Mitratech 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.
Prerequisites
Before installation, your organization must have digital experiences (communities) enabled to install the Mitratech CaseCloud Spend Management package successfully.
Your organization must have Mitratech CaseCloud Matter Management v1.166 or later installed before installing Spend Management.
Package Installation
The CaseCloud Spend Management integration is available to CaseCloud customers as a standalone package upon request. Please contact your Account Manager.
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
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Matter Page Layout
- Actual Fees field
- Actual Expenses field
- Total Invoices field
- Invoices related list
- Invoice Line Items related list
- Matter Invoice Rules 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 ARIES™ Non-LEDES Invoice Capture for Agentforce
PDF invoice processing is now handled by the Agentforce for Corporate Legal package. For setup instructions, see Getting Started with the ARIES™ Non-LEDES Invoice Capture for Agentforce.
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.