Analyze the Invoice Finalization Approval packet for write-off risk by cross-checking UTBMS codes against client billing guidelines, marking blocked narratives, and flagging senior partner overrides while attaching red-flag justification appendix

Generate analyze the invoice finalization approval packet for write-off risk by cross-checking utbms codes against client billing guidelines, marking blocked narratives, and flagging senior partner overrides while attaching red-flag justification appendix for Legal Services industry

Legal Services

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Allowed: PDF, XLSX, CSV

Max size: 50MB

Upload the finalized invoice packet containing time entries, narratives, and UTBMS coded activities

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Allowed: PDF, DOCX

Max size: 25MB

Upload the client's official billing guidelines, rate schedules, and UTBMS code restrictions
Select the type of legal matter to apply appropriate billing rules and restrictions
Determine the scrutiny level needed based on matter value and client relationship
Specify keywords or phrases that should trigger automatic narrative blocking
Document any senior partner overrides or special approval circumstances
Specify write-off risk categories that should NOT trigger bureau alerts for this client
Select the format for presenting red-flag justifications in the appendix
Specify email addresses or roles that should receive the final analysis deliverables
Select the regulatory framework governing this billing review
Note any unique arrangements, negotiated terms, or client-specific exceptions