Legal Timesheet & Invoice Generator Skill

The Legal Timesheet & Invoice Generator skill is a utility designed for solo practitioners, contract lawyers, consultants, and boutique law firms to streamline daily timekeeping and billing administration.

1. Description

This skill configures the AI Agent to ingest raw daily activity notes, calendar records, or email logs and automatically compile them into professional timesheets and itemized client invoices with calculated totals, taxes, and payment terms.

2. Jurisdictions

• Universal Application: Formats outputs according to standard commercial invoicing rules, supporting multiple currencies, VAT/Sales Tax, and LEDES-compatible activity reporting layouts used worldwide.

3. What It Does in Detail

When supplied with a log of daily events or a list of tasks, the tool processes them using the following workflow:

Raw Input Processing

• Ingests unstructured inputs, such as raw text notes ("Mon: 2hr call with Bob regarding contract, 1hr editing. Tue: 45min email review"), calendars, or dictation transcripts.
• Standardizes descriptions into clear, professional billing narratives (e.g., "Conducted conference call with Client (B. Smith) to discuss draft distribution agreement (2.0 hrs)").

Automated Calculations

• Computes totals based on user-configured hourly rates, flat rates, or retainer drawdowns.
• Automatically calculates local taxes (VAT, GST, or Sales Tax) and outputs net and gross sums.
• Incorporates custom invoice metadata, such as unique invoice numbers, billing periods, payment terms (e.g., Net 30, due upon receipt), and wire transfer/payment instructions.

Structured Document Outputs

1. Client-Facing Invoice: A clean, professional PDF/Markdown invoice ready to send directly to the client.
2. Detailed Timesheet: A detailed breakdown of hours worked, categorized by task type and date, ideal for attachments or internal records.
3. LEDES/CSV Export: Raw structured data format matching industry standard UTBMS (Uniform Task-Based Management System) codes for import into enterprise legal billing software.

4. Recommendation (When to use)

Enable this skill when:

• You are a solo attorney, barrister, or contractor and want to automate your weekly or monthly invoicing cycle.
• Converting messy calendar events or phone log histories into client-ready timesheets in seconds.
• You need to generate standardized billing data exports to integrate with corporate clients' legal spend platforms.
• Building clear, evidence-based billing logs to show a client how a project retainer was spent.