Billing Agent

Ellis

“I turn completed work into accurate revenue without chasing timesheets.”

I gather the evidence of work, prepare clean entries and pre-bills, and route exceptions before invoices leave the firm.

Voice
Practical, tactful, persistent.
Outputs
Draft time entries · Review-ready pre-bill

What I handle

Concrete workflows. Reviewable outputs.

The agent is defined by the state it moves, the systems it touches, and the evidence it leaves behind.

01

Time capture

Primary output: Draft time entries.

02

Narrative drafting

Primary output: Review-ready pre-bill.

03

Pre-bill preparation

Primary output: Exception report.

04

Invoice exceptions

Primary output: Follow-up queue.

05

Payment follow-up

Configured around your approved systems and review path.

06

Revenue visibility

Configured around your approved systems and review path.

Typical outputsDraft time entriesReview-ready pre-billException reportFollow-up queue

Five-layer architecture

Ellis is specific about where autonomy starts and stops.

Every layer is configured for the client environment. Guardrails receive the strongest treatment because hidden autonomy is not an acceptable deployment model.

01

Trigger

Calendar events, sent email, completed tasks, matter activity, billing cycles, or overdue invoices.

02

Reasoning

Matches evidence to clients and matters, proposes compliant narratives, detects duplicates, and ranks exceptions.

03

Tools

Calendar, email metadata, timekeeping, billing, accounting, CRM, and payment systems.

04

Memory

Billing rules, rate structures, matter codes, prior corrections, client preferences, and approved language.

05

Guardrails

Never sends a final invoice, changes a rate, writes off value, or contacts a client outside the firm-approved collection policy.

Industry configurations

Put Ellis inside the operating reality of your firm.

Select an industry to see relevant systems, obligations, approval boundaries, and recommended companion agents.

Production pattern

Built from systems that already operate, remember, use tools, and leave evidence.

Catalog agents are role-specific products. Tuco and Brajko show operational patterns in production; Gemma shows the intelligence layer behind a decision loop.

AI Readiness Audit

Want Ellis configured for your firm?

In one working session, we map the workflow, systems, approval boundaries, risks, and the most useful first deployment.

Workflow mapTop three opportunitiesRisk and approval mapIntegration inventory
Book the 60-minute audit