Create a LSA-compliant invoice package with redacted privileged time narratives and UTBMS task code segregation ready for insurance client audit and regulatory submission

Source Billing Records *

Privilege Redaction Scope * Select privilege categories Attorney-client communications only Work product and litigation strategy Internal firm attorney notes and memoranda Expert witness communications Settlement discussions and negotiations In-house counsel directives All privileged and confidential content Custom privilege categories defined below

Insurance Client Audit * Choose audit framework ABA Model Guidelines for Insurance Defense Litigation (2023) Defense Research Institute (DRI) Billing Guidelines Claims & Litigation Management Alliance (CLM) Standards Third-party litigation funding compliance State-specific insurance regulations (CPLR Section 3126) Carrier-specific billing manual requirements Self-insured retention audit protocols Regulatory examination by state DOI Excess carrier reporting compliance TPA billing compliance standards

UTBMS Task Code Structure * Choose UTBMS format Full UTBMS 2007 bankruptcy set Litigation UTBMS (L-codes) with phase/task segregation Transactional UTBMS (T-codes) for M&A matters Intellectual Property UTBMS (IP-codes) Employment UTBMS (E-codes) Real Property UTBMS (RP-codes) Customized client-specific code structure Hybrid: Major phases only with cost code mapping Jurisdictional UTBMS variant (e.g., California Judicial Council)

Regulatory Submission Destination * Choose destination State Department of Insurance examination Insurance Regulatory Information System (IRIS) NAIC Financial Examiners SEC consolidated audit trail (CAT) DOJ antitrust investigation FTC merger clearance Bankruptcy trustee review Receiver exam for insolvency proceedings Surplus lines carrier regulatory report International regulatory authority (GDPR/UK/US) Multiple jurisdictions – compound redaction needed

Redaction Detail Level * Select detail level Minimal redaction – key phrases only Paragraph-level redaction for context separation Entry-level redaction with redaction codes Time block redaction preserving UTBMS codes Full narrative redaction per entry with fee preservation Selective redaction allowing aggregate time reporting Client name removal only – maintain billable detail Jurisdictional safe harbor (e.g., NY CPLR 3126)

Matter Custom Instructions

Fee Threshold Controls *

Output Package Format * Select package type LEDES 98BI redacted XML with redaction index PDF portfolio with privilege log Excel workbook with separate redacted entries and source mapping Secure link to cloud repository with audit trail Encrypted ZIP with discrete matter volumes Combined submission bundle for examiner portal Native format preservation with privilege overlay Multi-version delivery (redacted + privilege log side-by-side)

Quality Assurance Review * Choose QA level Partner sign-off on privilege determinations Insurance carrier pre-submission review Third-party audit firm validation Internal privilege log cross-reference check Statistical sampling with manual review Client in-house counsel advisory review Regulatory pre-clearance process AI-assisted privilege detection with attorney override