Outside counsel invoice review

Law firm invoices checked against the billing guidelines

LegalFinanceComplianceNetSuite, Box, ServiceNow
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the invoice and the guidelines

Reviews each outside counsel invoice against the billing guidelines: block billing, staffing, rates and the expenses allowed

Applies the rules and drafts the reductions

Drafts the reductions with the guideline cited and the message to the firm

Updates the budget and the firm report

Reports spend against the matter budget and the firms with the most reductions

Works inNetSuite, Box, ServiceNow

What it does

  • Reviews each outside counsel invoice against the billing guidelines: block billing, staffing, rates and the expenses allowed
  • Drafts the reductions with the guideline cited and the message to the firm
  • Reports spend against the matter budget and the firms with the most reductions

Connects to

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.