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Back Office & Finance · Legal
Check billing narratives before invoices leave.
Invoices contain vague entries or privileged details.
For: Billing partners and the team responsible for back office & finance in legal.
01 · The outcome
What good looks like.
The team has an annotated invoice for partner review without changing recorded time, with source evidence and an explicit approval before any external action. Track invoices returned for narrative corrections against a baseline; do not assume automation improves it.
A connected workflow that uses time entries, billing guidelines, and approved confidentiality rules to flag ambiguous descriptions, duplicated entries, and sensitive narrative content. It produces an annotated invoice for partner review without changing recorded time.
Where AI helps, and where a person decides.
AI can flag ambiguous descriptions, duplicated entries, and sensitive narrative content. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The billing partner verifies the source facts and approves the final action.
Billing partner is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Billing partner: Capture the source and scope
- Billing partner: Review the proposed outcome
- Billing partner: Release only the approved version
- Billing partner: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A draft invoice is prepared. Connect only time entries, billing guidelines, and approved confidentiality rules. The billing partner confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to flag ambiguous descriptions, duplicated entries, and sensitive narrative content. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an annotated invoice for partner review without changing recorded time against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Billing partner has recorded approval or a reason to hold the item.
After explicit approval, save an annotated invoice for partner review without changing recorded time in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review invoices returned for narrative corrections each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=legal-billing-narrative
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- LEGAL-BILLING-NARRATIVE-DEMO-001
- Trigger
- A draft invoice is prepared.
- Owner
- Billing partner
- Prepared output
- an annotated invoice for partner review without changing recorded time
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Invoices returned for narrative corrections
Start with your tools.
Connect Clio, Microsoft 365, Document management system through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For legal work, preserve privilege and confidentiality, check conflicts before substantive intake, and require a licensed attorney to approve legal advice, filings and engagement terms.
Try this week / no DAVID required
A useful first step.
This week, have your billing partner time five examples of this work. Use redacted copies of time entries, billing guidelines, and approved confidentiality rules to make an annotated invoice for partner review without changing recorded time manually, then list which fields required judgment.
What to measure.
- Invoices returned for narrative corrections
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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