# Billing Cycle Manager Scott Margetts

Operational billing execution for legal matters.

- Repository: https://github.com/lawve-ai/awesome-legal-skills (919 stars)
- Category: Business
- License: see repository
- Last updated: 2026-10-19
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add lawve-ai/awesome-legal-skills --skill billing-cycle-manager-scott-margetts -g -a claude-code -y`
Codex: `npx skills add lawve-ai/awesome-legal-skills --skill billing-cycle-manager-scott-margetts -g -a codex -y`
Cursor: `npx skills add lawve-ai/awesome-legal-skills --skill billing-cycle-manager-scott-margetts -g -a cursor -y`
Gemini CLI: `npx skills add lawve-ai/awesome-legal-skills --skill billing-cycle-manager-scott-margetts -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add lawve-ai/awesome-legal-skills`

## Description

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', 'staffing mix', 'predicted total cost', 'burn rate by grade', 'are we on track', 'what will this matter cost'.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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 review, predicted total cost, margin trajectory

---

## Before Starting Any Mode

**Stop. Confirm identifiers before any output is produced.**

```
Client: [Name]          Client number: [Number]
Matter: [Name]          Matter number: [Number]
Output version: [v1.0]  Prepared by: [LPM name]    Date: [Date]
```

If any of the four identifiers are missing, ask before proceeding. Do not produce a billing document without a complete identifier block.

Also confirm:
- Fee basis (T&M / fixed fee / capped fee / other), determines what can be billed and how
- Billing currency, if multi-currency, confirm the invoicing currency and conversion approach
- Whether output is internal (billing instruction) or external (client invoice / query response)

---

## Operating Modes

The rest: https://github.com/lawve-ai/awesome-legal-skills/blob/HEAD/skills/billing-cycle-manager-scott-margetts/SKILL.md