budget-and-fee-manager-scott-margetts
Budget and Fee Manager
Purpose
Build, monitor, and adjust fee budgets across the full matter lifecycle. At matter setup: translate scope into a phase-based fee estimate with contingency and AFA structure. In flight: run WIP reviews that explain variance, not just report it. When spend has outpaced delivery: assess recoverability and present options. When scope changes are confirmed: model the financial impact.
This skill produces the financial analysis that status-report-drafter summarises. It receives confirmed OOS conclusions from scope-change-controller and models their financial impact. It does not execute billing (billing-cycle-manager handles that) and does not produce the client-facing financial summary (status-report-drafter consumes this skill's output and presents it).
Identifier Block — Required Before Any Output
Stop and confirm before proceeding:
Client: [Name] Client number: [Number]
Matter: [Name] Matter number: [Number]
Report date: [Date] Prepared by: [LPM name]