| name | billing-summary |
| title | Legal Billing Summary |
| description | Produces privilege-safe U.S. corporate legal billing summaries from time and expense data. Converts entries into client-friendly narratives with categorized hours, rates, expenses, and milestones while enforcing engagement-letter rules and ethical billing safeguards. Use when asked to create a billing summary, invoice narrative, timekeeper breakdown, expense summary, or fee narrative. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/billing-summary |
| license | Apache-2.0 |
| version | 0.1.1 |
| execution_mode | open |
| jurisdiction | us |
| practice | general |
| language | en |
| tags | ["summarization","summary"] |
Legal Billing Summary
Generate a client-ready billing narrative that explains fees and expenses clearly while preserving privilege.
Required Inputs
- Billing period (start/end dates), matter name, client name
- Time entries: timekeeper, rate, hours, description, date
- Expense entries: date, vendor, description, amount
- Engagement letter or billing guidelines (rates, caps, task codes, prohibited expenses)
- Milestones or phase labels (if any)
- Write-downs, discounts, or adjustments (if any)
Output Structure
Populate every section below.
1. Header
Matter | Client | Billing Period | Responsible Attorneys | Billing Guidelines Reference
2. Executive Overview
3-6 sentences on the period's major workstreams and outcomes, plus a totals table:
| Metric | Amount |
|---|
| Fees | $ |
| Expenses | $ |
| Total | $ |
| Discount/Write-down | $ |
| Net Total | $ |
3. Timekeeper Summary
| Timekeeper | Role | Rate | Hours | Fees | Notes |
|---|
Notes column: explain scope (e.g., "board governance research," "drafted consent resolutions").
4. Task Category Breakdown
Default categories (override with client task codes if provided):
- Research and Analysis
- Drafting and Document Production
- Client Communications
- Internal Strategy and Case Management
- Negotiation and Counterparty Communications
- Regulatory/Compliance Work
- Filings and Formalities
- Other (define clearly)
| Category | Hours | Fees | Narrative |
|---|
Narrative: explain purpose and outcome in plain English; never reveal legal advice or strategy.
5. Phase View (optional, recommended for long periods)
| Phase / Milestone | Dates | Key Work Performed | Fees |
|---|
6. Expenses
