Defensible-billing, legal-AI ethics, and company-data governance that apply across all Timekeeper work. Use whenever drafting, reviewing, or publishing time entries, when handling firm documents or contacts, and when someone asks is this defensible or…
patrickking67/jalmar-properties-ai
SkillsMP has collected 9 skills from patrickking67/jalmar-properties-ai. Open a skill to review its source and details.
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Skills in this repository
Showing 9 of 9 collected skills.
The firm's billing workflow — QA drafted time entries, reconcile against a monthly invoice, find unbilled work, run a month-end cycle across timekeepers, and publish the reviewed file. Use when someone says review or QA my billing, check this before I import,…
Review and plan from the firm's Microsoft 365 calendar — what's coming up, what needs prep, deadlines and court dates, and which events were billable. Use when someone says what's on my calendar, prep me for this week, any hearings or court dates, what…
Look up and organize the firm's contacts — clients, opposing and co-counsel, vendors, and service-list members — from the firm's contact export and Microsoft 365. Use when someone asks who is this, find a contact, what's their email or phone, who's the…
Read and produce documents — parse xlsx, docx, pptx, and pdf to extract data, and generate polished workbooks, memos, reports, and PDFs. Use when someone uploads or references a spreadsheet, Word document, slide deck, or PDF (invoices, billing workbooks,…
Find and confirm the right matter for a piece of work from the firm's matter list and Microsoft 365 signals. Use when someone asks which matter does this belong to, look up a matter, list our matters, is this Laguna Beach or Pine Hollow, what's the matter for…
One-query enterprise search across the firm's Microsoft 365 (Outlook, Teams, calendar, SharePoint/OneDrive) and any documents you provide, returning a synthesized, cited answer. Use when someone says find that email or doc, what did we decide about, where's…
The main Timekeeper workflow — reconstruct billable time from Microsoft 365. Use whenever someone says "log my time," "bill my week," "draft time entries," "reconstruct my hours," "what should I bill," "I forgot to track my time," "turn my email and calendar…
First-run setup and health check for Timekeeper. Use when someone installs the plugin, says set up Timekeeper, check my connectors, is this configured, get started, or before the first run. Verifies the Microsoft 365 (and optional SharePoint write)…