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Legal Services5 agent stages

Time-Based Client Invoicing

Turning billable hours into accurate invoices without the admin overhead

The problem

Lawyers track time inconsistently — some log it daily, others reconstruct it at month end from memory. Billing descriptions are vague, clients dispute charges, and the invoicing cycle is always late. Hours of billable work are lost every month.

The agent solution

1

Time Capture

Tracking Agent

Automatically captures time from calendar events, email threads, and document edits — so lawyers stop relying on memory at month end.

2

Matter Assignment

Classification Agent

Maps each time entry to the correct client and legal matter, flagging ambiguous entries for quick human review.

3

Billing Description

Writing Agent

Converts raw notes like 'call with client re: contract' into professional, defensible billing descriptions that hold up to client scrutiny.

4

Invoice Generation

Document Agent

Generates formatted PDF invoices per client, grouped by matter, with correct rates, totals, and firm branding applied.

5

Payment Follow-up

Monitoring Agent

Tracks payment status, sends polite reminders at set intervals, and escalates overdue invoices to the billing partner.

Recommended agent stack

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Workflow stages

1
Time Capture
2
Matter Assignment
3
Billing Description
4
Invoice Generation
5
Payment Follow-up