Build a draft bill from the time records and the disclosure
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Turn the time entries into a draft bill grouped by task, with entries that sit outside the disclosed scope flagged.
- What the lawyer must review
- Verify the time actually spent
- Check AI arithmetic independently
- Decide proportionality yourself
- 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 | Turn the time entries into a draft bill grouped by task, with entries that sit outside the disclosed scope flagged. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Itemised bill and letter answering a request for one | Letter | AI use Yellow | Covering letter and itemised bill in answer to a request made after a lump sum bill, with the 30-day request period and the 21-day response period, and a named responsible principal. |
| Worksheet comparing a draft bill with the costs disclosure | Checklist | AI use Yellow | Internal worksheet that sets a draft bill beside the last costs estimate, later updates, uplift and AI-assisted time, before the bill is sent. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.