Sample Billing Statement Letter

Billing Statement

 

[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 ISBA Mutual Insurance Company be liable for any direct, indirect, or consequential damages resulting from the use of this material.