Compare a draft bill to the last costs disclosure and any updates
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Line the bill up against the disclosure and list work, rates or totals that were not disclosed or updated.
- What the lawyer must review
- Confirm updates were given when the current rule required them
- Check for undisclosed overshoot, which can make the bill unrecoverable
- 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 | Line the bill up against the disclosure and list work, rates or totals that were not disclosed or updated. |
| 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 |
|---|---|---|---|
| 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. |
| Progress report of legal costs incurred | Letter | AI use Yellow | Written report, given without charge on a reasonable request, of the legal costs incurred to date or since the last bill, with the figures taken from the ledger. |
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.