CaseCloud Spend Management allows you to manage your matters that involve outside counsel in a streamlined way. You can 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 with pre-negotiated terms, eliminating surprise invoices and reducing the need for lengthy phone calls to resolve invoicing issues. Invoice control and web-based collaboration ensure legal projects are on time and on budget.
Before installation, your organization must have digital experiences (communities) enabled to install the CaseCloud Spend Management package successfully.
Install the Package
The CaseCloud Spend Management integration is provided to CaseCloud customers as a standalone package and is available upon request. The CaseCloud Matter Management 1.137.x (June 2023) or greater package version is required.
Customize & Assign Page Layouts
Page Layouts
The integration provides fields and a set of related lists for easier access to them from an account or a matter. Consider adding the following:
-
Account Page Layout
- Invoice Rule field
- Invoices related list
- Invoice Line Items related list
-
Matter Page Layout
- Invoice Rule field
- Actual Fees field
- Actual Expenses field
- Total Invoices field
- Invoices related list
- Invoice Line Items related list
Customize Lists
The integration includes customized actions to support mass editing from the list of records for the 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 for submitting multiple invoices at once. Consider adding this action button to your lists.
(Optional) Set Up PDF Invoice Extraction Service
Reach out to CaseCloud Support to find the Endpoint URL for the PDF Extraction Service.
CaseCloud offers a PDF Invoice Extraction service integrated within the Invoice Upload feature of the Spend Management app.
To be able to use that feature, please complete the following steps mentioned below:
In Salesforce Setup, enter the Remote Site Settings into the Quick Find box, and select Remote Site Settings from the results. Select the New Remote Site button.
- Remote Site Name - Enter a unique remote site name without spaces.
- For example: CastrPDFService
- Remote Site URL - Enter the URL provided to you from CaseCloud.
- Active - Verify this checkbox is enabled.
- Click Save.
In Salesforce Setup, enter CORS into the Quick Find box, and select CORS from the results. Select the New button.
Set the following options:
- Origin URL Pattern - Enter the URL provided to you from CaseCloud.
- Click Save.
In Salesforce Setup, enter Trusted URLs into the Quick Find box, and select Trusted URLs. Select the New Trusted URL button and complete the form.
- API Name - Enter a unique trusted site name, but with no spaces.
- For example: CastrPDFServiceUrl
- URL - Enter the URL provided to you from AdvoLogix.
- Description - Enter any value to describe the purpose of this trusted site addition easily.
- Active - Enable
- CSP Context - Set to All.
- connect-src (scripts) - Enable
- font-src (fonts) - Enable
- frame-src iframe content) - Enable
- img-src (images) - Enable
- media-src (audio and video) - Enable
- style-src (style sheets) - Enable
- Click Save.
- In Salesforce Setup, enter Custom Metadata Types into the Quick Find box, and select Custom Metadata Types.
- Click the Manage Records action link displayed before the Spend Management Global Options custom metadata type object.
- Click the Edit action link displayed before the Global Options record.
- Scroll down to the section and enter the URL provided by CaseCloud into the PDF Processing Endpoint field.
If the PDF Processing Endpoint field is not visible on the form, navigate to the page layout section of the Spend Management Global Options custom metadata type object and add the field to the page layout.
Set Up Accounts & Matters for Invoice Compliance Scanning
After your page layouts have been set up to accommodate the integration, you can now establish which accounts and matters must be scanned for every invoice added for compliance purposes. It is important to note that these accounts or matters must be associated with an Invoice Rule, and only then will the invoices be scanned for compliance. To learn about setting up invoice rules for compliance scanning, follow this link.