Sort requested compensation from requested expense reimbursement

Key facts

Human involvement
YellowClose supervision
How AI is used
From the invoices and the application, mark each item as requested compensation for services or as requested reimbursement of expenses, and record whether the application states the amount, the service, the time, and the expense. Do not decide that the cost was necessary.
What the lawyer must review
You decide which head applies. 11 U.S.C. § 330(a)(1) separates reasonable compensation for actual, necessary services, in subparagraph (A), from reimbursement for actual, necessary expenses, in subparagraph (B). The court may award either only after notice to the parties in interest and the United States trustee and a hearing, and subject to sections 326, 328, and 329. Federal Rule of Bankruptcy Procedure 2016(a)(1)(A) requires the application to show in detail the amounts requested and the services rendered, the time spent, and the expenses incurred. The opened text does not sort an internal cost from an external cost, and it does not say that an expense must be charged at cost. Section 330(a)(4) is the court's disallowance of unnecessary duplication and of services that were not reasonably likely to benefit the estate or necessary to administration. That decision is yours to ask for and the court's to make.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceDo not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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