e-billing operating procedures (pre-flight checks for law firms)

In aviation, a pre-flight checklist is a list of tasks that should be performed by pilots and aircrew prior to takeoff. Its purpose is to improve flight safety by ensuring that no important tasks are forgotten. Failure to correctly conduct a pre-flight check using a checklist is a major contributing factor to aircraft accidents.

Although nowhere near as critical as air safety, several law firms have established the principle of running “pre-flight checks” on their e-Bills before submitting them to a legal spend management or e-Billing system such as BusyLamp. This is done to correct any obvious errors on the e-Bill and therefore reduce the % of invoices that get rejected in the first stage of the validation process. This leads to invoices being accepted and paid by the client faster. Over time, common errors can be identified and processes at the firm made more accurate and efficient. It also improves customer satisfaction as it’s frustrating for in-house clients to receive non-compliant invoices.

One useful tool to support such “pre-flight checks” is an e-Billing Operating Procedures (e-Billing OP) document. Usually, one exists for each e-Billed client entity which covers not just the key validation rules for each e-Bill but the wider policies and protocols for working with that specific client and legal e-billing software.

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Busy Lamp

Busy Lamp

Founded by a team of lawyers and powered by many frustrated users of endless spreadsheets and clunky legacy eBilling and matter management systems, BusyLamp is the leading SaaS alternative for efficient enterprise legal management. By simplifying and improving legal operations we help legal departments save time, significantly reduce spend and overheads, and collaborate more effectively with inside and outside counsel. Today’s legal departments leverage our end-to-end solution to free their teams from manual admin tasks and drive efficiencies from pitch to completion. Become a member of the BusyLamp user family and take advantage of our sophisticated sourcing, fee tracking, matter management and eBilling features all with powerful reporting and analytics in an easy to use, quick to implement, modern solution.