Legal Invoice Auditor

What it takes in

The inputs you provide on each run, validated before anything executes.

5 tasks, run in order.

Each task passes its result to the next. Here's what each does and what it produces.

1. 01
   Parse {{invoiceData}} from {{firmName}} for matter {{matterNumber}}. Extract every time entry: date, timekeeper name, timekeeper role (Partner/Associate/Paralegal), hours, rate, amount, and task description. Also extract all expense entries with amounts and descriptions.

   Expected output

   JSON object: {firm, matter, invoice_number, invoice_date, time_entries: [{date, timekeeper, role, hours, rate, amount, description}], expenses: [{date, description, amount}], total_fees, total_expenses, total_invoice}
2. 02
   Validate each timekeeper against the approved rate card for {{firmName}} from the knowledge base. Flag any timekeeper not on the approved list or billing above their approved rate. Calculate the overcharge amount per violation.

   Expected output

   JSON array: [{timekeeper, billed_rate, approved_rate, difference, total_hours, total_overcharge, status (approved/unapproved/rate_violation)}]
3. 03
   Audit each time entry against the Outside Counsel Billing Guidelines. Check for: block billing (multiple tasks in one entry over 2 hours), vague descriptions, excessive hours for task type, administrative tasks at attorney rates, duplicate entries (same date/description/hours), and weekend/holiday work without pre-approval.

   Expected output

   JSON array of violations: [{entry_date, timekeeper, hours, amount, violation_type, guideline_reference, recommended_adjustment, explanation}]
4. 04
   Use Google Sheets named Legal Invoices to update the legal spend tracker: add new rows for each invoice line item, update the running total for {{firmName}} and {{matterNumber}}, calculate year-to-date spend, and update the violations dashboard with trending data.

   Expected output

   Tracker update confirmation: {rows_added, ytd_spend_firm, ytd_spend_matter, total_violations_this_invoice, historical_violation_rate_firm}
5. 05
   Use Gmail to create a draft to audit results to the billing partner at {{firmName}}. Email includes: invoice summary, total recommended adjustments with line-item detail, specific guideline references for each disputed entry, and request for revised invoice within 15 business days.

   Expected output

   Email sent confirmation: {recipient, subject, adjustment_amount, disputed_entries_count, revised_invoice_due_date}

Tools it uses

What you can do with it