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Check an outside-counsel invoice against billing guidelines
- For Legal teams
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Advanced
About this exercise
Compare the invoice lines to the billing guidelines. Make a markdown table with columns Line, Billed, Guideline issue, Amount to query, one row per line in order. Show the math in each Amount to query cell (for example "2.0 x ($480 - $450) = $60"); write $0 if there is no issue. Follow the guidelines exactly, including the block billing rule. After the table, write one last line exactly in this form: Total to query: $X - for GC review. Do not say whether the invoice is proper or reasonable.
Common mistakes when you ask AI for this
- Block billing missed. The AI only checks rates. Try: Say: "Query the full amount of any entry covering several tasks."
- Travel at full rate. The AI skips the 50% travel rule. Try: Say: "Travel time is billed at 50% of the rate."
- Verdict given. The AI calls the invoice reasonable or overbilled. Try: Say: "Do not say whether the invoice is proper or reasonable."
- No math shown. The AI gives totals without working. Try: Say: "Show the math in each Amount to query cell."
- Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each part instead, for example: "each line under 15 words."
What a strong prompt includes
- Table columns
- Show the math
- Block billing rule
- Travel at 50%
- Exact last line
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