Checks draft invoices against the billing guidelines set by each client before the invoice is sent, flagging entries that use blocked billing codes, exceed agreed rates, or include disallowed task descriptions. Many institutional clients impose strict billing rules, and violations result in write-offs, delayed payment, and damaged relationships.
This solution reviews every invoice automatically before it leaves the firm. It reduces write-offs, improves collection rates, and lets billing staff focus on exceptions rather than line-by-line review.
From trigger to result, here is the flow at a glance.
Invoice Drafted
A draft bill is queued before sending
AI Checks Guidelines
AI compares entries against client billing rules
Flags Violations
System catches blocked codes and excess rates
Fewer Write-Offs
Improve collections and review only exceptions
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Industry
Legal
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