Engagement letter to Excel converter

Upload your engagement letter above. Our AI extracts firm details, billing rates by timekeeper level, scope of work, billing guidelines, retainer terms, and engagement period into an XLSX file ready for Microsoft Excel or Google Sheets.

We extract firm and client names, matter description and scope, billing rates by partner, associate, and paralegal level, retainer amounts, billing cycle and invoice format requirements, expense reimbursement policy, and start and end dates organized in spreadsheet columns.

Use the Excel workbook to benchmark billing rates across firms, build pivot tables comparing matter costs by firm or practice area, track retainer balances, monitor budget versus actual spend, and prepare data for rate negotiations with outside counsel.

Key terms to track include billing rates by timekeeper level and vintage, retainer amount and replenishment triggers, billing cycle and payment due dates, scope limitations and change order thresholds, expense pre-approval requirements, and matter budget caps.

Yes. The XLSX file opens directly in Google Sheets, Microsoft Excel, and other spreadsheet applications, making it easy to share billing rate data with legal ops, finance, and procurement teams.

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