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Billing Summary

Create Privilege-Safe Billing Summaries in Minutes

10 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

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 records into polished, client-ready billing narratives in minutes. The AI categorizes work by timekeeper, task, and phase while enforcing engagement-letter rules and privilege safeguards. The result is a professional invoice summary that clearly communicates value to clients without exposing protected strategy.

Drafting client-facing billing summaries is one of the most tedious tasks in corporate legal practice. Attorneys and billing coordinators spend hours manually categorizing time entries, calculating totals, writing narratives, and cross-checking engagement-letter restrictions—all while carefully avoiding language that could waive privilege.

CaseMark automates the entire billing summary workflow. Upload your time and expense data alongside your engagement letter, and the AI produces a complete, privilege-safe narrative with timekeeper breakdowns, task categorizations, expense justifications, and compliance checks—ready for client review in minutes.

How it works

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

  2. 2. AI categorizes entries, calculates totals, and enforces billing rules

  3. 3. Review the generated narrative summary with timekeeper and expense breakdowns

  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

  • Itemized Expense Report

  • Adjustments and Write-Downs

  • Compliance and Billing Guideline Notes

What it handles

  • Executive overview with totals table and workstream highlights

  • Timekeeper summary with roles, rates, 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 checks 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

  • Engagement Letter or Billing Guidelines

    Agreed-upon rates, caps, task codes, prohibited expenses, and other billing rules governing the matter

    .pdf, .docx

Supporting documents

  • Milestone or Phase Schedule

    Project phases, milestone labels, or timeline documents for organizing the summary by stage

    .pdf, .docx

  • Prior Billing Summaries

    Previous period summaries for consistency in formatting, terminology, and running totals

    .pdf, .docx

Why teams use it

Reduce billing narrative drafting time from hours to minutes while maintaining accuracy and professionalism

Automatically enforce engagement-letter rules, rate caps, and prohibited-expense restrictions

Protect attorney-client privilege with AI-generated narratives that never reveal legal strategy

Deliver clear, categorized breakdowns that help clients understand exactly what they are paying for

Questions

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

CaseMark automatically converts detailed time entries into client-friendly narratives that describe work performed without revealing legal strategy or privileged advice. The AI is specifically trained to maintain privilege-safe language throughout every section of the summary.

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

Yes. Upload your engagement letter or billing guidelines and CaseMark will flag prohibited expenses, verify rate compliance, apply task codes, and check against caps or other restrictions specified in your agreement.

What billing formats and task code systems does CaseMark support?

CaseMark supports standard legal billing categories and can override defaults with client-specific task codes such as UTBMS or LEDES codes. Simply include your required codes in the billing guidelines upload and the AI will map entries accordingly.

How accurate are the calculations in the generated summary?

CaseMark computes all fee totals, expense subtotals, discounts, and net amounts directly from your uploaded data. We recommend a quick review of the output to confirm figures match your records before sending to clients.

Can I generate billing summaries for multi-phase or long-duration matters?

Absolutely. CaseMark includes an optional phase and milestone view that organizes work by project stages, making it easy for clients to understand progress and costs across extended engagements.

What file formats can I upload for time and expense data?

CaseMark accepts PDF and DOCX files containing your time and expense records. You can upload exports from your billing system, spreadsheets saved as PDF, or any structured document with the required entry details.

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