Three modules. One platform. Zero billing surprises.
AI-powered invoice vetting, flexible guideline building, and real-time spend intelligence. Everything you need to enforce OCGs and reclaim your budget.
Bill Vetting Engine
Upload and Parse
Upload PDF invoices directly. AI-powered parsing extracts every line item, amount, timekeeper, and date with precision.
Rules Engine Enforcement
Checks against your custom guidelines automatically. Flags violations with specific guideline references and severity levels.
Baseline Heuristics
Even without custom guidelines, baseline checks flag block billing, vague descriptions, excessive hours, and duplicate entries.
Review & Action
Organize flagged items in an intuitive review queue. Approve, reject, or adjust with a click. Export or email summaries to firms.
Invoice
ABC_Corp_Feb2024.pdf
Extracted
Partner: Jane Smith
Hours: 45.5 @ $500/hr = $22,750
Description: General litigation support
Section
add_circleSTAFFING
Max partners per matter: 2
Max associates per matter: 5
FEES
Partner rate cap: $500/hr
Associate rate cap: $300/hr
AI USAGE
Permitted
Outside Counsel Guidelines Builder
Pre-Built Template Library
Start with proven clause templates. Sections include Staffing, Fees, Expenses, Billing, Travel, Prior Approvals, AI Usage, and Confidentiality.
Smart Configuration
Toggle rules on or off. Set parameters like rate caps, max timekeepers, and spending thresholds. Build guidelines that reflect your firm relationships.
AI Usage Modes
Choose whether AI is Encouraged, Permitted, or Restricted for outside counsel. Map your firm preferences directly.
Export & Distribute
Export to Word format for firm distribution. Maintain multiple guideline sets for different firms or matter types.
Outputs & Intelligence
Spend Dashboard
View spending by firm, matter, time period, and individual timekeeper. Track spend trends and compare across periods.
Auto-Generated Firm Emails
Summaries of flagged items and reductions are automatically sent to firms. Transparent communication reduces friction.
Trend Analysis
Identify patterns across file numbers, firms, and time. Forecast spending and spot cost-control opportunities.
Firm Scorecards & Compliance
Track guideline compliance rates per firm. Recognize top performers and flag outliers for follow-up.
Proposal Capture
Upload fee estimates upfront. Compare actual billing to estimates and identify overages or scope creep.
Firm Scorecard
Blake & Associates
94% compliant
Jones LLP
78% compliant
Summit Legal
62% compliant
Q1 Spend Summary
Total Spend
$847K
See it in action.
Get hands-on with a personalized walkthrough of all three modules. See exactly how your guidelines will enforce automatically.