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extract-legal-invoice-data
Extract timekeeper entries, disbursements, matter references, and billing summaries from law firm invoices.
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SKILL.md（原文）
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Extract Legal Invoice Data
Corporate legal departments and legal ops agencies use this recipe to process outside counsel invoices — extracting timekeeper rates, hours, disbursements, and matter codes for e-billing systems and cost analysis.
APIs Used
Document Extraction (1 credit per page)
Prerequisites
You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.
Implementation
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "legal-invoice-HW-2026-0341.pdf",
"url": "https://example.com/legal-billing/invoice-HW-2026-0341.pdf"
}
],
"schema": {
"fields": [
{
"name": "law_firm",
"type": "TEXT",
"description": "Name of the law firm"
},
{
"name": "invoice_number",
"type": "TEXT",
"description": "Invoice number"
},
{
"name": "invoice_date",
"type": "DATE",
"description": "Invoice date"
},
{
"name": "client_name",
"type": "TEXT",
"description": "Client name"
},
{
"name": "matter_number",
"type": "TEXT",
"description": "Matter or case reference number"
},
{
"name": "matter_description",
"type": "TEXT",
"description": "Description of the matter"
},
{
"name": "billing_period",
"type": "TEXT",
"description": "Billing period covered"
},
{
"name": "time_entries",
"type": "ARRAY",
"description": "Individual time entries",
"fields": [
{
"name": "timekeeper",
"type": "TEXT",
"description": "Name and title of the timekeeper"
},
{
"name": "date",
"type": "DATE",
"description": "Date of the time entry"
},
{
"name": "description",
"type": "TEXT",
"description": "Description of work performed"
},
{
"name": "hours",
"type": "DECIMAL",
"description": "Hours billed"
},
{
"name": "rate",
"type": "CURRENCY_AMOUNT",
"description": "Hourly rate"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Total amount for this entry"
}
]
},
{
"name": "total_fees",
"type": "CURRENCY_AMOUNT",
"description": "Total professional fees"
},
{
"name": "total_disbursements",
"type": "CURRENCY_AMOUNT",
"description": "Total disbursements and expenses"
},
{
"name": "total_amount",
"type": "CURRENCY_AMOUNT",
"description": "Total invoice amount"
},
{
"name": "payment_terms",
"type": "TEXT",
"description": "Payment terms"
}
]
}
}'
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
files: [{ type: "url", name: "legal-invoice-HW-2026-0341.pdf", url: "https://example.com/legal-billing/invoice-HW-2026-0341.pdf" }],
schema: {
fields: [
{ name: "law_firm", type: "TEXT", description: "Name of the law firm" },
{ name: "invoice_number", type: "TEXT", description: "Invoice number" },
{ name: "invoice_date", type: "DATE", description: "Invoice date" },
{ name: "client_name", type: "TEXT", description: "Client name" },
{ name: "matter_number", type: "TEXT", description: "Matter or case reference number" },
{ name: "matter_description", type: "TEXT", description: "Description of the matter" },
{ name: "billing_period", type: "TEXT", description: "Billing period covered" },
{
name: "time_entries", type: "ARRAY", description: "Individual time entries",
fields: [
{ name: "timekeeper", type: "TEXT", description: "Name and title of the timekeeper" },
{ name: "date", type: "DATE", description: "Date of the time entry" },
{ name: "description", type: "TEXT", description: "Description of work performed" },
{ name: "hours", type: "DECIMAL", description: "Hours billed" },
{ name: "rate", type: "CURRENCY_AMOUNT", description: "Hourly rate" },
{ name: "amount", type: "CURRENCY_AMOUNT", description: "Total amount for this entry" },
],
},
{ name: "total_fees", type: "CURRENCY_AMOUNT", description: "Total professional fees" },
{ name: "total_disbursements", type: "CURRENCY_AMOUNT", description: "Total disbursements and expenses" },
{ name: "total_amount", type: "CURRENCY_AMOUNT", description: "Total invoice amount" },
{ name: "payment_terms", type: "TEXT", description: "Payment terms" },
],
},
});
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(
files=[{"type": "url", "name": "legal-invoice-HW-2026-0341.pdf", "url": "https://example.com/legal-billing/invoice-HW-2026-0341.pdf"}],
schema={
"fields": [
{"name": "law_firm", "type": "TEXT", "description": "Name of the law firm"},
{"name": "invoice_number", "type": "TEXT", "description": "Invoice number"},
{"name": "invoice_date", "type": "DATE", "description": "Invoice date"},
{"name": "client_name", "type": "TEXT", "description": "Client name"},
{"name": "matter_number", "type": "TEXT", "description": "Matter or case reference number"},
{"name": "matter_description", "type": "TEXT", "description": "Description of the matter"},
{"name": "billing_period", "type": "TEXT", "description": "Billing period covered"},
{
"name": "time_entries", "type": "ARRAY", "description": "Individual time entries",
"fields": [
{"name": "timekeeper", "type": "TEXT", "description": "Name and title of the timekeeper"},
{"name": "date", "type": "DATE", "description": "Date of the time entry"},
{"name": "description", "type": "TEXT", "description": "Description of work performed"},
{"name": "hours", "type": "DECIMAL", "description": "Hours billed"},
{"name": "rate", "type": "CURRENCY_AMOUNT", "description": "Hourly rate"},
{"name": "amount", "type": "CURRENCY_AMOUNT", "description": "Total amount for this entry"},
],
},
{"name": "total_fees", "type": "CURRENCY_AMOUNT", "description": "Total professional fees"},
{"name": "total_disbursements", "type": "CURRENCY_AMOUNT", "description": "Total disbursements and expenses"},
{"name": "total_amount", "type": "CURRENCY_AMOUNT", "description": "Total invoice amount"},
{"name": "payment_terms", "type": "TEXT", "description": "Payment terms"},
]
},
)
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "legal-invoice-HW-2026-0341.pdf",
Url: "https://example.com/legal-billing/invoice-HW-2026-0341.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.TextFieldConfig{
Name: "law_firm",
Type: "TEXT",
Description: "Name of the law firm",
},
il.TextFieldConfig{
Name: "invoice_number",
Type: "TEXT",
Description: "Invoice number",
},
il.DateFieldConfig{
Name: "invoice_date",
Type: "DATE",
Description: "Invoice date",
},
il.TextFieldConfig{
Name: "client_name",
Type: "TEXT",
Description: "Client name",
},
il.TextFieldConfig{
Name: "matter_number",
Type: "TEXT",
Description: "Matter or case reference number",
},
il.TextFieldConfig{
Name: "matter_description",
Type: "TEXT",
Description: "Description of the matter",
},
il.TextFieldConfig{
Name: "billing_period",
Type: "TEXT",
Description: "Billing period covered",
},
il.ArrayFieldConfig{
Name: "time_entries",
Type: "ARRAY",
Description: "Individual time entries",
Fields: []any{
il.TextFieldConfig{
Name: "timekeeper",
Type: "TEXT",
Description: "Name and title of the timekeeper",
},
il.DateFieldConfig{
Name: "date",
Type: "DATE",
Description: "Date of the time entry",
},
il.TextFieldConfig{
Name: "description",
Type: "TEXT",
Description: "Description of work performed",
},
il.DecimalFieldConfig{
Name: "hours",
Type: "DECIMAL",
Description: "Hours billed",
},
il.CurrencyAmountFieldConfig{
Name: "rate",
Type: "CURRENCY_AMOUNT",
Description: "Hourly rate",
},
il.CurrencyAmountFieldConfig{
Name: "amount",
Type: "CURRENCY_AMOUNT",
Description: "Total amount for this entry",
},
},
},
il.CurrencyAmountFieldConfig{
Name: "total_fees",
Type: "CURRENCY_AMOUNT",
Description: "Total professional fees",
},
il.CurrencyAmountFieldConfig{
Name: "total_disbursements",
Type: "CURRENCY_AMOUNT",
Description: "Total disbursements and expenses",
},
il.CurrencyAmountFieldConfig{
Name: "total_amount",
Type: "CURRENCY_AMOUNT",
Description: "Total invoice amount",
},
il.TextFieldConfig{
Name: "payment_terms",
Type: "TEXT",
Description: "Payment terms",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
{
"name": "Extract legal invoice data in Iteration Layer",
"nodes": [
{
"parameters": {
"content": "## Extract Legal Invoice Data\n\nCorporate legal departments and legal ops agencies use this recipe to process outside counsel invoices — extracting timekeeper rates, hours, disbursements, and matter codes for e-billing systems and cost analysis.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [200, 40],
"id": "c5d6e7f8-a9b0-1234-cdef-234567890101",
"name": "Overview"
},
{
"parameters": {
"content": "### Step 1: Extract Legal Invoice\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
"height": 160,
"width": 300,
"color": 6
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [475, 100],
"id": "c5d6e7f8-a9b0-1234-cdef-234567890102",
"name": "Step 1 Note"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [250, 300],
"id": "c5d6e7f8-a9b0-1234-cdef-234567890103",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\"fields\":[{\"name\":\"law_firm\",\"type\":\"TEXT\",\"description\":\"Law firm name\"},{\"name\":\"invoice_number\",\"type\":\"TEXT\",\"description\":\"Invoice number\"},{\"name\":\"invoice_date\",\"type\":\"DATE\",\"description\":\"Invoice date\"},{\"name\":\"client_name\",\"type\":\"TEXT\",\"description\":\"Client name\"},{\"name\":\"matter_number\",\"type\":\"TEXT\",\"description\":\"Matter number\"},{\"name\":\"matter_description\",\"type\":\"TEXT\",\"description\":\"Matter description\"},{\"name\":\"billing_period\",\"type\":\"TEXT\",\"description\":\"Billing period\"},{\"name\":\"time_entries\",\"type\":\"ARRAY\",\"description\":\"Time entries\",\"fields\":[{\"name\":\"timekeeper\",\"type\":\"TEXT\",\"description\":\"Timekeeper\"},{\"name\":\"date\",\"type\":\"DATE\",\"description\":\"Date\"},{\"name\":\"description\",\"type\":\"TEXT\",\"description\":\"Work description\"},{\"name\":\"hours\",\"type\":\"DECIMAL\",\"description\":\"Hours\"},{\"name\":\"rate\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Rate\"},{\"name\":\"amount\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Amount\"}]},{\"name\":\"total_fees\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Total fees\"},{\"name\":\"total_disbursements\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Disbursements\"},{\"name\":\"total_amount\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Total amount\"},{\"name\":\"payment_terms\",\"type\":\"TEXT\",\"description\":\"Payment terms\"}]}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "legal-invoice-HW-2026-0341.pdf",
"fileUrl": "https://example.com/legal-billing/invoice-HW-2026-0341.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [500, 300],
"id": "c5d6e7f8-a9b0-1234-cdef-234567890104",
"name": "Extract Legal Invoice",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Legal Invoice",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
Extract legal invoice data from the file at [file URL]. Use the extract_document tool with these fields:
- law_firm (TEXT): Name of the law firm
- invoice_number (TEXT): Invoice number
- invoice_date (DATE): Invoice date
- client_name (TEXT): Client name
- matter_number (TEXT): Matter or case reference number
- matter_description (TEXT): Description of the matter
- billing_period (TEXT): Billing period covered
- time_entries (ARRAY): Each with timekeeper (TEXT), date (DATE), description (TEXT), hours (DECIMAL), rate (CURRENCY_AMOUNT), amount (CURRENCY_AMOUNT)
- total_fees (CURRENCY_AMOUNT): Total professional fees
- total_disbursements (CURRENCY_AMOUNT): Total disbursements and expenses
- total_amount (CURRENCY_AMOUNT): Total invoice amount
- payment_terms (TEXT): Payment terms
Response
{
"success": true,
"data": {
"law_firm": {
"value": "Harrison & Whitfield LLP",
"confidence": 0.99,
"citations": ["Harrison & Whitfield LLP"]
},
"invoice_number": {
"value": "HW-2026-0341",
"confidence": 0.99,
"citations": ["Invoice No. HW-2026-0341"]
},
"invoice_date": {
"value": "2026-03-31",
"confidence": 0.98,
"citations": ["Date: March 31, 2026"]
},
"client_name": {
"value": "Pinnacle Industries Inc.",
"confidence": 0.98,
"citations": ["Client: Pinnacle Industries Inc."]
},
"matter_number": {
"value": "PIN-2025-0047",
"confidence": 0.97,
"citations": ["Matter No. PIN-2025-0047"]
},
"matter_description": {
"value": "Employment litigation — wrongful termination defense",
"confidence": 0.95,
"citations": ["Re: Employment Litigation — Wrongful Termination Defense"]
},
"billing_period": {
"value": "March 1–31, 2026",
"confidence": 0.97,
"citations": ["For services rendered: March 1–31, 2026"]
},
"time_entries": {
"value": [
{
"timekeeper": {
"value": "Sarah Chen, Partner",
"confidence": 0.97,
"citations": ["Sarah Chen, Partner"]
},
"date": {
"value": "2026-03-05",
"confidence": 0.96,
"citations": ["03/05/2026"]
},
"description": {
"value": "Review amended complaint; conference with client re discovery strategy",
"confidence": 0.94,
"citations": ["Review amended complaint; conf. w/ client re discovery strategy"]
},
"hours": {
"value": 3.5,
"confidence": 0.98,
"citations": ["3.5"]
},
"rate": {
"value": {
"amount": "475.00",
"currency": "USD"
},
"confidence": 0.97,
"citations": ["$475.00/hr"]
},
"amount": {
"value": {
"amount": "1662.50",
"currency": "USD"
},
"confidence": 0.97,
"citations": ["$1,662.50"]
}
},
{
"timekeeper": {
"value": "David Park, Associate",
"confidence": 0.97,
"citations": ["David Park, Associate"]
},
"date": {
"value": "2026-03-12",
"confidence": 0.96,
"citations": ["03/12/2026"]
},
"description": {
"value": "Draft responses to interrogatories; document review (142 documents)",
"confidence": 0.93,
"citations": ["Draft responses to interrogatories; doc review (142 docs)"]
},
"hours": {
"value": 6.2,
"confidence": 0.97,
"citations": ["6.2"]
},
"rate": {
"value": {
"amount": "325.00",
"currency": "USD"
},
"confidence": 0.97,
"citations": ["$325.00/hr"]
},
"amount": {
"value": {
"amount": "2015.00",
"currency": "USD"
},
"confidence": 0.97,
"citations": ["$2,015.00"]
}
}
],
"confidence": 0.96,
"citations": []
},
"total_fees": {
"value": {
"amount": "3677.50",
"currency": "USD"
},
"confidence": 0.98,
"citations": ["Total Professional Fees: $3,677.50"]
},
"total_disbursements": {
"value": {
"amount": "247.80",
"currency": "USD"
},
"confidence": 0.96,
"citations": ["Disbursements: $247.80"]
},
"total_amount": {
"value": {
"amount": "3925.30",
"currency": "USD"
},
"confidence": 0.98,
"citations": ["Total Due: $3,925.30"]
},
"payment_terms": {
"value": "Net 30",
"confidence": 0.95,
"citations": ["Payment Terms: Net 30"]
}
}
}
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