Outside Counsel Bill Review & Spend Audit Rubric
Catch block billing, admin padding, duplicate entries, and unapproved rate hikes on outside counsel invoices — then ship a firm-ready write-down memo with the dollar amount and rationale per flagged line. Built for GCs, legal ops, and finance partners enforcing billing guidelines they have no time to police.
A 4-step agentic workflow pack for finance built to run with ChatGPT, Claude, and Gemini. Open the Markdown files, fill the variables, and paste into your model. Most buyers get a reviewable result in about 12 minutes.
- Turn your billing policy into a machine-checkable ruleset the audit can enforce line by line
- Score every invoice line against UTBMS task codes and your guidelines with a confidence level
- Flag block billing, vague narratives, admin work billed at attorney rates, duplicates, and rate creep
- Get a firm-ready write-down memo with the disputed amount and defensible rationale per line
- Trend a firm's billing across matters to surface systemic overbilling and renegotiation leverage
- Reuse the same ruleset every billing cycle so guideline enforcement finally becomes routine
Prompt Customization Service — optional help adapting variables and output to your brand voice. Choose your tier at checkout (not tied to this prompt's price).
This pack is $10 on its own. Buying every pack separately costs $961. The Lifetime Bundle is $149 one-time — you save $812 (84% off) and unlock every future pack free.
Get the Lifetime Bundle — $149Paste the license key from your receipt. It must match this prompt pack.
What ships with your purchase
Prompt files
Plain Markdown files with `{{variables}}` you fill in, ready to paste into ChatGPT, Claude, or Gemini. No setup, no tooling required.
Usage guide
Variable reference, model compatibility, examples, and customization tips so you can adapt the pack to your brand voice.
Lifetime updates
When we improve the pack, you get the new version automatically. Email support included with every purchase.
Models tested: ChatGPT, Claude, Gemini.
The workflow inside this pack
4 composable prompts you run in order — each one picks up where the last left off.
- Step 1
OCG Ruleset Builder
First you paste your billing policy (or ask for a sensible default), and you get back a numbered ruleset with a rule id, category, and a clear pass/fail test for each rule.
- Step 2
Line-Item Audit Engine
First you paste the ruleset plus the invoice line items, and each line is scored against the rules and UTBMS codes with a flag, severity, confidence, and proposed write-down amount.
- Step 3
Deduction Memo Drafter
First you paste the flagged-lines output, and you get a structured memo: summary of adjustments, a per-line write-down table with the rule cited, and a professional closing.
- Step 4 · optional
Spend Pattern Analyzer
First you paste several cycles of audit summaries or invoice totals, and you get back named patterns, the matters or timekeepers driving them, and a quantified leverage estimate.
Perpetual (lifetime) use license
Your one-time purchase includes an ongoing right to use this prompt pack with the AI tools and models you control for your own and your clients' work — not for resale or public redistribution of the files as a product.
We keep the copyright
The prompt files, guides, examples, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need help adapting this prompt to your team? Add Prompt Customization Service at checkout.