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 the ability to review and track 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.
Billing Guidelines that apply to your outside counsel's matters can be set up to show within the legal service provider experience, so that they can align their invoices accordingly.
How To Upload Billing Guidelines for Outside Counsels
Billing Guidelines are available for outside counsel when the document is uploaded as a Salesforce File to the respective accounts within your organization.
Follow these steps to make the Billing Guidelines available within outside counsel communities:
Step 1: Upload Billing Guidelines Document
Go to the account record of your outside counsel contacts, and from the files related list of the account record, upload the Billing Guidelines document.
Step 2: Enable Billing Guidelines with Outside Counsels
After successful upload of the document, go to the file detail view and enable the document to be accessed by the outside counsels.
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File Privacy on Records field should be set to Visible to Anyone With Record Access.
(Follow these steps to make sure this option is available for Salesforce Files)
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Type field should be set to Billing Guidelines.
(Follow these steps to make sure Billing Guidelines is an available value in the Type dropdown)
- Click the Share button to open sharing settings for the file.
Step 3: Share Billing Guidelines with Outside Counsels
Within the Share dialog, make sure the file is enabled to be shared with the outside counsel associated with the account record.
- Click and expand Who Can Access view.
- Toggle Customer Access to Enabled for the Account records this Billing Guidelines document should be shared with.
- Click Done to save and close the sharing dialog.
- Go to Salesforce Setup.
- Search for Salesforce Files, and click open General Settings.
- Click Edit and make sure Set file access to Set by Record for files attached to records is Enabled.
- Go to Salesforce Setup.
- Open Object Manager, locate, and open the Content Version object.
- From the sidebar, open Fields & Relationships.
- Find and open Type (advpm__Type__c) picklist field.
- Within the Type field detail, scroll down to Values related list.
- If Billing Guidelines is not an available option within the list of values, then click the New button and enter Billing Guidelines as a new value and Save.