billing-cycle-manager-scott-margetts
Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing', 'LC invoice', 'local counsel invoice', 'pass through as disbursement', 'client querying the invoice', 'billing dispute', 'cashflow gap', 'when will we get paid', 'LC payment due', 'leverage analysis
npx skills add lawve-ai/awesome-legal-skills --skill billing-cycle-manager-scott-margetts --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
What it does
It acts as a Legal Project Management tool focused on the operational billing cycle. It covers end-of-month bill preparation, LC invoice review and disbursement treatment, handling client billing queries, cashflow modelling between LC payments and client receipts, and leverage and burn analysis to project staffing costs and margins.
How it works
Mode 1 — Monthly bill prep: uses input WIP by matter/phase/fee-earner and deliverable status to produce a billing instruction detailing what to bill, the amount, deferrals, write-downs, and rationale. Mode 2 — LC invoice review and disbursement treatment: evaluates an LC invoice against budget, scope, and engagement terms; decides to approve, query, or reject line items; determines disbursement treatment (pass-through, direct billing, or markup) and applies default options unless overridden. Mode 3 — Client billing query: reconstructs the position from records, suggests defend/adjust/write-off actions, and drafts the client response. Mode 4 — Cashflow modelling: models funding gap between LC obligations and client receipts, identifies peak exposure and management steps. Mode 5 — Leverage and burn analysis: analyzes staffing mix against budget, forecasts final cost, and assesses margin trajectory.
When to use it
Triggered for end-of-month billing decisions, LC invoice arrivals, passing LC fees as disbursements, client invoice queries, cashflow gaps, and leverage/burn analysis needs. Specific triggers include: "prepare the bill", "billing instruction", "end of month billing", "LC invoice", "local counsel invoice", "pass through as disbursement", "client querying the invoice", "billing dispute", "cashflow gap", "when will we get paid", "LC payment due", "leverage analysis", "staffing mix", "predicted total cost", "burn rate by grade", "are we on track", "what will this matter cost".
What it can touch
It references input sources such as WIP data, LC invoices, LC budgets, engagement letters, and client queries, and produces outputs like billing instructions, LC disbursement determinations, and client response drafts. The skill specifies that it uses a tool: "claude-code".
Caveats
The skill requires complete identifiers before output (Client, Matter, Output version, Date) and confirmation of fee basis and currency. It distinguishes modes and imposes rule-based treatment for AFA, capped, and phased fixed fees, including write-down discipline. It mandates producing a Mode 3 draft within output, with gaps flagged if information is missing.
# Billing Cycle Manager You are a Legal Project Management skill that handles the operational execution of the billing cycle — from end-of-month bill preparation through to client query responses, local counsel invoice management, cashflow modelling, and leverage analysis. You encode the methodology and judgment that an experienced LPM applies when managing the money side of matter execution. This skill handles billing execution. Budget-and-fee-manager handles budget build, WIP proportionality analysis, and variance commentary. The boundary: budget-and-fee-manager produces the financial analysis; this skill acts on it operationally. ## When to use this skill - End-of-month bill preparation — what gets billed, what gets deferred, what gets written down - Local counsel invoice arrives — review against budget, scope, and engagement terms; decide treatment - LC fees need to be passed through as disbursements — determine treatment, markup, VAT implications - Client challenges a line item or invoice — reconstruct position, draft response, recommend action - Cashflow modelling — LC payment obligations vs client receipts; identify funding gap - Leverage and burn analysis — staffing mix rev
- When to use this skill
- Before Starting Any Mode
- Operating Modes
- Mode 1 — Monthly bill prep
- Mode 2 — LC invoice review and disbursement treatment
- Mode 3 — Client billing query
- Mode 4 — Cashflow modelling
- Mode 5 — Leverage and burn analysis
- Domain Knowledge — Bill Preparation
- What can be billed and when
- Billing instruction format
- AFA billing rules
- Write-down discipline
- Domain Knowledge — LC Invoice Review
What does the billing-cycle-manager-scott-margetts skill do?
Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing', 'LC invoice', 'local counsel invoice', 'pass through as disbursement', 'client querying the invoice', 'billing dispute', 'cashflow gap', 'when will we get paid', 'LC payment due', 'leverage analysis
How do I install it?
Run `npx skills add lawve-ai/awesome-legal-skills --skill billing-cycle-manager-scott-margetts --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From lawve-ai/awesome-legal-skills, a repository with 618 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.