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budget-and-fee-manager

Translate matter scope into phase-based budgets with variance commentary and FTC ranges.

58|8|Updated Mar 5, 2026
Search Tags:#budget#forecast#wip#contingency#variance#scope-change#AFA
One-click install
npx skills add https://github.com/legalopsconsulting/lpm-skills --skill budget-and-fee-manager
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: budget-and-fee-manager
Source: https://github.com/legalopsconsulting/lpm-skills/tree/main/skills/budget-and-fee-manager
Command: npx skills add https://github.com/legalopsconsulting/lpm-skills --skill budget-and-fee-manager

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates and rigorously manages matter budgets across the full lifecycle, aligning scope, contingency, and AFA structures with ongoing WIP monitoring to prevent overruns.

Core Features & Use Cases

  • Budget building at matter setup with phase-based estimates, contingency, and AFA design.
  • In-flight WIP reviews with proportionality tests, variance commentary, and forecast-to-complete.
  • Realisation monitoring and write-off analysis, including options for absorb, recover, or hybrid.
  • Fee adjustments triggered by confirmed OOS scope changes.
  • Cross-skill handoffs and integration with status reports and scope-change controls.

Quick Start

Provide the scope description and team structure to generate a phase-based budget with contingency and an AFA structure.

Frequently Asked Questions about budget-and-fee-manager

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a phase-based legal budget from matter scope?▼

A WIP review monitors in-flight work by applying proportionality tests and generating variance commentary against the budget. It outputs WIP review blocks with clear forecast-to-complete ranges for ongoing matters.

How do I handle fee adjustments for out-of-scope changes?▼

Fee adjustments for confirmed out-of-scope changes are applied by translating the scope change into updated phase-based budget tables. This ensures the monitoring framework reflects the new matter parameters.

Can I use this for realisation monitoring and write-off analysis?▼

Yes, realisation monitoring and write-off analysis are supported directly. It evaluates WIP data to output options for absorbing, recovering, or applying hybrid strategies to fees, preventing budget overruns.

What inputs do I need to set up an AFA monitoring framework?▼

Setting up an AFA monitoring framework requires inputs including scope briefs, jurisdiction lists, WIP data, and team structure. These generate matter-ready budget tables with clear AFA monitoring outputs.

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