Capacity and Pricing Calculator

A spreadsheet that shows what each client actually costs in hours, what to charge next cycle, and when the team is full.

Many firms price from last year's invoice plus a guess. This workbook works from hours: log actual time per client, and it computes effective hourly rate, margin, and the fee needed to hit your target rate.

A capacity tab rolls hours up across the team and flags the months where work exceeds available labor, before the deadline crunch hits. Includes a worked example firm and instructions for a one-hour annual repricing review.

What's included

Client time and rate calculator
Effective hourly rate and margin view
Team capacity forecast by month
Annual repricing review guide
Worked example with sample data

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$59

One-time purchase. Excel and Google Sheets workbook.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.