AI-Powered Legal Invoice and Matter Management

BillerAssist for Clients COMPLETE provides a streamlined, automated, and data-driven legal invoice and matter management solution, with core features that deliver on utility:

• Use AI to control legal expenses, and reduce billing disputes
• Automatically manage your legal matters, and related invoices
• Save hours of time and hassle each month
• Get set up in under 5 minutes! 
• Automatically identifies excessive charges, and violations of your billing guidelines, for both you and your outside counsel
• Helps your Outside Counsel fix billing errors at the source, before invoices are submitted
• Automatically identifies any remaining issues after invoices are submitted, for you to give the final approval
• Learns from your approved invoice data, and from your changes
• Accepts invoices in various common formats, and tracks payments
• Allows you to automatically enforce budgets, billing rate limits, status reporting, timely billing requirements, and more
• Comes with a secure messaging and status reporting interface that also allows for secure transfer of sensitive files
• Allows you to easily see high-level metrics, and also generate hundreds of different detailed reports

Our state-of-the-art system uses AI and machine learning, and gets smarter and better the more you use it!

Everything You Want, Nothing You Don't

We designed our app with feedback from various In-House Counsel regarding their needs and pain points with invoice and matter management systems

Our app provides the core features that meet these common needs and pain points, while also avoiding features that were not actually being used

This focused approach makes our app streamlined and efficient, without expensive and unnecessary complexity

Automatically Control Your Legal Spend

Our app lets you automatically review legal vendor bills and invoices, and control expenses

Simple automated color codes immediately flag entries that are unreasonable or excessive, or violate your billing guidelines, based upon your settings and your own approved invoice data

The automated color codes are applied mathematically, in a standardized way.  This avoids idiosyncratic differences or errors

The automated color codes can be used to clearly communicate your billing expectations to Outside Counsel, and drastically reduce billing errors and disputes

The same automated color codes also appear in the interface that you see.  This drastically reduces the time spent on invoice review — just look for the color codes!

Automatically Manage Your Legal Matters

Maximum hourly billing rates can be set for each of your Outside Counsel

You can easily set and adjust budgets for each of your matters.  This allows you to use ordinary budgets, as well as “staged billing" and similar budget-related limitations

Budgets can be automatically enforced with an optional setting to reject invoices that exceed your budgets

Another optional setting lets you automatically reject invoices if no recent status report appears in our app's secure messaging system for the matter

In addition, you can also optionally reject invoices that contain charges that are too old

Organized Messaging and Status Reporting

Our app comes with a secure and end-to-end encrypted messaging system that is similar to Slack or Microsoft Teams

Whenever you create a matter, our app automatically creates a private channel in the messaging system that only you and the Outside Counsel you assign to the matter can see

Status reports for each matter will be neatly organized in the private channel for each matter

The messaging system also allows you and your Outside Counsel to transfer and exchange electronic files in a secure and organized way

No Complicated or Time-Consuming Set Up

Set up takes less than 5 minutes!   

Our app comes with a built-in data set that is used for the app's various automation functions.  This allows you to get started immediately

For custom results, you can easily add your own historical approved invoice data in just minutes

You can choose to use only our data, only your own private approved invoice data, or both, with just a few clicks

In addition, invoice entries that you approve in our app are automatically added to your own private data set.  This makes our app smarter and better the more you use it!

Easily Track Invoices and Payments

Our app allows you to accept invoices in LEDES 1998B and 1998BI formats, as well as in comma separated value (CSV) spreadsheet files, and directly from various law firm systems

You can easily organize and track invoices

The date and amount of each invoice payment can be easily recorded, tracked, and monitored

You can give your accounts payable or other personnel access to the invoice and payment tracking at no extra charge

High-Level Status View, Detailed Reporting Options

Our app provides high-level metrics in graphic and numeric formats.  This allows you to check performance at a glance!

You can also quickly generate hundreds of different detailed reports.  This allows you to easily examine specific performance points, and compare by matter, law firm, date range, task or expense type, or other variables

Reports and other data can also be downloaded in spreadsheet format, for even more analysis

With BillerAssist for Clients COMPLETE, you can have your Outside Counsel fix “problematic" billing entries before invoices are submitted

• Gives you the option to help your Outside Counsel correct their own entries prior to invoice submission
• Provides your Outside Counsel with their own interface to prescreen their billing entries
• Your Outside Counsel can easily import their billing entries, or make entries manually
• Problematic entries are automatically flagged with simple color codes
• Billing guidelines violations are flagged for your Outside Counsel to correct prior to submitting their invoices
• Unreasonable and excessive charges are also flagged for correction prior to invoice submission
• Completely automates LEDES (UTBMS) coding to avoid idiosyncratic differences and errors, and provide better internal data analysis
• You can automatically reject invoices that violate your budgeting, status reporting, and timely billing requirements

BillerAssist for Clients COMPLETE uses AI and machine learning technology, and gets smarter the more you use it

• Our app provides you with an easy reviewing interface with the same flagging features
• Your company will see all remaining non-compliant and excessive charges clearly flagged
• Includes optional buttons to automatically correct “problem" entries
• Automation mathematically standardizes charges to prevent overbllling, and avoid billing disputes
• Automation also standardizes LEDES (UTBMS) coding for better internal data analysis
• Allows you to easily set billing requirements, and use your own approved invoice data to train the automation
• Our app also allows you to easily design and generate different reports that you can also download
• Approved invoices and payments are organized and tracked for accurate recordkeeping

This video shows a new account getting set up in just over 4 minutes