Create a Rejections/Adjustments Memo itemizing rejected e-discovery vendor pass-through expenses due to unauthorized data processing tiers, supported by revised client cost matrix and corresponding GL coding adjustments in Elite 3E.

Generate create a rejections/adjustments memo itemizing rejected e-discovery vendor pass-through expenses due to unauthorized data processing tiers, supported by revised client cost matrix and corresponding gl coding adjustments in elite 3e. for Legal Services industry

Legal Services

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Allowed: PDF, XLSX, CSV

Max size: 10MB

Upload the e-discovery vendor's original pass-through expense invoice for rejection analysis
Select the specific data processing tiers that exceeded authorization limits
Enter the client name and originating matter number for proper billing assignment

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Allowed: XLSX, PDF

Max size: 5MB

Upload the updated client cost matrix that supersedes previously approved rates for these service tiers
Categorize the primary reason for rejecting these charges
Specify the Elite 3E GL account codes requiring adjustment for these rejected expenses
Enter the billing partner's name who authorized this rejection and adjustment
Select how the client should be informed about these rejected charges
Add additional context for the rejection decision, vendor relationships, or future workflow improvements