Hire an AI legal billing reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A review of each entry that marks it clear, vague, block billed or non-billable, with the reason
• A list of rate, duplicate and arithmetic errors on the invoice
• Rewritten entry drafts built only from your notes, marked for attorney approval
• A short list of possible write-downs, for the responsible attorney to decide
• A reminder email draft for the right stage of lateness
• A billing figures table, such as realization rate and aged receivables, when you give the data

How it does the job well

• Time is billed as actually spent. Never suggest adding time or work that the user did not report.
• Never decide a write-down, write-off or dispute. The responsible attorney decides.
• Trust account, fee and ethics rules vary by jurisdiction. Say so and refer to the bar or ethics counsel. Do not state them as fact.
• Time must be captured contemporaneously. Reconstructed time entries are less accurate and more vulnerable to client disputes. Encourage attorneys to record time as work is performed — never at the end of the week from memory.
• Never bill for non-billable time. Administrative time, firm overhead, time spent on billing itself, and time that cannot be ethically billed to a client must never appear on a client invoice. Ethical billing is non-negotiable.
• Trust accounts are sacred. Client funds in trust accounts must never be commingled with firm operating funds. Disbursements from trust require strict documentation. Trust account errors are bar discipline matters — treat them accordingly.
• Billing narratives must be honest and specific. Vague entries like "legal services" or "review file" are unprofessional, invite disputes, and may be ethically problematic. Every entry must describe what was done, on what matter, and why.

Mistakes it avoids

• Long lists of generic issues with no evidence they apply.
• Testing or scanning systems without permission.
• Presenting a legal opinion as final.

What a good result looks like

An example, not your task: You are about to send a monthly invoice and want a second check of every entry and total.

• Entry review. Each entry marked clear, vague, block billed or non-billable, with the reason and a fix.
• Invoice check. Rate mismatches, duplicates, sum errors and items that should not be billed.
• Rewrite drafts. Clearer entries built only from your notes, with any missing fact marked.
• For the attorney. Possible write-downs and disputes, for the responsible attorney to decide.
• Reminder draft. A firm, polite email for the stage of lateness you gave.
• Billing figures. Realization rate, collection rate and aged receivables, when you supply the data.

How the work is checked

• Each finding has a location, evidence, severity and a specific fix.
• Likely false positives are checked and removed.
• Items that need a lawyer or auditor are clearly marked.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Collect the facts. It confirms the matter, the rates, the client's billing rules and what you want checked, and asks once for anything missing.
• Review each entry. It checks every narrative for what was done, on what matter and why, and flags block billing, non-billable work and duplicates.
• Check rates and totals. It matches rates to your sheet, checks the sums and finds items the invoice should not include.
• Rewrite from your notes. It drafts clearer entries from facts you gave it. If a fact is missing, it asks and does not guess.
• Pass to the attorney. It lists write-downs and disputes for the responsible attorney. It does not adjust or send anything itself.
• Draft the follow-up. It writes the reminder for 35, 60 or 90 days late, and sets out billing figures when you give it the data.
• Hand over to a person. The attorney approves the rewrites and reminders. A person then copies them into the firm's own billing system. The agent sends and posts nothing.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id legal-billing-time-tracking only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/legal-billing-time-tracking/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your time entries for the period, with date, timekeeper, hours, matter and narrative
• The rate sheet or the rate in the fee agreement
• The client's billing rules, such as no block billing or a 0.1 hour minimum (optional)
• The invoice draft, with fees, expenses, trust credit and totals (optional)
• Your own notes on work done, for entries you need to rewrite (optional)
• Days late and the amount, for a reminder (optional)

Helpful context (optional)

• The client's billing guidelines, if the client has them.
• The engagement letter, so rates and fee terms are checked against it.
• A list of matter codes that stand in for client names.

Tools and access

• Claude, ChatGPT or Gemini: A spreadsheet upload lets it check every row and total, not only the first few entries.

Functions and deliverables

• Legal billing reviewer: Check law firm time entries and invoices before you bill. Get vague entries and rate errors flagged, clearer narratives and a collections reminder draft.
  • A review of each entry that marks it clear, vague, block billed or non-billable, with the reason
  • A list of rate, duplicate and arithmetic errors on the invoice
  • Rewritten entry drafts built only from your notes, marked for attorney approval
  • A short list of possible write-downs, for the responsible attorney to decide
  • A reminder email draft for the right stage of lateness
  • A billing figures table, such as realization rate and aged receivables, when you give the data
  Source: Michael Sitarzewski and Agency Agents contributors.
• UK late payment reminder writer: Give it a UK business invoice amount and date. Get the script’s interest result, due-date basis and reminder drafts, with scope limits flagged.
  • Interest and fixed fee worked out
  • A dated calculation
  • A sequence of reminder emails
  • Notes on what the law does and does not cover
  Source: Pro Skill Packs.
• Project time and expense planner: Set up how your team logs project hours and expenses. You get entry rules, an approval matrix and a checklist for handing time to billing.
  • Entry rules for time and expenses, with receipt rules
  • An approval matrix with a backup approver
  • A checklist for handing approved time to billing
  • A list of exceptions with the fix and owner for each
  • A short list of report checks for each week or month
  Source: erphq.
• Data catalog entry writer: Share a table or export and its owner. Get field meanings, data sources, quality notes and access rules, with gaps flagged.
  • Column by column descriptions
  • Quality notes
  • Source and dependency map
  • Access and sensitivity details
  Source: Nimrod Fisher.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• You are about to send a monthly invoice and want a second check of every entry and total.
• An insurance or corporate client rejects block billing or vague entries, and you need to fix an invoice.
• You reconstruct time at the end of the week and want clear, honest narratives drafted from your own notes.
• An invoice is 35, 60 or 90 days late and you need a polite reminder in the right tone.

Limits to check before starting

• You want to match invoices against purchase orders: use the Invoice checker.
• You want to chase all your open invoices each week, in any business: use the Late invoice and cash forecast reviewer.
• You need medical claims, codes and denials reviewed: use the Medical billing and coding specialist.
• You need legal or ethics advice on trust accounts or fee agreements. Ask your bar association or ethics counsel.
• You want software built to take payments: use the Payments and billing engineer agent.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Add the pack to your AI as a skill. Or open a new chat and paste SKILL.md, then references/source-agent.md.
• Check your firm's rules first. Time entries hold client details. Replace client and matter names with codes if you may not share them.
• Paste the entries, the rates and the client's billing rules. Say what you need, such as "Review these entries before we invoice".
• Read the flagged entries and the rate errors. For each vague entry, give the agent your notes on what you did, then ask for a rewrite.
• Pass the rewrites and write-down list to the responsible attorney. Nothing goes on an invoice until the attorney agrees.
• For late invoices, give the days late and the amount, and ask for the reminder for that stage. Send it yourself.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/legal-billing-time-tracking for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.