Sort internal disbursements from external costs before reimbursement
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the invoices, mark each cost as an external cost or an internal cost using the examples on the page, record whether it is charged at cost or above cost, and record the total the report seeks. Do not decide that the cost was necessary.
- What the lawyer must review
- The lawyer decides which costs need approval before reimbursement, whether the report explains the calculation and the need, and whether a cap is required for costs not yet incurred.
- 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 | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Check each amount and the at-cost or above-cost mark against the invoice named in the row.
- Confirm an internal cost charged above cost is not described as payable without approval.
- Confirm the list is not a remuneration approval report and does not say a cost was necessary.
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.
Information Sheet 39 and the ARITA code of professional practice were linked and not opened. The remuneration approval report remains a separate task.