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Billing Summary

Create Privilege-Safe Billing Summaries in Minutes

10 minutes with CaseMark

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Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

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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 records into polished, client-ready billing narratives that comply with engagement-letter rules and protect attorney-client privilege. It automates the tedious process of categorizing hours, calculating totals, writing task descriptions, and formatting expense justifications into a professional summary ready for client delivery.

Creating client-ready billing summaries is one of the most time-consuming administrative tasks in corporate legal practice. Attorneys and billing coordinators must manually translate cryptic time entries into clear narratives, cross-reference engagement-letter terms, calculate category subtotals, and carefully scrub descriptions to avoid inadvertent privilege waiver—all under tight month-end deadlines.

CaseMark automates the entire billing summary workflow by ingesting raw time and expense data alongside your engagement letter, then producing a structured, privilege-safe narrative with timekeeper breakdowns, task categorizations, expense justifications, and compliance checks. What previously took hours of manual effort is completed in minutes with consistent quality and built-in ethical safeguards.

How it works

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

  2. 2. AI categorizes hours, calculates totals, and generates privilege-safe narratives

  3. 3. Review the structured billing summary with timekeeper breakdowns and expense tables

  4. 4. Export the client-ready billing summary in your preferred format (DOCX, PDF)

What you get

  • Header & Matter Information

  • Executive Overview with Totals Table

  • Timekeeper Summary

  • Task Category Breakdown

  • Phase / Milestone View

  • Itemized Expenses with Justifications

  • Adjustments, Discounts & Write-Downs

  • Compliance & Privilege Safeguard Notes

What it handles

  • Privilege-safe executive billing overviews with totals tables

  • Detailed timekeeper summary with roles, rates, and scope notes

  • 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 and Expense Data

    Exported time entries and expense records including timekeeper names, rates, hours, descriptions, dates, vendors, and amounts

    .pdf, .docx, .xlsx, .csv

  • Engagement Letter or Billing Guidelines

    Client engagement letter or outside counsel guidelines specifying approved rates, caps, task codes, and billing rules

    .pdf, .docx

Supporting documents

  • Milestone or Phase Schedule

    Project milestones, phase labels, or matter timeline for organizing work into phases

    .pdf, .docx, .xlsx

  • Prior Billing Summaries

    Previous period billing summaries for consistency in tone, format, and running totals

    .pdf, .docx

Why teams use it

Eliminate hours of manual narrative drafting and arithmetic by automating the entire billing summary process

Protect privilege with AI-generated descriptions that explain work performed without revealing legal strategy

Ensure compliance with engagement-letter terms including rate caps, task codes, and prohibited expense rules

Deliver consistent, professional billing summaries that strengthen client relationships and reduce billing disputes

Questions

How does CaseMark ensure privilege is protected in billing narratives?

CaseMark automatically converts raw time entry descriptions into client-friendly language that explains the nature of work performed without revealing legal advice, strategy, or privileged communications. Every narrative is crafted to be safe for disclosure.

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 throughout the summary.

What format should my time and expense data be in?

CaseMark accepts time and expense data in common formats including PDF exports from billing systems, Excel spreadsheets, and Word documents. The AI extracts timekeeper names, rates, hours, descriptions, dates, and expense details automatically.

Does CaseMark handle discounts, write-downs, and billing adjustments?

Absolutely. CaseMark includes a dedicated adjustments section that documents write-downs, volume discounts, courtesy reductions, and any other fee modifications with clear explanations for the client.

Can I use this for matters with multiple phases or milestones?

Yes. CaseMark generates an optional phase view that organizes work by milestone or project phase, making it easy for clients to see progress and costs across long-running or complex matters.

Is this suitable for outside counsel billing to in-house legal departments?

CaseMark is specifically designed for this use case. The output follows corporate legal billing best practices, including UTBMS/LEDES-compatible task categorization and the professional formatting that in-house teams expect.

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