Who can use this feature?

👤If you are interested in joining the waitlist or would like to know more, please contact your account manager.

LawVu's AI-Powered Billing Guidelines Review is a smart, automated solution designed to streamline and enhance your legal invoice review process.

It automatically analyzes invoice batches against your billing guidelines and approved timekeeper rates—flagging discrepancies in real time.

This powerful tool acts as your digital assistant, eliminating the need for time-consuming manual reviews and helping ensure you're only paying for what was agreed upon. Here are some key benefits:

In this article:

Before you begin, you can review the AI-Powered Billing Guidelines Beta Services Terms.

Once enabled for your organization, an Administrator can upload billing guidelines and timekeeper rates for each Legal Service Provider (LSP). Here’s how:

1. Navigate to Settings > Legal Service Providers.

2. Select the Legal Service Provider you want to set up the billing guidelines for from the list.

3. Upload your own guidelines, or download the LawVu template to customize based on your organization’s needs.

4. Upload your approved timekeeper rates as a separate document.

Once uploaded, use the three-dot menu to manage files—download, email, rename, replace, or delete them.

Use the LawVu templates at the bottom of the article as a starting point.

They are designed to help you build a baseline and can be tailored with comments and edits to fit your exact requirements.

When an LSP submits invoices, the AI automatically reviews them against your uploaded guidelines and timekeeper rates—flagging any discrepancies and adjusting totals before approval.

To review the invoices:

What you’ll see in each invoice batch:

You can toggle discrepancies on or off. Toggling a discrepancy off is equivalent to accepting it.

From here, you can click into each batch to review the individual invoices:

You have flexible approval options:

If you decline an invoice, the detected discrepancies will auto-populate the decline comment. You can edit the comment to add more context before submitting.

After an invoice batch is reviewed—whether approved, declined, or partially approved—a notification is automatically sent to the Legal Service Provider (LSP), summarizing the outcome.

Any LSP user with "Manage Invoices" permission will receive the notification.

Here’s an example notification where four invoices were approved and one was declined:

Note: Invoices created from time entries will not have billing guidelines applied.

Your finance team is also notified after invoice review.

Their notification includes:

Here's an example of what this might look like:

The Billing Guidelines Spend Report gives you visibility into:

📍 Available under Reports > Spend module

1. You can provide feedback in LawVu by clicking the Updates & feedback button at the top right of the Hub's page.

2. You can email us at feedback@lawvu.com or get in touch with your Customer Success Manager.

3. You can request a video call by email at cecile.dupreez@lawvu.com

🔜 Coming soon: We’ll also be providing a Best Practice Billing Guideline as part of the implementation process. This will walk you through how to review, refine, and operationalize your billing policies for maximum clarity and compliance.