Timekeeper

Deep Microsoft 365 discovery for billable work — sweeps a timekeeper's Outlook sent and received mail, Teams messages and meeting chats, calendar events, and SharePoint/OneDrive document activity across a date range, then returns structured, de-duplicated candidate time entries, each with a matter guess, duration estimate, confidence, and a source citation. Use whenever Timekeeper needs to find what actually happened in a window before drafting entries, including scoped single-matter sweeps for find-unbilled-time. Read-only; never sends mail or changes anything.

Quality-assurance and reconciliation pass over drafted time entries before they are billed — checks exact matter names, rate correctness, quantity sanity, duplicate and overlap detection, and description quality, and (when given a monthly invoice) reconciles drafts against what was actually billed. Returns findings grouped by severity. Use before publishing or importing, and whenever the user asks to review, QA, or reconcile billing.

Turns raw candidate activity into finished, import-ready time entries in the firm's exact billing format — sets the correct matter and per-timekeeper rate, writes each description in the firm's billing voice, rounds to tenths, and emits rows matching the CSV schema plus a flag list for anything uncertain. Use after discovery to compose the actual draft entries a human will review.

Fast triage for Timekeeper requests — classifies what the user wants, extracts the timekeeper, date range, and matter scope, and returns a compact plan naming the skill to run plus any missing inputs to ask for. Use at the very start of a request to route it cheaply before spinning up heavier work.

Defensible-billing, legal-AI ethics, and company-data governance that apply across all Timekeeper work. Use whenever drafting, reviewing, or publishing time entries, when handling firm documents or contacts, and when someone asks is this defensible or ethical, ABA 512, can AI draft my time, what about confidentiality, how should we handle this data, or will this survive a fee audit.

The firm's billing workflow — QA drafted time entries, reconcile against a monthly invoice, find unbilled work, run a month-end cycle across timekeepers, and save the reviewed deliverables to the working folder. Use when someone says review or QA my billing, check this before I import, reconcile against the invoice, what did I forget to bill, find unbilled time, close the month, or run billing for everyone. Never bills automatically — every output is reviewed by a human first.

Review and plan from the firm's Microsoft 365 calendar — what's coming up, what needs prep, deadlines and court dates, and which events were billable. Use when someone says what's on my calendar, prep me for this week, any hearings or court dates, what meetings did I have, or block time for something.

Look up and organize the firm's contacts — clients, opposing and co-counsel, vendors, and service-list members — from the firm's contact export and Microsoft 365. Use when someone asks who is this, find a contact, what's their email or phone, who's the counsel on a matter, who's on the service list, or needs to dedupe or reconcile contact info.

Read, validate, and produce documents — parse xlsx, csv, docx, pptx, and pdf to extract data, and generate polished workbooks, memos, reports, and PDFs. Use when someone uploads or references a spreadsheet, CSV, Word document, slide deck, or PDF (invoices, billing workbooks, contracts, court filings, financial reports, activity exports), or asks to read, validate, extract, summarize, convert, or produce one.