What’s inside the Legal Services Proposal.
11 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1A cover with the firm's monogram, an outcome-first title, one line of scope and the particulars
- 2Page 2A covering letter from the lead partner as the executive summary, with the fee at a glance, the start date and one next step
- 3Page 3Situation and objectives: why now, and four objectives from today to the end of 2027
- 4Page 4Approach: four steps from onboarding and the backlog to the playbook and the year's rhythm
- 5Page 5The contract playbook: five clauses with the standard position, the agreed fallback and when to call a lawyer
- 6Page 6Scope: the expected 2027 work by matter with volumes and turnaround, and a Not included list
- 7Page 7Timeline: 2027 at a glance with the dates that matter
- 8Page 8Working together: what Velloway provides with owners and dates, the assumptions and how the teams work
- 9Page 9Why us: a client testimonial, one comparable engagement with results, and the team with their rates
- 10Page 10Investment: three retainers with the most complete first and the recommended one marked, compared with capped and hourly pricing, and a three-month check
- 11Page 11Terms of engagement as six numbered clauses, acceptance with an option to mark and signatures
When to use it.
Legal Services Proposal is an 11-page engagement proposal for law firms pitching commercial contracts and employment counsel to a business. It opens with a covering letter from the lead partner, then sets out four objectives, the approach, a contract playbook of five clauses with the standard position and fallback, the year's expected work with volumes and turnaround, a timeline, the team with their rates and three retainer options against capped and hourly pricing. White pages, EB Garamond headlines, a small navy accent and a square monogram give it a classic, measured feel.
Made for
- Marketing, SEO and web agencies
- Freelancers and consultants
- Design and video studios
- Anyone quoting for client work
Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put your firm's monogram, the client and the particulars on the cover, and rewrite the partner's letter.
- Step 2
Edit the contract playbook clauses and the expected work by matter for this client.
- Step 3
Update the team, hourly rates and the three retainers, and check the capped and hourly comparison.
- Step 4
Review the terms of engagement, then send it for e-signature or export a PDF.
Start from the Legal Services Proposal now.
Questions about this template.
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Is the Legal Services Proposal template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses EB Garamond and Source Sans 3 with #ffffff, #1d2024, #3e434a, #1f3a6b, #e2e4e8, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the legal services proposal for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on Pro and Team: send the proposal for e-signature from Docsiv and follow it under Signatures. Pro sends 40 a month and Team has no limit.
Start your proposal with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your legal services proposal for you to edit, share and send.