Analyze the pre-bill invoice narrative for compliance with outside-counsel guidelines and auto-flag discounted rates or write-offs exceeding 15% before client portal delivery

Generate analyze the pre-bill invoice narrative for compliance with outside-counsel guidelines and auto-flag discounted rates or write-offs exceeding 15% before client portal delivery for Legal Services industry

Legal Services

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Invoice Narrative File *

Click to upload or drag and drop

Allowed: PDF, DOCX, XLSX, CSV, TXT

Max size: 50MB

Upload the pre-bill narrative and time entry descriptions for compliance review

Outside Counsel Guidelines Document *

Click to upload or drag and drop

Allowed: PDF, DOCX, TXT

Max size: 25MB

Upload the client's specific billing guidelines and rate requirements

Matter Billing Arrangement *

Select the fee structure type for this matter

Discount Approvers *

Identify who authorized any discounts or write-offs

Timekeeper Categories to Flag *

Specify which attorney classifications should trigger compliance review

Urgency Level *

Set the compliance review priority based on client submission timeline

Red Flag Threshold *

Set the discount/write-off percentage that triggers immediate escalation

Additional Compliance Requirements

Specify any client-specific compliance checks beyond standard guidelines

Client Portal Specifications *

Select the target client portal or billing system format

Matter Phase Details

Identify specific matter phases or stages for targeted compliance review

Analyze the pre-bill invoice narrative for compliance with outside-counsel guidelines and auto-flag discounted rates or write-offs exceeding 15% before client portal delivery

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