Engagement letter to CSV converter

Upload your engagement letter using the form above. Our AI extracts the firm name, responsible attorney or advisor, billing rates, scope of work, billing guidelines, retainer terms, and engagement period into a CSV file ready for Excel or Google Sheets.

We extract law firm or advisory firm details, client name, matter description and scope, billing rates by timekeeper level, retainer amount and replenishment terms, billing cycle and invoice format guidelines, expense policy, and engagement start and end dates.

Critical terms include hourly rates by attorney or consultant level, retainer requirements and top-up triggers, billing cycle and payment terms, scope limitations and out-of-scope triggers, confidentiality obligations, and termination notice requirements.

Yes. Extract billing rates and scope terms from engagement letters into a spreadsheet to benchmark outside counsel rates, track matter budgets, compare firms, and prepare for rate negotiations. The CSV format integrates with most e-billing platforms.

This tool processes one letter at a time. For legal spend management across many firms and matters, consider our full contract management platform which centralizes all outside counsel engagements and billing data.

Yes. Files are processed over TLS encryption, never used for AI training, and automatically deleted after 24 hours. We never share your data.