Billing Operations Intelligence

BillingOps

Know Where Revenue Is Slipping Before Month-End Tells You.

LuMay BillingOps turns governed billing and finance data into answers your team can understand, verify, and act on. Ask about realization, billing risk, anomalies, collections, and expected cash in plain language — then see the evidence and the next action in one workspace.

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RealizationBilling RiskAnomaliesCollectionsExpected Cash
LuMay BillingOps dashboard
3E Data
Governed Source
Plain Language
Ask Anything
Evidence-Rich
Every Insight

The Billing Visibility Gap

Your Billing Data Knows Where Revenue Is at Risk.
Finding It Is the Hard Part.

Law firms already have the billing data. The challenge is turning that data into a clear answer quickly enough to act.

Realization can deteriorate across clients, matters, or periods before the broader financial impact becomes obvious.

From Reports to Answers

Ask the Business Question Directly.

Instead of navigating multiple reports, filters, exports, and spreadsheets, BillingOps helps teams ask billing and finance questions directly and investigate the underlying business drivers.

  • Ask billing and finance questions in plain language, no reports or filters required.
  • See realization, billing risk, collections, and cash exposure in one place.
  • Get answers grounded in governed billing data your team can trust.
BillingOps Workspace
BillingOps workspace answering a plain-language billing question
Evidence-Rich Answers

Don't Just Get an Answer. See What Supports It.

BillingOps keeps every insight together with its supporting context — what changed, where it came from, and what deserves a closer look.

01 · Business Insight

Realization Requires Attention

A downward trend in billing activity.

02 · Supporting Evidence

Trend Detected

Below the comparison period.

Direction: Declining

Business Impact: Requires Review

BillingOps · Evidence View
03 · Source Context

Governed Billing Data

Available for review.

Data Context: Billing & Finance

Access: Governed
04 · Traceability

Evidence Available

Records and context behind the insight.

Insight to Action

Knowing What Changed Is Only the Beginning.

BillingOps helps teams move from a business signal to the evidence, investigation, recommended action, and responsible owner.

Realization Pressure Detected.

Status: Review Required
01Signal

Realization Pressure Detected

Recent performance requires attention.

StatusReview Required
02Evidence

Performance Comparison

Compare affected activity with relevant historical or peer performance.

TrendBelow Expected Range
ImpactRequires Investigation
03Recommendation

Priority Review

Review pricing, write-down, WIP, billing, and matter-level drivers before the next billing milestone.

04Ask Next

Continue the Thread

One click carries the context forward.

What is driving the decline?
05Execution

Dispatch

Move the finding to where it gets resolved.

Assign to Billing Lead
Share with Finance
Continue Investigation
Where BillingOps Creates Value

Four Questions Finance Teams Need Answered Faster.

Move from backward-looking spreadsheets to proactive operations with four purpose-built analytical priorities.

Realization
See deterioration earlier

Where Is Realized Value Declining?

Identify clients, matters, or periods where realization is moving in the wrong direction and investigate the underlying business drivers.

Realization Signal
Current DirectionDeclining
Previous DirectionStable
Business StatusRequires Attention

Recommended Investigation: Review pricing, write-down, and billing drivers.

Risk & Anomalies
Focus attention sooner

What Could Delay Billing?

Surface billing conditions that may require intervention before they create downstream billing friction.

IssuePriority
Rate Approval RequiredHigh
WIP Threshold Requires ReviewMedium
Billing Code RequirementMedium
Missing ApprovalHigh
Collections
Prioritize collections

Where Is Receivables Exposure Concentrated?

Understand where outstanding receivables require attention and help teams prioritize collection follow-up.

Receivables Aging Brackets
0–30 DaysNormal Follow-Up
31–60 DaysAttention Recommended
61–90+ DaysAction Required

Largest Exposure Area: Aged Receivables

Collection Priority: High

Recommended Action: Review Account and Follow-Up Status

Forecast
Improve forward visibility

What Cash Is Expected — and What Could Change It?

Give finance leaders forward visibility into expected receipts while highlighting the operational conditions that could affect the outlook.

Current Outlook

On Track

Risk-Adjusted Outlook

Requires Monitoring

Primary Drivers
Billing ReadinessStable
Collection TimingMonitor
Write-Down ExposureReview Required
Outstanding ExceptionsNeeds Attention

Next Action: Review Material Forecast Drivers

Your Billing System Records What Happened.

BillingOps Helps You See What Needs Attention Next. Make billing data easier to question, easier to verify, and easier to turn into action.

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