Mitratech CaseCloud Spend Management brings AI-powered automation to invoice intake, enabling Ops and Billing Specialists to upload a PDF invoice and have Salesforce automatically extract, structure, and save the data - eliminating manual entry for non-LEDES invoices.

Key Features

🧾 Intelligent PDF Data Extraction

• Upload any non-LEDES PDF invoice directly through the interface
• The agent reads and extracts invoice header details: invoice number, invoice date, firm name, and total amount
• Automatically captures all line item details: description, rate, quantity, total, date, matter reference, and timekeeper

⚡ Automated Record Creation

• Extracted data is mapped and saved to the correct Invoice and Invoice Line Item fields in Salesforce
• Records are available immediately for downstream automations, matter association, and reporting

🔒 Permission-Gated Execution

• Processing is gated by Spend Management feature licensing - only authorized users can invoke the agent
• Clear error feedback is surfaced when extraction or record creation encounters an issue

🛠️ Configurable Field Mapping

• Admins can define custom field mappings to extend extraction beyond standard fields
• Natural language agent instructions guide the AI on how to interpret and extract custom data points from the invoice