This article aims to answer common questions about AI-Powered Billing guidelines.
For a detailed overview of the feature itself, please refer to the full article here:
I’m concerned about data security. Is Billing guidelines private and secure?
LawVu has a company-wide compliance program that meets global information security and privacy standards, including ISO27001, SOC1, SOC2, HIPAA, and GDPR.
Your data is completely secure. Your data remains in your chosen Data Stack location at rest. We do not use your data or your prompts to train our models.
We use Azure OpenAI services to generate responses to your Workspace Intelligence requests. We use Azure Data Zones in the United States and European Union. For customers in these regions, your Workspace Intelligence AI requests are processed within your respective regions.
For customers outside of the United States and EU, we use one of these Data Zones to process your Workspace Intelligence AI requests. For customers in Australia, your requests are processed in the EU. For customers in Canada, it's the USA Data Zone.
Additionally:
All your User Data is still stored in your chosen Data Stack location in Azure
Only your specific AI requests are processed in the Data Zone region
Each AI request requires a small segment of your User Data to generate the outputs and responses from the AI features
All processing is transient, no data is stored, retained or used to train any models from these requests
Your data is always encrypted on route to EU Servers and back
Azure Data Zones allows us to ensure we can offer the latest Azure OpenAI models to you cost effectively.
Are there any controls over what data or information users will have access to?
Billing insights honors the same permissions for when working with invoices currently. Which means that users will only be able to see Billing insights if they have the manage invoices permission or if they are an invoice approver.
How does Billing guidelines work?
Once Billing guidelines and approved timekeeper rates documents are uploaded to the LSP profile, the document(s) are processed to create sections of context. Once an invoice is submitted, AI will compare the invoice against sections of context to identify discrepancies.
AI processing includes:
OCR (text recognition)
Breaking content into semantically similar segments
What is the underlying tech?
Billing insights utilizes Microsoft’s Azure OpenAI Service. This service is provided from within our secure Azure ecosystem where customer data remains segregated and is not used to train any public models. LawVu operates a company-wide compliance programme that meets global information security and privacy standards, including ISO27001, SOC1, SOC2, HIPAA, and GDPR & CCPA. We are also aligned with the new ISO42001 standard for AI Management Systems and actively pursuing certification.
Due to the sensitive nature of our customers' use, LawVu is fully exempt from the standard terms allowing Microsoft to monitor use of their Open AI Service.
I didn’t get the answer I was expecting, what should I do?
We need your feedback to improve billing insights. If you receive a response that you weren’t expecting or is incorrect, we need to know about it so we can improve the quality of the output. You can contact us via the Support menu at the bottom right of your screen.
Does the Billing guidelines document need to be in any specific format?
No, you can use any file format.
When will Timekeeper rates be included in Billing Insights?
We aim to release Approved Timekeer rates by the end of February.
Can I check for Billing guidelines exceptions against imported invoices?
Not at this point. We will review only new invoices posted after the feature has been enabled for discrepancies.
Who can upload Billing guidelines and approved timekeeper rates?
Only the org admins can from the LSP profile.
Can I apply matter-specific Billing guidelines and approved timekeeper rates?
Not at this point. For now, Billing guidelines and approved timekeeper rates will be applied only per law firm to all matters that the law firm has been assigned to. Please add a feedback request.
Can I filter on billing insights discrepancies in the grids?
No you cannot, but you can use reporting to review discrepancies at an aggregate and utilise other columns in grids to filter and organise LSPs and their respective discrepancies.
If the billing insights extraction fails, how can I reset and how often can I reset?
You can click Retry. This will trigger the billing insights extraction to run again. It takes 1 minute to run, so if you click the retry button more than once in a 1-minute time frame, it will still only run once. This applies to approvers in the 2nd and 3rd phases as well.
I’ve enabled Billing insights but I already have invoices pending. Will the discrepancies show on pending invoices?
No. Only newly submitted invoices will be reviewed against Billing guidelines.
What do the error messages mean when no discrepancies are showing?
History of trying to run analysis = Try again
No history of analysis = Review
Can I have the feature ‘Invoices cannot be edited’ enabled when I have an Advanced invoice workflow?
No, at this point in time, this feature is not available with Advanced invoice workflow.
What if we have more than one invoice approver?
At this point in time only one approver can review invoices.
Are other languages for Billing guidelines, approved timekeeper rates and invoices supported?
No, not at this point in time.