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budget-and-fee-manager

Matter budgeting and ongoing WIP/variance monitoring. Build phase-based fee estimates at matter setup, run bottom-up budgets by jurisdiction or workstream, calculate contingency, and structure AFA arrangements (fixed fee, capped fee, phased fixed fees). Ongoing monitoring: WIP tracking against budget, proportionality assessment (spend vs progress), variance commentary with root cause analysis, forecast-to-complete, realisation monitoring, write-off analysis. Trigger on: 'build a budget', 'fee estimate', 'what will this cost', 'WIP review', 'budget vs actual', 'how are we tracking against budget', 'we're over budget', 'realisation is poor', 'what's our ETC', 'budget for the German workstream', 'model the financial impact of this scope change', 'draft a fee adjustment', 'write-off analysis', 'how much contingency', 'AFA structure', 'fixed fee estimate', 'budget update', 'forecast to complete'.

70

Quality

85%

Does it follow best practices?

Impact

No eval scenarios have been run

SecuritybySnyk

Passed

No known issues

SKILL.md
Quality
Evals
Security

Quality

Discovery

100%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

This is an excellent skill description that thoroughly covers specific capabilities in legal matter budgeting and WIP monitoring, provides extensive natural trigger terms covering both conversational and technical language, and clearly delineates both what the skill does and when it should be used. The domain-specific terminology makes it highly distinctive and unlikely to conflict with other skills.

DimensionReasoningScore

Specificity

The description lists numerous specific concrete actions: build phase-based fee estimates, run bottom-up budgets by jurisdiction/workstream, calculate contingency, structure AFA arrangements, WIP tracking against budget, proportionality assessment, variance commentary with root cause analysis, forecast-to-complete, realisation monitoring, and write-off analysis.

3 / 3

Completeness

Clearly answers both 'what does this do' (matter budgeting, fee estimates, WIP/variance monitoring, AFA structuring, write-off analysis, etc.) and 'when should Claude use it' with an explicit 'Trigger on:' clause containing extensive trigger phrases.

3 / 3

Trigger Term Quality

Excellent coverage of natural trigger terms users would actually say, including conversational phrases like 'what will this cost', 'we're over budget', 'how are we tracking against budget', 'realisation is poor', alongside more technical terms like 'WIP review', 'budget vs actual', 'ETC', and 'AFA structure'.

3 / 3

Distinctiveness Conflict Risk

Highly distinctive with a clear niche in legal matter budgeting and financial monitoring. Terms like 'matter', 'AFA', 'realisation', 'WIP', 'workstream', and 'fee estimate' are domain-specific to legal finance and unlikely to conflict with general budgeting or financial skills.

3 / 3

Total

12

/

12

Passed

Implementation

70%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

This is a highly actionable and well-structured skill with excellent workflow clarity — the variance analysis framework, proportionality test, completion scepticism challenges, and query templates are all concrete and immediately usable. However, the skill suffers significantly from being a monolithic ~400+ line document with no supporting bundle files, making it token-expensive and poorly suited for progressive disclosure. Some sections could be tightened (e.g., M365 connected mode, some domain knowledge explanations) without losing clarity.

Suggestions

Split domain knowledge sections (Budget Build, WIP Monitoring) into separate reference files (e.g., BUDGET_BUILD_REFERENCE.md, WIP_MONITORING_REFERENCE.md) and reference them from the main SKILL.md with clear one-level-deep links.

Move the M365 Connected Mode section to a separate INTEGRATIONS.md file — it's optional functionality that doesn't need to consume tokens on every invocation.

Tighten the AFA structures section — Claude understands fixed fees, capped fees, and success fees conceptually; focus on the firm-specific monitoring rules and decision triggers rather than explaining what each structure is.

DimensionReasoningScore

Conciseness

The skill is comprehensive and most content earns its place, but there is significant verbosity in places — e.g., the extended explanation of self-reported completion scepticism, the detailed M365 connected mode section, and some domain knowledge sections that over-explain concepts an LPM-focused Claude would already understand. The document is ~400+ lines with no bundle files to offload detail into, which inflates the token cost.

2 / 3

Actionability

The skill provides highly concrete, executable guidance throughout: exact table column headers, specific status label values, required query draft templates with fill-in fields, precise formulas (burn rate method, remaining work method), exact variance commentary block formats, and specific threshold numbers. Every mode has a clear output specification that is copy-paste ready.

3 / 3

Workflow Clarity

Multi-step processes are clearly sequenced with explicit validation checkpoints: the four-question variance analysis framework, the underspend verification (three explanations to confirm), the self-reported completion challenge (required, not optional), financial disclosure sequencing gates (a, b, c before communicating), and the query/chase loop with specific escalation paths. Feedback loops are built in — e.g., 'If errors: fix and re-validate' equivalents appear throughout (query → incorporate → hand off if OOS).

3 / 3

Progressive Disclosure

This is a monolithic document with no bundle files and no references to external supporting files. All domain knowledge, output formats, cross-skill handoffs, and M365 guidance are inline in a single very long file. Content like the detailed domain knowledge sections, AFA structure explanations, and M365 connected mode guidance could be split into separate reference files to reduce the main skill's token footprint.

1 / 3

Total

9

/

12

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation11 / 11 Passed

Validation for skill structure

No warnings or errors.

Repository
legalopsconsulting/lpm-skills
Reviewed

Table of Contents

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