Premium Template

Law Firm Financial Summary Template for Google Sheets & Excel

Get a overview of Law Firm Business performance and financial position every month.

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QuickBooks Law Firm Financial Summary

What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

Tailored to the unique financial reporting requirements of law firms, this template provides a detailed summary of financial performance, including revenue, expenses, and profitability. Compatible with Google Sheets and Excel, it aids law firms in managing their financials effectively. Integrating this template with LiveFlow allows for the direct import of financial data from QuickBooks Online, offering a real-time financial overview that supports strategic decision-making.

Key features

  • Tailored financial reporting for law firms, tracking key performance metrics.
  • Supports legal practice management with financial insights.
  • Aids in revenue management, expense tracking, and profitability analysis.

Who can this template help?

CFOs and finance executives in all industries

Use cases

Simplifies the creation of board reports with a comprehensive financial overview.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

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Frequently Asked Questions
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