CaseCloud Help

Introduction to Legal Service Provider Experience

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CaseCloud Spend Management offers an integrated experience for legal service providers, providing baseline support with capabilities to import LEDES 1998B e-Billing files as invoices and enabling the review and tracking of submitted invoices with real-time status notifications.

Our integrated solution includes the ability to set up a digital experience site for your legal service providers, which includes a fully customizable user experience that allows uploading their e-billing files as invoices and the ability to review and submit them to your in-house counsel.

Invoices added by legal service providers are automatically scanned and flagged against the configured invoice rules for compliance. Legal service providers can review, correct, and resubmit their invoices in a very fast and streamlined process flow.

Legal service providers' counsel can track the matter budgets, with support of the tightly integrated American Bar Association's UTBMS Codes, both with budgets as well as invoices, and can help analyze your spends against your budgets very easily.

CaseCloud includes a Lightning community template to jump-start setting up a portal for your legal service providers. For more details, follow this link.

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