billing

Billing

Everything between "drafted" and "billed." A bad import is painful to unwind and a misposted or duplicated entry becomes a client fee-objection, so this skill is the gate. Reference ${CLAUDE_PLUGIN_ROOT}/references/billing-format.md and ${CLAUDE_PLUGIN_ROOT}/references/matters-and-rates.md; honor <working folder>/Timekeeper.xlsx (Rates / Mappings / Skips tabs override defaults; the Entries tab is the cross-run ledger for dedup and unbilled-time gaps).

All outputs land in the working folder the user chose at setup. No SharePoint publishing.

Modes (pick from the request)

Review / QA — run the billing-auditor agent over a draft CSV/workbook: exact matter names, rate correctness (incl. the FTC 90% cases), quantity sanity, duplicates / overlap, description quality, non-billable flags. Return findings as Blockers / Warnings / Notes with the fix and a one-line verdict.

Reconcile against an invoice — given a monthly invoice (PDF / xlsx), have billing-auditor match drafts to billed line items; report billed-but-not-drafted and drafted-but-not-billed.

Find unbilled time — read Timekeeper.xlsx (Entries tab) to get every drafted entry across runs; identify existing billed hours per day. Flag all days with < 5.0 existing billed hours as target days. Run activity-miner over those days; cross-check candidates against the Entries tab (and prior Claude sessions via conversation_search) to avoid duplicates. Lead with total recoverable dollars (rate × hours) — that's the headline. If the firm has a Clio activities export CSV, ingest it into the Entries tab first as billed-elsewhere rows.

Month-end cycle — orchestrate across timekeepers with approval gates: draft each (via draft-time-entries) → ⛔ review → audit the combined set (incl. cross-timekeeper duplicates) → reconcile / gap-check → ⛔ approve → save the deliverables to the working folder + a short memo with totals by matter and timekeeper. The gates are the feature; never collapse them.

Save reviewed deliverables — produce the deliverable set per ${CLAUDE_PLUGIN_ROOT}/references/output-style.md:

• CSV for Clio bulk import (Timekeeper-Entries_<TK>_<start>_<end>.csv)
• .xlsx billing workbook (Summary / Detail / Flags tabs)
• .pdf period memo at month-end

All write to the working folder. Never overwrite an existing file — version with a _vN suffix and say so. Never modify the firm's source files.

Output

Findings or a roll-up with totals, the file paths written, and clear next steps:

• Open Clio — link to https://app.clio.com/nc/#/activities for one-off entries.
• Bulk import — the CSV path.

Prefer a script for mechanical checks (matter-name validation, duplicate detection) — faster and repeatable. Always end with a human decision point, not an auto-action.