# Billing Narrative Cleanup for Probate Paralegals with WealthCounsel

> AI rewrites narratives to match each client's outside-counsel guidelines in EstateExec, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [WealthCounsel](https://calish.com/workflows/tool/wealthcounsel/)
- **Role:** [Probate Paralegal](https://calish.com/workflows/for/probate-paralegal/)
- **Specialty:** Probate Administration
- **Category:** Finance & Accounting
- **Canonical URL:** https://calish.com/workflows/with/billing-narrative-cleanup-for-probate-paralegal-with-wealthcounsel/

## The Problem

LEDES bills for Probate Administration 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 in WealthCounsel

AI rewrites narratives to match each client's outside-counsel guidelines in EstateExec, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running WealthCounsel — uses the native API or agent integration so nothing leaves the system of record.

## WealthCounsel Integration Approach

1. **Audit your WealthCounsel configuration.** We map the specific WealthCounsel objects, custom fields, and workflows the automation needs to touch for your probate administration practice.
2. **Build on the WealthCounsel API or agent.** Integration happens inside WealthCounsel — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in WealthCounsel with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Billing Narrative Cleanup for Probate Paralegals](https://calish.com/workflows/billing-narrative-cleanup-for-probate-paralegal/)
- AI rewrites narratives to match each client's outside-counsel guidelines in EstateExec, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%.

## Other WealthCounsel Automations

- [Estate Distribution & Beneficiary Tracking for Estate Planning Attorneys](https://calish.com/workflows/with/estate-distribution-and-beneficiary-tracking-for-estate-planning-attorney-with-wealthcounsel/)
- [Client Intake & Conflict Screening for Estate Planning Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-estate-planning-attorney-with-wealthcounsel/)
- [Legal Research & Brief Drafting for Estate Planning Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-estate-planning-attorney-with-wealthcounsel/)
- [Contract Review & Redlining for Estate Planning Attorneys](https://calish.com/workflows/with/contract-review-and-redlining-for-estate-planning-attorney-with-wealthcounsel/)
- [Client Case Status Updates for Estate Planning Attorneys](https://calish.com/workflows/with/client-case-status-updates-for-estate-planning-attorney-with-wealthcounsel/)
- [Billing Narrative Cleanup for Estate Planning Attorneys](https://calish.com/workflows/with/billing-narrative-cleanup-for-estate-planning-attorney-with-wealthcounsel/)
- [Court Deadline & Docket Tracking for Estate Planning Attorneys](https://calish.com/workflows/with/court-deadline-and-docket-tracking-for-estate-planning-attorney-with-wealthcounsel/)
- [Visa Petition Package Assembly for Estate Planning Attorneys](https://calish.com/workflows/with/visa-petition-package-assembly-for-estate-planning-attorney-with-wealthcounsel/)

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