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Billing Summary

Privilege-Safe Billing Summaries in Minutes, Not Hours

10 minutes with CaseMark

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Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

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Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

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Workflow

Billing Summary

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Workflow

Billing Summary

Overview

CaseMark's Billing Summary skill transforms raw time entries and expense data into polished, privilege-safe billing narratives ready for client delivery. It automatically categorizes hours by task, calculates totals, enforces engagement-letter rules, and produces clear executive overviews—all while safeguarding attorney-client privilege.

Preparing legal billing summaries is a tedious, error-prone process that consumes significant attorney and staff time each billing cycle. Manually converting hundreds of time entries into coherent client narratives while checking engagement-letter compliance and protecting privilege creates bottlenecks, delays invoicing, and risks ethical violations or client disputes.

CaseMark automates the entire billing summary workflow—from categorizing time entries and calculating totals to generating privilege-safe narratives and checking engagement-letter compliance. The result is a professional, client-ready billing summary produced in minutes instead of hours, with built-in ethical safeguards that reduce risk and accelerate cash flow.

How it works

  1. 1. Upload your time entries, expense data, and engagement letter or billing guidelines

  2. 2. AI categorizes hours, calculates totals, and checks against billing rules

  3. 3. Review the generated client-ready narrative with categorized breakdowns

  4. 4. Export the final billing summary in your preferred format (DOCX, PDF)

What you get

  • Header and Matter Information

  • Executive Overview with Totals Table

  • Timekeeper Summary

  • Task Category Breakdown

  • Phase and Milestone View

  • Expense Detail with Subtotals

  • Adjustments and Discounts

  • Compliance and Ethical Billing Notes

What it handles

  • Privilege-safe executive overviews with totals tables

  • Timekeeper summary with role, rate, and scope narratives

  • Task category breakdowns with plain-English narratives

  • Phase and milestone tracking for long-running matters

  • Itemized expense tables with justifications and subtotals

  • Engagement-letter compliance checks and ethical billing safeguards

Required documents

  • Time Entry Data

    Detailed time entries including timekeeper name, rate, hours, date, and work descriptions

    .pdf, .docx, .xlsx, .csv

  • Expense Data

    Itemized expense entries with dates, vendors, descriptions, and amounts

    .pdf, .docx, .xlsx, .csv

  • Engagement Letter or Billing Guidelines

    Client billing guidelines specifying approved rates, caps, task codes, and prohibited expenses

    .pdf, .docx

Supporting documents

  • Milestone or Phase Schedule

    Project phase definitions or milestone dates for phase-based billing breakdowns

    .pdf, .docx, .xlsx

  • Prior Billing Summaries

    Previous period billing summaries for consistency in tone and formatting

    .pdf, .docx

  • Write-Down or Adjustment Memo

    Documentation of any discounts, write-downs, or billing adjustments to be applied

    .pdf, .docx

Why teams use it

Eliminate hours of manual invoice drafting with AI-generated billing narratives that are client-ready

Ensure privilege protection with automated safeguards that prevent disclosure of legal strategy in billing descriptions

Enforce engagement-letter compliance automatically, catching rate cap violations, prohibited expenses, and task code errors

Deliver transparent, well-organized summaries that strengthen client relationships and reduce billing disputes

Questions

How does CaseMark protect attorney-client privilege in billing summaries?

CaseMark is specifically designed to generate client-friendly narratives that describe work performed without revealing legal advice, strategy, or privileged communications. Every description is filtered through privilege-safe language guidelines.

Can CaseMark apply our firm's specific billing guidelines and task codes?

Yes. You upload your engagement letter or billing guidelines, and CaseMark enforces rate caps, prohibited expense rules, required task codes, and any other client-specific billing requirements automatically.

What formats does CaseMark accept for time and expense data?

CaseMark accepts time and expense data in PDF, DOCX, and common spreadsheet formats. You can upload exports directly from most legal billing and practice management systems.

How does CaseMark handle write-downs, discounts, and adjustments?

CaseMark includes a dedicated adjustments section that itemizes all write-downs, discounts, and billing adjustments with clear explanations, ensuring full transparency for your clients.

Can CaseMark generate phase-based billing summaries for complex matters?

Absolutely. CaseMark supports phase and milestone views that organize work by project stage, making it ideal for long-running corporate matters, transactions, and litigation with multiple workstreams.

Is CaseMark suitable for both in-house legal departments and law firms?

Yes. CaseMark serves both law firms preparing client invoices and in-house legal teams reviewing outside counsel billing. The summaries are designed to be clear and auditable for any audience.

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