The Billing Coach

The Billing Generator

Bill Your Time Today - the better way. Turn any billable task into a polished and client compliant billing narrative in seconds. The value of your legal services can never be assumed by your clients - it's communicated.

- Molly Kremer, Esq.
ATVR Narrative Framework · Action · Task · Value · Result ⓘ

Single Narrative

Paste a blurb about a billable task you just completed. The generator will return a polished 20-25 word narrative using the full ATVR framework calibrated to your role.

Select Your Role ?
📌 Applied
Multiple narratives in one batch. When you've got several tasks queued up - whether contemporaneous or catch-up - add a row for each. Up to 20 at a time, with the matter label preserved on output.
1 of 20
Capture time as you go - throughout the day, every day. Between calls, after a hearing, walking out of a deposition. Jot down the date, the time, the client, what you did - and, optionally, the name of the client billing guidelines from your Vault that apply to that entry (e.g., Chubb, Allstate). The generator reads your shorthand, matches each guideline mention to your Vault, and returns clean ATVR narratives grouped by date and matter. Capture it now, polish it never - the Generator handles that part.
Snap a pic of your notepad - we'll transcribe handwritten entries into the box below. Or just type/paste in the box.

Paste relevant excerpts from your client's billing guidelines, upload a PDF, or pick a saved set from your Vault. The generator will check the narrative against these rules.

No file attached
Built on the proprietary ATVR framework · All rights reserved 2026
Recent Generations
Billing Bookends · Before · Task · After

Billing Bookends

Capture the complete work cycle as three connected entries - the strategic prep before the main event, the event itself, and the substantive follow-up after. Nothing left on the table.

Select Your Role ?
📌 Applied

Paste client-specific billing rules, upload a PDF, or pick a saved set from your Vault. Bookend narratives will be drafted to comply.

No file attached
Three separate entries · present tense throughout · strategic language
Recent Generations
Break It Up · Four Phases · Analyze · Strategize · Draft · Finalize

Break It Up

Defeat block billing. Take a large project (MSJ, purchase agreement, trial prep) and break it up into four unbundled narratives - review/analyze, outlining/strategy, preparation/drafting, finalizing/review - so nothing reads as block billing.

Select Your Role ?
📌 Applied

Paste client-specific billing rules, upload a PDF, or pick a saved set from your Vault. Each phase narrative will be drafted to comply.

No file attached
Four separate narratives · each stands alone · block billing defeated
Recent Generations
Partner-Level Pro Forma Review

Pro Forma Pre-Check

Catch what client bill review will flag - before you send the invoice.

Upload a single-matter pro forma and the Pre-Check reviews every entry against your client's outside counsel guidelines and ATVR best practices. It surfaces:

  • Block-billed entries - automatically broken up into separate advocacy narratives with hours allocated.
  • Vague or clerical-sounding narratives like "Reviewed file" or "Conference call with client" - flagged for clarification or rewritten as advocacy.
  • ATVR weaknesses where your narrative describes the action instead of the strategic value of your work.
  • Possibly missing billing bookends on hearings, depositions, mediations, calls, and meetings - so you can capture prep and follow-up time you may have forgotten to bill.
  • Code mismatches where the task code doesn't match the work described.
  • Compliance gaps specific to the carrier or client guidelines you mapped from your Vault.
  • Spelling errors and typos caught silently before the client sees them.

Designed for partner-level review of a single client's pro forma before invoicing. Each matter can be mapped to its specific carrier or client guidelines from your Vault for compliance-aware review.

For a timekeeper's whole-month review of their own time before submitting to the firm, use the Month-End Pre-Check tab. Like all Pre-Checks, this is a first-pass assistant; partner-level judgment and final review remain with you.

Step 1

Upload your pro forma

PDF format. Multi-page documents up to 8MB are supported. Most pro formas from Aderant, Elite, ProLaw, Centerbase, Clio, Smokeball, and similar billing systems work out of the box.

📄
Click to upload pro forma PDF
or drag and drop here
Recent Pre-Checks
Whole-Month Review for Timekeepers

Month-End Narrative Pre-Check

Catch what bill review will flag - before it ever gets there.

Export your full monthly time report from your billing software and upload it here. The Pre-Check scans every entry across every matter you billed and surfaces:

  • Block-billed entries - automatically broken up into separate advocacy narratives with suggested hours allocated.
  • Vague or clerical-sounding narratives like "Reviewed file" or "Conference call with client" - flagged for clarification or rewritten as advocacy.
  • ATVR weaknesses where your narrative describes the action instead of the strategic value of your work.
  • Possibly missing billing bookends on calls, meetings, and internal communications - so you can capture prep and follow-up time you may have forgotten to bill.
  • Duplicate or near-duplicate entries on the same date for the same matter.
  • Spelling errors and task code mismatches - caught silently before partner review.
  • Repeated identical narratives across the month - fix once with a bulk-action rewrite.

Designed for timekeepers reviewing their own time across the whole month before submitting to the firm. Processes matters in parallel - finishes in roughly the same time whether you have 50 entries or 400+.

For partner-level pro forma review with per-matter carrier guidelines, use the Pro Forma Pre-Check tab. Like all Pre-Checks, this is a first-pass assistant; final review remains with you.

Step 1

Upload your monthly time export

PDF format. Up to 12MB supported.

📄
Click to upload monthly time export PDF
or drag and drop here
Recent Month-End Pre-Checks
Your Personal Vault · Stored on This Device Only

Client Billing Guidelines

Save carrier billing guidelines, client-specific rules, or matter-level instructions for instant reuse on any tab. Your guidelines stay on your device only - they never touch The Billing Coach's servers. Use Export to back up or move them between devices.

Quick Start - how to use this tool

The 30-second version. Type or paste what you actually did. Hit generate. Get a polished ATVR narrative. Copy into your billing software. Move on with your day.

1. Generate Narratives - One Task. Your default. One task, one entry. Paste a plain-English description of what you just finished, hit generate, get a polished 20-25 word ATVR narrative back. This is the move you'll use most days.

2. Generate Narratives - Multiple Narratives. Got several tasks queued up? Switch to this mode (button at the top of the Generate Narratives tab). Add a row for each task - up to 20 - and the generator returns clean narratives for the entire batch in a single shot. Output stays grouped by matter so it's easy to copy into the right place.

3. Generate Narratives - Quick Capture. Real-time capture power tool. Throughout the day - between calls, after a hearing, walking out of a deposition - jot down the date, time, client, and what you did. The generator reads your shorthand and returns polished ATVR narratives grouped by date and matter. Capture it now, polish it never - the Generator handles that part.

4. Billing Bookends. Capture the full work cycle: the strategic prep before a task, the event itself, and the substantive follow-up after. Three narratives, one shot. This is where the time most attorneys leave on the table - the thinking and prep around an event - finally gets captured.

5. Break It Up. For big projects you'd otherwise block bill - MSJ, purchase agreement, trial prep. The generator splits one block of work into four phase narratives: review/analyze, outlining/strategy, drafting, finalizing. Each phase stands alone. Each gets paid.

6. Client Billing Guidelines. Save carrier and client billing guidelines once, apply them with a dropdown click on any of the three generator tabs. Each generated narrative will then be written to comply with whatever you've loaded. Your saved guidelines stay on your device only - never on a server. Use Export to back up or move to another device.

7. Ask The Billing Coach. The gold button in the bottom-right corner of every tab. Drop in any billing question - mindset, resistance, "is this billable?", how to think about a tough billing day - and get a coaching response on the spot. Short memory carries across follow-ups in the same session, then forgets when you close.

Need more detail anytime? Click the ? Help button in the top-right corner of the app.

Saved Guidelines
Vault backups are JSON files. To upload a PDF of carrier guidelines, use "Upload PDF Guidelines" above.

How to Use The Billing Generator

Welcome - what this tool actually is

This generator is a tool, not a substitute for the thinking. Your job is to know what work you actually did - strategically, substantively. My job is to help you say it in a way that doesn't get cut.

The ATVR framework does the heavy lifting, but you bring the raw material. The better the blurb you give it, the better the narrative comes back. Garbage in, polished garbage out.

Bill the thinking, not the typing. If you almost don't bill it, you probably should.

The four tabs

i.Generate Narratives

One task, one entry. Use this when you finished a discrete piece of work and want to bill it cleanly. Paste the messy blurb you'd type into your timekeeper, hit generate, get the polished version. 20-25 words, full ATVR.

Three modes inside this tab: One Task (single narrative), Multiple Narratives (up to 20 structured rows), and Quick Capture (real-time capture as you go - jot down date, time, client, and what you did, and the generator returns polished narratives grouped by date and matter).

ii.Billing Bookends

Capture the whole work cycle. The strategic prep before. The event itself. The substantive follow-up after. This is how you stop leaving 30-40% of your billable hours on the table - the prep and follow-up rarely get billed because they don't feel like "the thing." But they ARE the thing. Bookends puts them on paper.

iii.Break It Up

Anti-block-billing. Take a big project (MSJ, purchase agreement, trial prep) and unbundle it into four phase narratives - Review/Analyze, Outlining/Strategy, Preparation/Drafting, Finalizing/Review. Each one stands alone. Each one gets paid.

iv.Client Billing Guidelines

Save carrier and client guidelines once, apply them with a click thereafter. Your saved data stays on your device - never on my server. Export to back up or move to another device.

Ask The Billing Coach

The gold button in the bottom-right corner of every tab opens a coaching chat with me - in my voice, drawing from my full body of frameworks. Use it for anything around billing that the generator tabs don't cover:

  • Mindset and resistance: "I'm in a backslide", "I keep underbilling and I don't know why", "I'm dreading billing today"
  • Tactical questions: "is this billable?", "I don't have time to bill contemporaneously", "a carrier guideline says X - what does that mean for me?"
  • Stuck moments: "I have 4 hours of unrecorded time and don't know where to start"

The coach remembers your last 2-3 questions in the same session for follow-ups, but forgets when you close the panel. Nothing is stored on a server.

Tips & pitfalls

  • Don't paste your calendar. Describe what you DID, not what was scheduled.
  • Strong verbs. Strong tasks. Strong value. If a verb feels weak, the AI won't fix it - it'll polish weakness. "Reviewed file" is a task hiding from itself. Tell it WHAT was in the file, what you were looking for, what you found.
  • Specifics beat generalities. "Reviewed medical records" is a task. "Reviewed plaintiff's medical records for inconsistencies in the preemption argument" is a story. One gets cut. One gets paid.
  • Matter context is a force multiplier. A few words about the case (type, posture, party) tell the generator more than the task blurb alone. Use it.
  • When in doubt, cringe and count it. The hour you almost don't bill is usually the hour you should.
  • The chip colors aren't decoration. They're showing you the four moves your narrative is making - Action, Task, Value, Result. If "Value" is empty, your billing reads as clerical. If "Result" is empty, the work has no destination. Over time, you stop needing the chips because your brain learns ATVR by default.

About the ATVR Framework

ACTION (the verbs) + TASK (the named work product) + VALUE (why it matters) + RESULT (where it's headed). Every solid billing entry has all four. Most attorneys nail Action and Task. Where they lose money - every single day - is in Value and Result.

Privacy & Data Handling

Short version: Your inputs go to Anthropic's API for the moment of generation, then come back. Anthropic does not train on API inputs. Nothing about your inputs or outputs is stored on this tool's server. Your saved guidelines never leave your device. For firm IT and GC review, read on.

Where your data goes

When you click Generate (or send a question to Ask The Billing Coach), your input travels: your browser → this tool's backend → Anthropic's API → back through this tool's backend → your browser. The narrative or coaching response is then displayed. The connection is HTTPS-encrypted end-to-end at every hop.

What Anthropic does with the data

Anthropic does not train on inputs from API requests. Zero data retention is the default for Anthropic's commercial API customers. This is materially different from free consumer AI tools (ChatGPT free tier, Gemini, etc.). For firm-level review, see Anthropic's Commercial Terms of Service and Trust Center. Anthropic is SOC 2 Type II certified.

What this tool's backend does

The backend exists for one reason: to add the Anthropic API key and forward your request. It does not log inputs or outputs, does not store conversations, does not have a database of user activity, and does not use your data for any purpose other than completing the round-trip to Anthropic.

What stays on your device only

  • Vault guidelines - saved in your browser's localStorage. Never sent to my server. If you clear your browser data, they're gone (use the Export button to back up).
  • Form drafts - what you've typed into a form persists across page reloads on the same device, also via localStorage. Not on a server.
  • Your access password - stored locally so you don't have to re-enter it each session. Not on a server beyond the initial verification.
  • Ask The Billing Coach conversations - live only in your browser's memory during the session. Cleared when you close the panel, click "Clear", or reload the page. Nothing is persisted anywhere.

Best practices for client confidentiality

The generator works equally well with generic descriptions as with specific ones. To keep client information out of any third-party AI service - this tool, ChatGPT, Claude.ai, Copilot, or any other - describe matters generically.

  • Instead of: "Smith v. Acme Corp, settlement authority $850K" → use: "Employment discrimination case, defending employer"
  • Instead of: "Reviewed Patricia Henderson's deposition" → use: "Reviewed plaintiff's deposition"
  • Instead of: "ABC Pharma's confidential FDA submission" → use: "Pharmaceutical regulatory matter, drafting submission strategy"

Generic descriptions still produce strong ATVR narratives because the framework operates on the type of work, not the identities involved. You can add specifics back when you copy the narrative into your billing software.

For firm IT, GC, or InfoSec review

If your firm requires a formal review before approving this tool for use, request the Security Overview one-pager from info@thebillingcoach.com. It covers data flow architecture, third-party processor disclosures, encryption, retention, and recommended firm-side controls in a single page suitable for circulation to GC and IT.

What if it breaks?

Two things to try. First, hit Generate again - sometimes it's just a hiccup. Second, click Copy Prompt to Clipboard, open Claude.ai in a new tab, and paste. The exact same prompt will run there.

Final note

This tool exists because billing is psychology, not paperwork. The skills are real. The mindset is everything. thebillingcoach.com

Built by Molly Kremer, Esq. · The Billing Coach
Step 1 of 5

Welcome.

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Add New Guidelines

Tip: If your guidelines specify task or activity codes (UTBMS L-codes, A-codes, custom codes, anything), the generator will detect them and apply the right code to every narrative automatically. Just paste the guidelines as-is - including any code tables or lists.

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