---
title: "Answer a client's request for information about fees and expenses incurred"
url: "https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-a-written-report-of-costs-incurred-on-request/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A42-PE20261022-11-US"
practice_area: "Costs, billing & litigation funding"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Answer a client's request for information about fees and expenses incurred

> List the fees and expenses the file records for the period the client asked about, and any figure the file does not support. Do not send the report.

Canonical page: https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-a-written-report-of-costs-incurred-on-request/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Costs, billing & litigation funding](https://ailawframework.com/obligations/costs-billing-and-litigation-funding.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List the fees and expenses the file records for the period the client asked about, and any figure the file does not support. Do not send the report. |
| What the lawyer must review | You decide what is sent and whether the request is reasonable. Rule 1.4(a)(3) requires the lawyer to keep the client reasonably informed about the status of the matter. Rule 1.4(a)(4) requires the lawyer to promptly comply with reasonable requests for information. Rule 1.4(b) requires the lawyer to explain a matter to the extent reasonably necessary to permit the client to make informed decisions regarding the representation. Rule 1.5(b) is the rule on communicating the basis or rate of the fee and the expenses for which the client will be responsible. Rule 1.5(c) requires a written statement of the outcome and, if there is a recovery, the remittance, only when the fee is contingent and the matter has concluded. These pages do not state a national deadline for an itemised bill. The tool does not decide that the request is reasonable and does not send the report. |
| Written for | United States |
| Applies to | [Prepare a written report of costs incurred on request](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-a-written-report-of-costs-incurred-on-request.md) |

## Checking plan

- What the AI does: List the fees and expenses the file records for the period the client asked about, and any figure the file does not support. Do not send the report.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- There is no national itemised-bill deadline on these pages. Do not invent one.
- The written remittance statement in Rule 1.5(c) is for a concluded contingent-fee matter.

## Sources

- [ABA Model Rule 1.4, Communications](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/) (checked 2026-10-22)
- [ABA Model Rule 1.5, Fees](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_5_fees/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*