Invoice Templates & PDF / Word Layouts

Legalistik lets you brand client bills either by switching instant built-in PDF themes or uploading custom Word (.docx) Invoice Templates matched to your law firm’s letterhead.

1. Uploading a Custom Word (.docx) Invoice Template

1. Go to Settings → (2) Invoice Templates.
2. (1) Inspect variables under Merge Fields and click Add .docx Template to upload your letterhead template.

2. Choosing a PDF Layout or Exporting to Word

From any invoice preview modal:

1. (1) Switch between Layout 1 (Classic), Layout 2 (Navy), and Layout 3 (Minimal) and save your firm default.
2. (2) Use Download / Print PDF, Download Word (.docx), or Send via Email in one click.