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billing-cycle-manager-scott-margetts
【数据与研究】Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill…
billing-cycle-manager-scott-margetts
【数据与研究】法律事项的运营性计费执行。月度账单准备和计费指示、LC 发票审查和代垫款处理、客户账单质询回应、现金流建模（LC 付款义务与客户收款对比）、杠杆和消耗分析（人员配置组合、预测总成本、利润轨迹）。触发词：‘prepare the bill’（准备账单）、‘billing instruction’（计费指示）、‘end of month billing’（月末计费）、‘LC invoice’（LC 发票）、‘local counsel invoice’（本地顾问发票）、‘pass through as disbursement’（作为代垫款转付）、‘client querying the invoice’（客户质疑发票）、‘billing dispute’（计费争议）、‘cashflow gap’（…
fecfile
【数据与研究】Analyze FEC (Federal Election Commission) campaign finance filings. Use when working with FEC filing IDs, campaign finance data, contributions, disbursements, or political committee financial reports. Provides the proper workflow for the fec-api MCP tools (search_committees, get_filings).
grant-agreement
【效率与协作】Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit fund…
grant-agreement
【效率与协作】Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit fund…
settlement-distribution
【效率与协作】Drafts settlement distribution statements for personal injury cases with itemized accounting of gross proceeds, attorney fees, litigation costs, lien satisfactions, and net client payout. Enforces trust accounting compliance and reconciliation checks per Rules of Professional Conduct. Use when closing a PI matter, preparing disbursement sheets, or ge…
settlement-distribution
【效率与协作】Drafts settlement distribution statements for personal injury cases with itemized accounting of gross proceeds, attorney fees, litigation costs, lien satisfactions, and net client payout. Enforces trust accounting compliance and reconciliation checks per Rules of Professional Conduct. Use when closing a PI matter, preparing disbursement sheets, or ge…
track-deposits
【效率与协作】Traces deposits from receipt through disbursement across bank statements and financial records, producing transaction matrices, fund-flow timelines, and evidentiary chains of custody. Flags structuring, commingling, trust account violations, and unexplained gaps. Use when tracking deposits, tracing funds, auditing trust accounts, or analyzing bank st…
track-deposits
【效率与协作】Traces deposits from receipt through disbursement across bank statements and financial records, producing transaction matrices, fund-flow timelines, and evidentiary chains of custody. Flags structuring, commingling, trust account violations, and unexplained gaps. Use when tracking deposits, tracing funds, auditing trust accounts, or analyzing bank st…