# Billing Narrative Cleanup for Estate Planning Attorneys

> AI rewrites narratives to match each client's outside-counsel guidelines in WealthCounsel, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.

- **Role:** [Estate Planning Attorney](https://calish.com/workflows/for/estate-planning-attorney/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Trusts & Estates](https://calish.com/workflows/specialty/trusts-and-estates/)
- **Action:** Billing Narrative Cleanup
- **Canonical URL:** https://calish.com/workflows/billing-narrative-cleanup-for-estate-planning-attorney/

## The Problem

LEDES bills for Trusts & Estates matters get kicked back by clients and e-billing portals for vague narratives — realization drops and the billing coordinator chases lawyers for rewrites.

## What We Build

AI rewrites narratives to match each client's outside-counsel guidelines in WealthCounsel, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.

## Tools & Integrations

- WealthCounsel
- Interactive Legal
- Clio
- DocuSign
- Slack

## How It Works

1. **Discovery call.** We map your current billing narrative cleanup process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [WealthCounsel](https://calish.com/workflows/with/billing-narrative-cleanup-for-estate-planning-attorney-with-wealthcounsel/) — Billing Narrative Cleanup built natively in WealthCounsel
- [Interactive Legal](https://calish.com/workflows/with/billing-narrative-cleanup-for-estate-planning-attorney-with-interactive-legal/) — Billing Narrative Cleanup built natively in Interactive Legal
- [Clio](https://calish.com/workflows/with/billing-narrative-cleanup-for-estate-planning-attorney-with-clio/) — Billing Narrative Cleanup built natively in Clio
- [DocuSign](https://calish.com/workflows/with/billing-narrative-cleanup-for-estate-planning-attorney-with-docusign/) — Billing Narrative Cleanup built natively in DocuSign

## Related Workflows

- [Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-estate-planning-attorney/)
- [Client Intake & Conflict Screening for Estate Planning Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-estate-planning-attorney/)
- [Legal Research & Brief Drafting for Estate Planning Attorneys](https://calish.com/workflows/legal-research-and-brief-drafting-for-estate-planning-attorney/)
- [Contract Review & Redlining for Estate Planning Attorneys](https://calish.com/workflows/contract-review-and-redlining-for-estate-planning-attorney/)
- [Client Case Status Updates for Estate Planning Attorneys](https://calish.com/workflows/client-case-status-updates-for-estate-planning-attorney/)
- [Court Deadline & Docket Tracking for Estate Planning Attorneys](https://calish.com/workflows/court-deadline-and-docket-tracking-for-estate-planning-attorney/)

---

Book a free 30-minute consultation: https://calish.com/contact