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This article applies to:

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

Set up an AI-powered audit to extract definitions of non-compliant fees

Set up AI audits to identify and flag non-compliant fees in invoices, focusing on administrative tasks, by reviewing and adjusting billing guidelines for accuracy.
You can set up AI-powered audits to extract custom definitions of non-compliant fees from your billing guidelines and flag any violations in your future invoices.
note
As a system administrator, you can turn on audits by category.
  1. Select
    Settings
    LEDES invoice audits
    AI-powered audits for non-compliant fees
    .
    The available categories for non-compliant fees will show on the side panel.
  2. Select
    Administrative and clerical tasks
    .
    note
    • Administrative and clerical tasks include key support functions such as managing documents and files, and creating, organizing, maintaining, and distributing them via photocopying, scanning, and electronic filing.
    • These tasks also cover data entry, word processing, and basic proofreading, but don't involve any substantial legal analysis or decision-making.
    • We only support the
      Administrative and Clerical
       category as part of this audit, but the scope will expand.
  3. Set up the behavior of your audit:
    • Double check billing guidelines:
      Review the billing guidelines currently loaded in the system. If no billing guidelines have been uploaded yet, you'll need to upload them before proceeding.
    • Extract and analyze definitions:
      The system processes your billing guidelines in the background, extracting and analyzing non-compliant fee definitions for administrative and clerical task categories. When complete, it presents a side-by-side comparison for each identified category:
      • What was extracted
         (left column) – shows the raw non-compliant fee definitions pulled directly from your billing guidelines, written in your own terminology.
      • What's recommended
        (right column) – shows the definitions after they’ve been mapped to industry best-in-class definitions that align with common legal billing terminology.
        note
        For each category, you can use the
        Accept recommendation
         switch to apply the standardized definition, or leave it off to keep your existing language in place.
    • Review and verify:
      Review your selections across all categories. Once verified, the system will analyze all future invoices for non-compliant fees and flag them accordingly.
  4. Select
    Save & Close
    .