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Set up an AI-powered duplicate line items audit

Company System Administrators can do the following to set up an AI-powered duplicate line item audit:
  1. Select
    Settings
    ,
    LEDES invoice audits
    , then
    Duplicate line items
    .
  2. Go to
    Select action for duplicate line items
     and select
    Warning (no action required
    ).
  3. Go to
    Select criteria to find duplicate line items
     and mark the
    Matching narrative
     checkbox. Select
    Similar Matches
     to enable the AI-powered audit.
  4. You can further refine your search with additional criteria, such as identifying duplicate line items from the same date or the same timekeeper, to narrow down the results.
  5. Use the
    Scope
     setting to exclude specific matter types, matters, or vendors from the audit as needed.
  6. When a duplicate line item is detected by the AI, the warning will display in the Issues section of the invoice.
  7. Select the warning then select
    View
    . The reason the AI flagged the line as a duplicate will show in the AI Insights section. You can then adjust each line as needed.
  8. At the bottom of the screen, you can indicate whether the line was correctly flagged as a duplicate. Select
    Yes
     or
    No
    . We’ll use this information to improve the AI's predictions.
  9. Since this audit is set up as a
    Warning
    , you can approve your invoice without making an adjustment.

This article applies to:

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

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