Quotes and engagement letters for lawyers: a public link that turns into an invoice
Create a quote with a public link for the client and turn it into an invoice once they accept. What Lexiel's quotes tool does.
Most clients want to know what it will cost before deciding, and most lawyers answer with an improvised email or a different Word document every time. Without a clear document, there are misunderstandings about scope and fees.
And when the client accepts, the same details have to be typed again for the invoice.
How Lexiel solves it, step by step
Lexiel has a quotes screen that starts from the same client and case as the rest of the app.
- Open Quotes, inside Billing, or press Quote or Engagement letter from the case.
- Fill in the quote with the client and the fees.
- Share the quote's public link with the client so they can view it without an account.
- When the client accepts, turn it into an invoice without typing anything again.
What it does not do
- The demo account has no quotes, so the screen appears empty and we could not measure the full flow with data.
Frequently asked questions
Can the quote be sent without the client registering?
Yes, it is shared with a public link.
Does it turn into an invoice?
Yes, the quote is converted into an invoice.
Keep reading
- The full market analysis: legal software comparison for Spain 2026.
- e-invoicing and VeriFactu for lawyers
- law firm management software
Described with Lexiel version 2026.11.04 and the demo account, with fictional data.
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