Law Firm Business Plan (With Real Financial Projections)
Most "law firm business plan" templates are one of two things: a free generic worksheet that just prompts you to *write down* your revenue goal, or a $50-100+ investor-grade financial model built for lenders, dense with tabs and formulas you didn't ask for. Neither is built for a solo or small-firm attorney who just needs to know: how many cases do I actually need per month to make this work?
This plan is the middle ground. It's a fully worked example — real overhead numbers, a real break-even calculation, and a real 12-month cash flow projection, all shown with the math traceable line-by-line — built around a solo criminal defense/general practice attorney. Swap in your own fee structure and expenses using the exact same method, and you'll have your own numbers in under an hour.
**What's inside:**
- Executive summary, firm overview, market analysis, and competitive landscape sections
- Services & fee structure worksheet
- Marketing & client acquisition plan
- Organization & staffing plan with a loaded-cost table
- **The core Financial Plan**: monthly overhead breakdown → break-even calculation → startup budget → full 12-month cash flow projection, worked example included, plus a blank version using the identical method
- Visual Year 1 milestone timeline
- Funding request section (for SBA loans / lines of credit — delete if self-funding)
**Who this is for:** A solo attorney or small firm founder who needs a real financial plan — for a bank, for their own clarity, or both — and doesn't want to hire a consultant or wrestle with a generic small-business template that was never built for how law firms actually bill and collect.
**A note on format:** This is delivered as a populated Word document and PDF, not a live recalculating spreadsheet. Every formula and relationship is shown explicitly in the text, so you can rebuild the same math in Excel or Google Sheets in minutes if you want live recalculation — but you don't need to. Works in Word or Google Docs, no macros, no subscription required.
**Join the founders already using this plan to walk into their first bank meeting with real numbers, not guesses.**
Format: .docx (editable) + .pdf. US Letter. Instant download.