Professional Services & Client Billing Excel Templates
Track billable attorney hours, prevent client trust commingling, monitor multi-client marketing ad spend, and generate printable client invoices without expensive legal/agency SaaS.
Our Professional Services Excel templates provide complete firm operations systems for attorneys, consultants, and marketing agencies, featuring timekeeper hourly rate tiers, IOLTA-compliant client trust reconciliation, multi-client ad spend monitoring, and aged receivables tracking.
Attorney billable rate tiers, retainer replenishment alerts, and IOLTA compliant trust escrow tracking.
Client directory with retainers and ROAS targets, a daily multi-channel ad log, and blended ROAS across clients.
Client ledger, aged accounts receivable, printable invoice builder, and quarterly tax reserve.
Stage-weighted revenue forecast, sales cycle days, win rate %, and tiered rep commission splits.
Price mowing routes from lawn size and production rate, convert bed area and depth to cubic yards, and see revenue per man-hour by crew.
Creator fees, gifted product and commission against promo-code sales: ROAS, CPA, CPM, profit and commission owed per creator.
Monthly sends, opens, clicks, orders and revenue per flow and campaign, with revenue per recipient, bounce and complaint flags, and net list growth.
Plan tax season by week: estimated hours per return type against preparer and reviewer capacity, filing deadlines and client billing.
Bill each client for pallet-days or pallet-months of storage, receiving, pick and pack fees and accessorials, with minimums, an invoice and your margin.
Multi-channel margin, Amazon PPC bids, influencer ROAS, email/SMS metrics, SEO planning and a wholesale line sheet in one Excel pack.
Law Firms, Agencies & Consultants Excel FAQ
Is the law firm trust ledger compliant with IOLTA ethical rules?
Yes. It enforces zero-commingling safeguards, requiring every disbursement to reference an existing individual client retainer balance so trust accounts are never overdrawn.
Can the agency tracker consolidate Meta, Google, and TikTok ad spend?
Yes. It aggregates daily ad spend across all channels per client and computes blended ROAS and Marketing Efficiency Ratio (MER) automatically.