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Client Cost Tracking & Pass-Through Billing

Every AI query, PACER download, and document analysis is automatically logged with cost — broken down by case for transparent client billing.

Client billing and invoice tracking for South Carolina law firm with time entries, expense categorization, and payment status — Track time, generate invoices, and manage payments for every client

The Problem

AI-powered legal tools generate real costs — PACER downloads, API tokens for document analysis, citation verification, and deposition prep. Those costs should be passed through to clients, but tracking them manually across dozens of cases is impossible.

The Solution

Attorney Workbench automatically logs every billable event — every AI call, every PACER document download, every citation verification — with exact cost, linked to the specific case. When it is time to bill, download a detailed cost report by case showing exactly what was spent and on what.

How It Works

Costs Log Automatically

Every AI-powered action (citation verification, motion drafting, deposition question generation, document analysis) and every PACER download is logged with its exact cost, linked to the case it was performed for.

Review by Case

The client billing dashboard shows total costs broken down by case. Drill into any case to see individual billable events with timestamps, descriptions, and amounts.

Export and Bill

Download billing reports by case for client invoicing. Mark items as billed so you know what has been invoiced and what is still outstanding.

What's Included

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Unified Billing Ledger

Every billable event across all AI features — citation checks, motion drafts, deposition prep, document analysis — is captured in one ledger with exact cost per action.

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PACER Cost Tracking

Every federal court document downloaded through PACER is logged with the exact PACER charge. Configure spend caps per case to prevent runaway costs.

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AI Token Usage

Monthly AI token consumption tracked per user with configurable budget enforcement. See exactly how many tokens each feature consumes.

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Per-Case Breakdown

See total costs for any case at a glance. Filter by date range, cost type (AI, PACER, analysis), or billing status.

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Configurable Markup

Set billing rates and markup percentages for cost pass-through. Apply different markups for different cost types (AI usage vs. PACER downloads).

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Usage Alerts

Automatic email alerts at 80%, 90%, and 100% of monthly AI token budget so you are never surprised by overage charges.

See It in Action

Product screenshots showing Client Cost Tracking & Pass-Through Billing in Attorney Workbench.

Firm billing dashboard showing revenue by attorney, outstanding invoices, and cost pass-through tracking — Firm-wide billing visibility for managing partners

Frequently Asked Questions

What costs are tracked automatically?

Every AI-powered action (citation verification, motion drafting, deposition question generation, document analysis, RAG search) and every PACER document download is automatically logged with its exact cost, linked to the case it was performed for.

Can I pass PACER costs through to clients?

Yes. Every PACER download is tracked with the exact charge. You can configure markup percentages and download billing reports showing PACER costs by case for client invoicing.

How do spend caps work?

You can set a maximum PACER spend per case. When the cap is reached, automatic downloads stop and you are notified. This prevents runaway costs on high-volume federal cases.

What happens when I hit my AI token budget?

You receive email alerts at 80%, 90%, and 100% of your monthly allocation. Overage charges are tracked separately and can be passed through to clients.

Can I download billing reports?

Yes. Export billing reports by case showing all billable events with timestamps, descriptions, cost types, and amounts. Use these reports directly for client invoicing.

Ready to See It in Action?

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