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Billing Summary

Privilege-Safe Billing Summaries in Minutes, Not Hours

10 minutes with CaseMark

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10 minutes with CaseMark

What you'll need

  • Time and Expense Data
  • Engagement Letter or Billing Guidelines

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

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 work, calculates totals, enforces engagement-letter rules, and produces executive overviews that explain fees clearly without exposing protected legal strategy.

Drafting legal billing summaries is a tedious, error-prone process that consumes significant attorney and staff time each month. Manually converting cryptic time entries into client-friendly narratives while ensuring privilege protection and billing guideline compliance creates bottlenecks, delays invoicing, and risks costly mistakes.

CaseMark automates the entire billing summary workflow, ingesting time entries, expense records, and engagement-letter rules to produce comprehensive, privilege-safe narratives in minutes. The AI categorizes work, validates compliance, calculates totals, and generates polished documents that are ready for client review and delivery.

How it works

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

  2. 2. AI analyzes entries, categorizes work, and enforces billing rules

  3. 3. Review the generated narrative, timekeeper breakdowns, and expense summaries

  4. 4. Export the client-ready 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 Billing Guideline Notes

What it handles

  • Privilege-safe executive overviews with totals tables

  • Timekeeper summary with role, rate, hours, and scope notes

  • Task category breakdown with plain-English narratives

  • Phase and milestone tracking for long billing periods

  • Itemized expense tables with justifications and subtotals

  • Engagement-letter compliance and ethical billing safeguards

Required documents

  • Time and Expense Data

    Time entries with timekeeper, rate, hours, description, and date; expense entries with date, vendor, description, and amount

    .pdf, .docx, .xlsx, .csv

  • Engagement Letter or Billing Guidelines

    Client engagement letter specifying rates, caps, task codes, prohibited expenses, and other billing rules

    .pdf, .docx

Supporting documents

  • Milestone or Phase Schedule

    Phase labels, milestone dates, or project timeline for phase-based billing breakdowns

    .pdf, .docx, .xlsx

  • Prior Billing Summaries

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

    .pdf, .docx

Why teams use it

Eliminate hours of manual narrative drafting with AI-generated, client-ready billing summaries

Protect attorney-client privilege with automated safeguards that scrub strategic details from descriptions

Ensure compliance with engagement letters, rate caps, and client billing guidelines automatically

Deliver professional, consistent billing documents that strengthen client trust and reduce invoice disputes

Questions

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

CaseMark automatically converts time entry descriptions into client-friendly narratives that explain the purpose and scope of work without revealing legal advice, strategy, or privileged communications. Every narrative is crafted to be safe for disclosure.

Can CaseMark enforce our firm's engagement letter rules and billing guidelines?

Yes. You upload your engagement letter or billing guidelines, and CaseMark validates entries against rate caps, prohibited expense categories, task code requirements, and other contractual terms. Non-compliant items are flagged for your review.

What formats of time and expense data does CaseMark accept?

CaseMark accepts time and expense data in common formats including PDF exports from billing systems, spreadsheets (XLSX, CSV), and DOCX documents. Simply upload the files containing your timekeeper entries and expense records.

How does CaseMark categorize work into task categories?

CaseMark uses a default set of legal task categories such as Research and Analysis, Drafting, Client Communications, and Regulatory/Compliance Work. If your client provides custom task codes or UTBMS codes, CaseMark will map entries to those codes instead.

Can CaseMark handle write-downs, discounts, and fee adjustments?

Absolutely. CaseMark incorporates any write-downs, volume discounts, or courtesy adjustments you specify, reflecting them transparently in the totals table and providing clear justification narratives for each adjustment.

How long does it take to generate a billing summary?

CaseMark typically produces a complete, client-ready billing summary in about 10 minutes, regardless of the number of time entries. This replaces what often takes hours of manual drafting and review.

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