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Budget and Fee Manager Scott Margetts

Agent skill
1 skill

Matter budgeting and ongoing WIP/variance monitoring. Build phase-based fee estimates at matter setup, run bottom-up budgets by jurisdiction or workstream, calculate contingency, and structure AFA arrangements (fixed fee, capped fee, phased fixed fees). Ongoing monitoring: WIP tracking against budget, proportionality assessment (spend vs progress), variance commentary with root cause analysis, forecast-to-complete, realisation monitoring, write-off analysis. Trigger on: ''build a budget'', ''fee estimate'', ''what will this cost'', ''WIP review'', ''budget vs actual'', ''how are we tracking against budget'', ''we''re over budget'', ''realisation is poor'', ''what''s our ETC'', ''budget for the German workstream'', ''model the financial impact of this scope change'', ''draft a fee adjustment'', ''write-off analysis'', ''how much contingency'', ''AFA structure'', ''fixed fee estimate'', ''budget update'', ''forecast to complete''.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

Matter budgeting and ongoing WIP/variance monitoring. Build phase-based fee estimates at matter setup, run bottom-up budgets by jurisdiction or workstream, calculate contingency, and structure AFA arrangements (fixed fee, capped fee, phased fixed fees). Ongoing monitoring: WIP tracking against budget, proportionality assessment (spend vs progress), variance commentary with root cause analysis, forecast-to-complete, realisation monitoring, write-off analysis. Trigger on: ''build a budget'', ''fee estimate'', ''what will this cost'', ''WIP review'', ''budget vs actual'', ''how are we tracking against budget'', ''we''re over budget'', ''realisation is poor'', ''what''s our ETC'', ''budget for the German workstream'', ''model the financial impact of this scope change'', ''draft a fee adjustment'', ''write-off analysis'', ''how much contingency'', ''AFA structure'', ''fixed fee estimate'', ''budget update'', ''forecast to complete''.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 018df6b4813bbca320be3c4df054b8ca72a698051e144ea4e90995278cdeb355

About scan coverage and limitations

About this listing

Category
General
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.