# Recurring Review Playbooks

Use this reference when the user wants the skill to support a recurring monthly or quarterly legal-ops workflow.

## Monthly Invoice Review
- Collect new invoices, LEDES files, and updated rate or budget files
- Normalize source data
- Run compliance, rate, staffing, and budget checks
- Produce a dispute log and concise management summary
- Identify repeat issue labels by firm and matter type

## Quarterly Firm Review or QBR
- Collect quarter-to-date spend, budget, issue logs, and matter metadata
- Compare firms on compliance, staffing efficiency, predictability, and discount realization
- Produce a scorecard and executive summary
- Identify panel-management follow-ups for the next quarter

## Annual Rate Review
- Collect prior-year and current-year approved-rate files
- Compare year-over-year changes by timekeeper, role, and office
- Isolate title changes and office changes
- Produce negotiation points and approval exceptions

## Automation Fit
These playbooks map well to a recurring Claude or Codex automation if the user wants monthly invoice review reminders or scheduled QBR preparation.
