The agent reads the day's emails, calendar events and call notes, then proposes time entries grouped by matter. Each entry carries a short narrative in your firm's style and a note of where it came from. Nothing goes onto a client invoice by itself. A fee earner reviews the draft, edits it and approves it.
You set the rules during the blueprint: billing increments, minimum entries, which matters are fixed fee and which activities are never billed. The agent applies them the same way every day, so entries stop depending on who had time to write them up on Friday afternoon.
Before month end the agent assembles a pre-bill for each matter and flags anything odd, such as a long gap in activity or an entry with no narrative. A partner decides what to write down, adjust or send. Reminders for overdue invoices follow a tone and schedule you agree in advance.
Plan a short trial month where the agent drafts entries beside your normal process. Compare the two, and note which differences are fair and which are mistakes. That comparison shows where the rules need tightening before you rely on the drafts.
If your matters are mostly handled on paper, with no email or calendar trail, there is little for the agent to read. Agree where activity gets recorded first, and the drafts will improve. Measure it by how many drafts your team approves with light edits, and how long invoices wait before going out.
It retries, then alerts your team with the details so nothing slips through.