naming and retention rules to simplify retrieval for audits and accounting reconciliation.
Export invoice data or use native connectors to push finalized invoices to accounting platforms, reducing manual posting and improving cash application accuracy.
| Feature | Configuration |
|---|---|
| Approval Routing | Sequential approvals |
| Reminder Frequency | 48 hours |
| Signature Order | Client last |
| Retention Policy | 7 years |
| Document Export | PDF with audit |
Confirm file formats, browser compatibility, and mobile app features so signers can review, annotate, and sign invoices on laptops, tablets, or smartphones without losing layout or data.
A regional law firm placed 12 contract attorneys across multiple matters and needed consolidated monthly invoices to match client cost centers and matter codes.
Resulting in faster client approval cycles, fewer clarification requests, and an 18 percent reduction in days sales outstanding for staffing invoices.
An enterprise legal department engaged short-term counsel under a retainer and required invoices to show retainer application and remaining balance.
Leading to accurate accounting of retainer use, reduced billing disputes, and improved month-end reconciliation between legal operations and accounts payable.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| eSignature legality | |||
| Bulk Send | |||
| API access | |||
| Audit trail detail | Detailed | Detailed | Detailed |
| Feature | signNow (Recommended) | DocuSign | Adobe Sign | PandaDoc | HelloSign |
|---|---|---|---|---|---|
| Monthly starting price | $8/user/month billed annually | $10/user/month billed annually | $9.99/user/month billed annually | $19/user/month billed annually | $15/user/month billed annually |
| Free trial available | Yes | Yes | Yes | Yes | Yes |
| API included | Yes | Yes | Yes | Yes | Yes |
| Template library | Yes | Yes | Yes | Yes | Yes |
| Bulk send capability | Yes | Yes | Yes | Yes | Yes |
| SSO for enterprise | Yes | Yes | Yes | Yes | Yes |