billing

Billing

Everything between "drafted" and "billed." A bad import is painful to unwind and a misposted or duplicated entry becomes a client fee-objection, so this skill is the gate. Reference ${CLAUDE_PLUGIN_ROOT}/references/billing-format.md and ${CLAUDE_PLUGIN_ROOT}/references/matters-and-rates.md; honor learned-mappings.md. The Clio reports that feed QA and reconciliation (billing history, AR aging, client productivity) are mapped in ${CLAUDE_PLUGIN_ROOT}/references/clio-exports.md.

Modes (pick from the request)

Review / QA — run the billing-auditor agent over a draft CSV/workbook: exact matter names, rate correctness (incl. the FTC 90% cases), quantity sanity, duplicates/overlap, description quality, non-billable flags. Return findings as Blockers / Warnings / Notes with the fix and a one-line verdict.

Reconcile against an invoice — given a monthly invoice (PDF/xlsx), have billing-auditor match drafts to billed line items; report billed-but-not-drafted and drafted-but-not-billed.

Find unbilled time — run activity-miner over the period, diff against a billed export or prior draft, and report the gaps with confidence and a rate × hours dollar estimate. Lead with total recoverable dollars — that's the headline. Without a baseline you can only list activity, not find gaps, so ask for one.

Month-end cycle — orchestrate across timekeepers with approval gates: draft each (via time-entry) → ⛔ review → audit the combined set (incl. cross-timekeeper duplicates) → reconcile/gap-check → ⛔ approve → publish + a short memo with totals by matter and timekeeper. The gates are the feature; never collapse them.

Publish — only publish reviewed entries. Produce the deliverable set per ${CLAUDE_PLUGIN_ROOT}/references/output-style.md — CSV (import) + the billing workbook (.xlsx), plus a period memo at month-end — and publish to the automation SharePoint site at Billing Drafts/<YYYY>/<MM - Month>/ (reconciliations and gap analyses go to Reports/) via a write-capable Microsoft connector, or save locally and report the path if none is connected. Never overwrite source data, the firm's originals, or an existing draft (version with _vN).

Output

Findings or a roll-up with totals, the file location if published, and clear next steps. Prefer a script for mechanical checks (matter-name validation, duplicate detection) — faster and repeatable. Always end with a human decision point, not an auto-action.