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Our client is a US-based legal practice management system that helps thousands of law firms and individual attorneys streamline task and case management, documentation workflow, billing, time and expense tracking, reporting, and legal tools integration.
[01]
Among its many features, this software system has invoice generation functionality. These invoices must comply with the Outside Counsel Guidelines – a document that specifies managing legal matters, billing, budgets, and other services that a law firm provides. Since the OCG is not standardized, its contents, including the guidelines for billing and invoicing, may vary from company to company.
This complicates many routine procedures for law firms, including invoice validation against the guidelines. The procedure for invoice validation that the client had in place was manual and time-consuming. Thus, the system needed a more efficient way to validate invoices.
[02]
The system is high-scale, serving thousands of clients, each generating hundreds of different invoices daily and adhering to their own version of OCG. This makes a traditional algorithmic approach to invoice validation inefficient and impractical. To solve this challenge, the system needs more than just rule-based logic. It requires personalization, natural language understanding, and reasoning capabilities to accurately interpret and compare invoice content against the specific billing rules defined by each user’s OCG.
Thus, the client would benefit from a generative AI-based service that can quickly and accurately analyze any invoice against a company’s version of OCG and validate it.
[03]
Considering the client’s request, our task was to create a service able to:
Thus, the service we built consists of two main functional components:
We completed this task in three steps:
[04]
As a result, we helped the client create a quick, easy-to-implement, and efficient solution for automating a routine and time-consuming task, leveraging generative AI technology as a sound alternative when an algorithmic approach is not relevant. Due to this automation, the client’s average workflow now saves up to 15% of users’ work time and prevents man-made mistakes, which is critical for legal environments.
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