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This article applies to:

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

Set up an AI-powered duplicate line items audit

Configure an AI-powered duplicate line item audit and apply it to newly posted invoices.
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. Configure the behavior of your audit:
    1. Audit's behavior:
       Choose between
      Warning
       for a soft alert or
      Red Flag
       to prevent invoice approval until the audit issue is cleared. If
      Auto-reject invoice
       is selected, AI-powered option won’t be available.
    2. Criteria:
       Choose the specific criteria for identifying duplicates. Select Matching narratives - Similar matches to turn on the AI-powered audit.
    3. Customize the audit scope:
       Use the dropdown to select either
      Include
       or
      Exclude
      . Apply any of the available criteria (Matter Type Template, Matters, Firms, Practice Groups) to define the audit's scope.
    4. Default rejection comment:
       Enter a comment that will automatically populate when rejecting a fee line item flagged under this non-compliant fee category from the audit section.
  3. Select on
    Save & Close
    .
    note
    These settings will apply to invoices posted after this configuration; they won’t affect previously posted invoices.

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