{ "media_type": "text", "post_content": "Does anyone have a document with example narratives for billing a client?? I’m looking for something to adapt and that I could use frequently in an estate planning practice. On that, I’m completely new to billable hours and coming from an in house role, so I’m trying to do anything I can to help my end goal.", "post_id": "609c96a76163c2002af66e76", "reply_count": 1, "vote_count": 3, "bowl_id": "552d1d24dc1c586b09d2d052", "bowl_name": "Law" }

Does anyone have a document with example narratives for billing a client?? I’m looking for something to adapt and that I could use frequently in an estate planning practice. On that, I’m completely new to billable hours and coming from an in house role, so I’m trying to do anything I can to help my end goal.

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Action verb in present tense plus what you did that sounds like a value add, not para or secretarial work. EX 1: Research IRC [code number] re [issue]; draft email summary re same. EX 2: Review and comment on [Opposing counsel firm name] draft of prenuptual agreement. (Note: never bill for just reviewing! Gotta add value by commenting) Ex 3: Prepare GRAT documentation. Ask another associate at your firm or a billing secretary for a sample bill. Find out whether you can block bill (EX 1 abive is block because it contains two tasks) or block billing is prohibited. If you are a solo, find a mentor through a local bar assn. Last--always proofread your time entries. Partners and clients scrutinize them. They should be perfect and make your hourly rate seem worth it. Good luck.

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