AI Agent Workflow Collection

Cross-client and cross-attorney billing reports — WIP summary, hours by client, attorney utilization, budget status across all matters, AI cost summary, and invoice history. Use for month-end review, partner reporting, client budget conversations, or firm-wide billing oversight.

Show the current billing state — active client, hours logged today, WIP for the active matter, and budget status. Also serves as the end-of-session billing panel when triggered by the Stop hook. Use when checking billing state, logging time at end of a session, or switching clients.

Run the billing digest — surface outstanding WIP, stale entries, and budget alerts across all clients and attorneys. Use when you want a quick billing health check, at the start of each month before invoicing, or any time you want to know what's unbilled. Trigger phrases: "billing summary", "what's my WIP", "monthly billing", "billing health check".

Generate a printable invoice exhibit from approved time entries for a client. Produces a Markdown file formatted as supporting documentation to attach to a client invoice. Use when billing period closes and entries have been approved in wip-review.

View and update billing rates — default hourly rates per attorney, client-specific overrides, billing arrangements (hourly, flat fee, contingency), and billing increments. Use when onboarding a new client, renegotiating a rate, or reviewing what rates are configured.

Add a time entry manually — for work done outside a Claude Code session, corrections, or entries not captured by the billing panel. Use when logging time for a phone call, document review done in another tool, court appearance, or any billable work not associated with a Claude session.

Review, edit, and approve pending time entries before invoicing — the pre-billing step. Use when preparing to send an invoice, doing end-of-month billing review, writing down or writing off entries, or auditing unbilled WIP across matters.