AdvoLogix Matter Management

Getting Started with AdvoLogix Spend Management

Updated Apr 13, 2021

AdvoLogix Spend Management allows you to manage your matters that involve outside counsels in a streamlined way. You have the ability to set and assign milestones, tasks, and responsible parties, as well as set budgets and provide client portals for complete collaboration. When outside counsel submits invoices, they are automatically validated for compliance to pre-negotiated terms. No more surprise invoices or long phone calls to resolve invoicing issues. Invoice control and web-based collaboration ensure legal projects are on time and on budget.

To install the AdvoLogix Spend Management package, your organization must have communities enabled prior to installation.

Install the Package

The AdvoLogix Spend Management integration is provided to AdvoLogix customers as an individual install package and is available upon request. The prerequisites for the integration are:

  • AdvoLogix Matter Management 1.111 (Fall 2020) or greater

Customize & Assign Page Layouts

Account Layout

The integration provides fields and a set of related lists for easier access to them from an account, consider:

  • Adding Invoice Rule field to the layout.
  • Adding the Invoices and Invoice Line Items related list to the layout.

Matter Layout

The integration provides fields and set of related lists for easier access to them from a matter, consider:

  • Adding Invoice Rule, Actual Fees, Actual Expenses, and Total Invoices fields to the layout.
  • Adding the Invoices and Invoice Line Items related list to the layout.

Customize Lists

The integration includes customized actions to support mass editing from the list of records for following objects:

  • Invoices
  • Invoice Line Items
  • Invoice Rules

When your organization has implemented an approval process for incoming invoices, you may find a mass submit for approval action button, for invoice lists which is very helpful in submitting multiple invoices in one go.  Consider adding these action button to your lists.

Setting up Accounts & Matters for Invoice Compliance Scanning

After your page layouts have been setup to accommodate the integration, you may now establish which accounts and matters will be required to be scanned for every invoice added for compliance. It is important to note that these accounts or matters must be associated with an Invoice Rule, and only then the invoices will be scanned for compliance. To learn about setting up invoice rules for compliance scanning, follow this link.

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