Assemble the figures for a lump-sum costs summary
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the costs orders, the time records and the disbursement invoices the lawyer selects, produce a working table of totals by category. The table is not the costs summary, and no sentence from it is to be copied into the summary the lawyer verifies. The tool does not write submissions on the law.
- What the lawyer must review
- The lawyer decides whether a lump-sum procedure is appropriate, writes and verifies the costs summary within the page limit, and deals with any response.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the costs orders, the time records and the disbursement invoices the lawyer selects, produce a working table of totals by category. The table is not the costs summary, and no sentence from it is to be copied into the summary the lawyer verifies. The tool does not write submissions on the law. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Keep the working table out of the verified summary. The lawyer writes that summary.
- Check the page limits before the summary is filed: 5 pages, or 10 in a large or complex case, unless leave is given.
- Do not include submissions on the law in the summary.
- If the path is a long-form bill, diarise 21 days from the estimate for an objection and the 15 per cent rule in rule 40.33.
Sources
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.