Legal Services Proposal Template

Present your services with our compelling Legal Services Proposal Template – outline your expertise and client approach to legal matters.

Preview of Legal Services Proposal Template
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About this template

Captivate the entire decision-making committee and manage complex legal service sales cycles with our engaging and easy-to-use Legal Services Proposal Template. Our template guarantees a smooth buying journey, aiding your sales team in closing challenging contracts and gaining more clients.

What's included?

  • Executive summary
  • Goals & metrics
  • Understanding your needs
  • Service overview
  • Legal team
  • Our achievements
  • Timeline
  • Investment
  • Contact us

Included in our legal proposal template

Goals & metrics

Start your proposal with a clear alignment on what success looks like. The goals & metrics section helps you demonstrate strategic thinking by outlining key objectives—like reducing risk exposure, improving compliance, or closing a case within a set timeframe. Our legal proposal template comes complete with a pre-filled section that you can easily customize.

a poster that says defining a clear legal path forward

Client needs

This section gives you space to outline your understanding of the client's current situation, legal challenges, and pain points. This pre-filled section is easy to customize, ensuring every proposal is both relevant and strategic.

templated breakdown of legal services

Engagement roadmap

Guide your prospective client through the process with a visual, easy-to-follow engagement roadmap. Whether you’re outlining legal case milestones, contract phases, or retainer steps, this section brings clarity and professionalism to your legal proposal.

a timeline for a legal engagement of this nature

Pricing

Break down your legal fees clearly with Qwilr’s legal services proposal pricing section. Whether you use hourly rates, flat fees, or retainer packages, this section is designed for transparency and flexibility. The dynamic and interactive pricing table is simple to customize and allows you to easily display your bespoke pricing structures and packages.

a screenshot of the legal services pricing packages

Pre-written agreement

Speed up client onboarding with an integrated pre-written legal engagement agreement. This section includes standard terms and is ready for digital signing, so your client can move forward without the paperwork hassle.

a privacy policy is displayed on a computer screen

Why Qwilr?

Design interactive proposals

Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.

Built-in e-sign functionality

Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.

Real-time proposal analytics

Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.

Frequently asked questions

  • Briefly introduce your law firm and highlight your expertise in the legal field.
  • Clearly outline the specific legal services you offer and how they address the client's needs.
  • Provide transparent pricing details for each service, ensuring clarity and avoiding any hidden costs.
  • Present a realistic timeline for completing the legal services, taking into account any potential delays or complexities.
  • Include testimonials from satisfied clients to build trust and showcase your firm's track record.
  • Clearly state the terms and conditions of engagement, including payment terms and any limitations of liability.
  • Provide your firm's contact details for any further inquiries or to proceed with the proposal."

  • Thoroughly outline the extent of our offered services.
  • Provide a breakdown of fees. Clearly explain payment terms.
  • Showcase your firm's experience and expertise in areas of law.
  • Address concerns that clients may have by offering solutions and mitigating risks.
  • Use language and formatting to enhance credibility.
  • Tailor each proposal to cater specifically to the needs of every client.

Craft a compelling pitch for legal services by showcasing your deep understanding of your client's unique legal needs.

Clearly outline how your expertise and experience make you the best choice among other legal service providers. Demonstrate your ability to navigate any challenges and keep the project on track, instilling confidence in potential clients.