CaseCloud includes a Lightning community template that enables you to quickly and easily set up a digital experience for your legal service providers. Create a new digital experience within your organization and choose our feature-rich Legal Service Experience V2 template, which allows them to:
- Make Matter Budgets - with full support of activity and task codes
- Create an Invoice - with the ability to manually add an invoice or upload an e-billing file to generate the invoice.
- Using Artificial Intelligence for Invoice Review - Submit the invoices and instantly see the approval status of each line item with our artificial intelligence invoice engine.
Within your digital experience, you can utilize CaseCloud's provided Upload Invoice Lightning component to upload a LEDES 1998B e-billing file as an invoice.
The Legal Service Experience V2 template does not include a pre-customized Navigation menu.
To set up the new digital experience, the community administrator should manually configure the Navigation Menu using the Experience Builder. We recommend creating the menu using a standard set of navigation items such as Matters, Budgets, Invoices, Accruals, Documents, Calendar, and Performance Reviews, which align with the out-of-the-box features enabled by the template.
You can follow the step-by-step guide in the article Set Up Navigation Menu for Legal Service Provider Experience to configure your menu.