Draft Invoice Generation
Generate draft invoices from time entry data with consistent formatting, narrative review, and calculation, reducing billing delays.
60-80% reduction in invoice preparation
Consistent formatting and calculation
Practice Management & Billing
The Problem
- ✗Time spent on invoice preparation
- ✗Narrative inconsistencies
- ✗Calculation errors
- ✗Billing delays
- ✗Administrative burden on lawyers
How Claude Helps
Compiles time entries for period, formats narratives consistently, calculates totals and taxes, applies client billing preferences, and generates professional invoices.
Step-by-Step Workflow
Export time entries
Pull entries for the billing period
Apply client preferences
Set format, level of detail, and billing rates
Generate draft invoice
Claude compiles and formats the invoice
Review and adjust
Verify entries, narratives, and calculations
Finalize and send
Approve and deliver to client
Example Prompt
Generate a draft invoice for Acme Corporation: CLIENT: Acme Corporation MATTER: Software License Dispute BILLING PERIOD: January 2026 BILLING ATTORNEY: John Smith TIME ENTRIES: [List of entries with date, timekeeper, hours, narrative] EXPENSES: [List of expenses with date, description, amount] CLIENT BILLING PREFERENCES: - Format: Detailed (include all narratives) - Block billing: No (itemize by entry) - Rate: Partner $650, Associate $400 - Expense markup: None - Payment terms: Net 30 INVOICE FORMAT: 1. Header with firm logo and address 2. Client and matter information 3. Billing period 4. Fee summary by timekeeper 5. Detailed time entries 6. Expense detail 7. Summary totals 8. Payment instructions Generate draft invoice ready for review.
Frequently Asked Questions
Can Claude integrate with billing systems?
Claude generates invoice content. Export to your billing system for finalization.
What about alternative fee arrangements?
Specify the fee arrangement (fixed fee, cap, hybrid) and Claude will format appropriately.
Can Claude apply billing guidelines?
Yes. Provide client billing guidelines and Claude will flag potential issues.