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Manage non-compliant fee audits

Our AI-powered audit helps you identify potential non-compliant fees within your invoices, such as:
  • Administrative and clerical tasks
  • Intra-office communications
  • Travel
When the system detects such a fee, the audit will show in the Audits & Warnings section of the invoice. To differentiate AI-powered audits, you will find a sparkle icon next to them.
important
If a non-compliant fee audit is set up as a Red Flag, it needs to be cleared to continue with the invoice approval process. You can't proceed with approval until this audit is addressed.

Details

  • To view the details of the lines flagged as non-compliant, select the audit itself or scroll down the invoice.
  • In the dropdown on the audit, select
    Accept
    . This acknowledges the audit but no changes will be made to the fee.
  • You can provide feedback on the AI model by answering the question
    Is this Admin Billing?
     that appears following the audit. Your feedback helps us improve our AI detection.

Review and take action

  • Scroll down to the fees table to locate the flagged line item.
  • Select
    Adjust
     next to the relevant fee line and modify the hours charged or the amount to resolve the non-compliance.
  • After taking action, select
    Save
     to update your invoice. You can now view the new invoice amounts or can continue adjusting the invoice if needed.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Invoices
  • Audiences: Company