Invoice Processing Agent Overview
The Invoice Processing Agent enables organizations to upload non‑LEDES invoice PDFs and automatically extract key invoice and line‑item data into Salesforce. After an invoice is uploaded, the agent analyzes the document and creates the corresponding Invoice and Invoice Line Item records.
By automating data capture and reducing manual data entry, the Invoice Processing Agent streamlines billing operations and significantly improves processing efficiency.
Prerequisites
Before you begin, ensure your environment meets the following package and licensing requirements.
Required Packages:
- CaseCloud Matter Management: Version 1.166.0 or later (see Getting Started - Matter Management for setup and installation requirements)
- CaseCloud Spend Management: Version 1.28.0 or later (see Use and Learn - Spend Management for setup and installation requirements)
- Agentforce for Corporate Legal: Must be installed.
Required Permissions:
Assign the following permission sets to the applicable users:
- AdvoLogix Basic User: Minimum requirement provided by the Matter Management base package.
- AdvoLogixSM User or AdvoLogixSM Admin: Requires at least one of these licenses.
- Prompt Template User: A standard Salesforce permission set required to access invoice processing.
- Invoice Processing Agent User: Grants access to the specific invoice processing agent.
Administrator Configuration
To use the Invoice Processing Agent feature, contact CaseCloud Support or your Account Executive to enable Agentforce for your organization.
Follow these steps to enable the Invoice Processing Agent and configure PDF invoice processing.
Step 1: Enable Einstein AI and Agentforce
Einstein AI and Agentforce must be enabled before you configure the agent
- In Salesforce Setup, search for Einstein.
- Open Einstein Setup, and turn on the feature.
- In Salesforce Setup, search for Agentforce Agents.
- Select Agentforce Agents, and enable the feature.
Step 2: Enable Invoice PDF Processing
Enable PDF processing so the system can process PDF invoices in addition to standard LEDES formats.
- Open the App Launcher, and select AdvoLogix Setup.
- Go to Integrations > Spend Management > LEDES Field Mappings.
- In the Select LEDES Format list, select PDF.
- Turn on the Active switch, and select Save.
Step 3: Configure PDF Field Mappings
The system automatically maps standard invoice fields. You can modify these mappings or add custom fields to extract organization‑specific data, such as an internal matter number or custom invoice number.
To add a custom mapping:
- On the PDF Field Mappings page, select Add Row.
- In the Source Field Path box, enter the API field name, prefixed with
invoices.orlineitems.- Example: To save a custom invoice number, enter
invoices.invoice_Number.
- Example: To save a custom invoice number, enter
- In the Agent Instructions box, enter a clear, plain‑text instruction to guide the LLM.
- Example: Look for the label “invoice number.” The value is alphanumeric.
- Select Save.
For more details regarding PDF Field Mappings, follow this article.
Uploading Invoices
After the Invoice Processing Agent is configured, users can upload and process up to 10 PDF invoices at the same time.
Follow these steps to upload one or more PDF invoices:
- Open the Spend Management app.
- In the utility bar, select Upload Invoices.
- Select the PDF format option.
- Choose up to 10 PDF files to upload.
- After the system validates the files, select Import.
Important:
- File Size: The system enforces a maximum file size limit of 7 MB per PDF.
- Do not close or cancel the upload window while invoices are being processed.
- The system saves only the invoices that finish processing.
- Any invoices still in progress when the window is closed are discarded.
Note for custom applications
- If you use the standard Spend Management app, no additional configuration is required.
- If you use the custom Invoice Explorer app with a top‑level component layout, make sure the Upload Invoices utility bar component is placed on the first tab.