Legal Services Proposal Template

If you're looking for a fully editable business proposal template suitable for your law firm, you're at the right place! This proposal template for legal services was used over 24,000 times in 2023 alone and brought close to $54 million in sales to companies worldwide. And the best part is, it's 100% customizable!

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Everything you need is included

Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.

  • Case study example
  • Pricing
  • Next steps with digital signing
  • Pre-written contract
  • Get paid straight from the proposal
Visually attractive cover

We all know that, when it comes to legal services, clean-looking documents are a must. For that reason, we made sure the first thing your clients see is a stunning cover, with everything you need to start the proposal in an attention-grabbing way. Like the rest of this template, every part is editable, from the text and logo to the background image.

Pre-written introduction section

Section Our introduction section is the best way to combine a cover letter with a meeting summary and explain to your potential clients exactly which services you will provide them. Using this proposal template will get you a pre-written introduction section that is already structured to suit your needs. All you have to do is add a few specifics, and it's ready to be sent out!

Processes and timelines

Reading about the scope of legal services may sound complicated and overwhelming to your potential clients. Luckily, our Plan of action section is already structured to fit the perfect amount of information. Add some details specific to your company, and it's good to go!

Case study example

The best way to present yourself to a client is by encouraging words from a previous one. If you want to be taken seriously, you need to show that you understood the client's needs and came up with a practical solution. Our proposal software offers you an example case study.

All you need to do is replace our example with one of yours and use the structure we've used.

Pricing

No matter how you want to charge for your legal services, it is all possible with this automatically calculated pricing table. All you need to do is put the numbers in, type a short one-line description of your services, and the quote part is done!

If it suits your process, you can add discounts, multiple tables, or packages.

Next steps with digital signing

One of the biggest reasons consulting businesses don't close deals is that they fail to offer a way of closing it right away. That's why this proposal template comes with a 'Next Steps' page, which you barely have to alter at all. Just detail the next steps your client will go through and ask them to sign or type their name and click Accept.

Our digital signatures are 100% legal and compliant. Once your client signs, you will see the digital signature certificate in your Better Proposals account.

Pre-written contract

No one understands the need for a contract that will cover your work better than companies providing legal services. If you don't have one yet, we included the Terms and Conditions chapter, written with legal services in mind. That said, to ensure it is fully applicable to your business, we suggest reading it over one more time.

Get paid straight from the proposal

No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe, and GoCardless.

Your docs, your branding

Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.

1. Let's begin

Legal Services Proposal Template

Reuse what works

Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.

Legal Services Proposal Template
Added Team 1 Block
Added Team 1 Block

Become flawless

Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.

  • {{company_name}}
  • {{first_name}}
  • {{last_name}}
  • {{email_address}}
  • {{brand_company_name}}
  • {{owner_first_name}}
  • {{owner_last_name}}
  • {{owner_email_address}}
Click to add a merge tag Click to add a merge tag

Create VIP experiences

Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.

What would you like to add?
add form
Add content
Add booking calendar
Add payment step
Redirect users
Add Calendar
Calendly added
Onboarding sidebar Onboarding users after they sign and collecting required information

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

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