AI OCG Compliance Agents
Outside Counsel Guidelines - enforced automatically.
Every outside-counsel matter checked against your billing rules. Every invoice line validated before AP. Catch non-compliant billing before payment - without antagonizing your law firms.
- 100% invoice line coverage - no more manual sampling.
- Non-compliant lines flagged with reasoned explanation before payment.
- Cleaner firm relationships through pre-bill conversations, not disputes.
Proven OCG Compliance Impact
OCG Rules On Paper
Aren't OCG Enforcement.
Every GC office has Outside Counsel Guidelines. Almost none of them enforce the guidelines line-by-line because the manual work is overwhelming. OCG Compliance Agents move enforcement from paper to production - every line, every invoice, before payment - without burning the firm relationship.
See OCG Compliance Agent In Action- 01Which invoice lines violate my billing guidelines?
- 02Which firms have the highest non-compliance rate?
- 03Which timekeeper rates exceed OCG-approved levels?
- 04Which tasks were billed after matter closure?
- 05Which invoices have block billing or vague descriptions?
- 06Which duplicate entries slipped through this month?
- 07Which disputed line has the strongest legal grounds?
Six AI Capabilities
For Outside Counsel Compliance.
Each capability runs on your existing invoicing and matter management workflow. No new tools required.
Invoice Line Validation
Every invoice line validated against your encoded OCG rules - before AP processes a single payment.
100% invoice coverage - no more sampling
Every line, every matter, every firm validated automatically
Non-compliant lines flagged with detailed explanation
OCG rule cited, amount disputed, and recommended action included
Also includes
OCG Rules Engine
Encode your Outside Counsel Guidelines once. The agent applies every rule consistently to every invoice received.
Machine-readable OCG encoding in 2-3 sessions
Rules applied automatically without manual review per invoice
Per-firm, per-matter billing rule customization
Handles divergent OCGs across multiple law firms
Also includes
Pre-Bill Dispute Workflow
Disputed lines flow into a structured pre-bill conversation - not a post-payment write-off request.
Reasoned dispute grounds for every flagged line
Firms receive specific, defensible feedback - not vague rejections
Dispute routed to right stakeholder for resolution
GC, matter manager, or firm contact - configurable by matter type
Also includes
Firm Compliance Analytics
Track compliance performance by firm, matter type, timekeeper, and billing category over time.
Non-compliance rate by firm and matter type
Spot repeat offenders before they become a budget problem
Trend analysis over billing periods
Are firms improving or degrading after onboarding?
Also includes
Matter Budget Intelligence
Monitor spend against approved budgets at phase level - with alerts before budgets are breached.
Phase-level budget tracking across all active matters
Early warning when spend trajectory exceeds approved plan
Projected overspend with explanation
Which phase, which firm, and which billing pattern is driving it
Also includes
Audit Trail & Governance
Every validation decision, flagged line, and resolution logged for audit, regulatory, and internal reporting.
Complete validation audit trail per invoice
Every decision timestamped, rule-cited, and searchable
Role-based access for GC, legal ops, and AP teams
Permission-aware workflow from validation through payment
Also includes
What Changes When AI
Enforces Your OCG.
| Dimension | Before OCG Agent | With OCG Agent |
|---|---|---|
| Validation method | Sample-based audit - most lines never reviewed | Every line, every invoice, every firm |
| Detection cycle | Post-payment write-offs and renegotiations | Pre-payment dispute workflow before AP |
| OCG enforcement | Paper rules, manual reviews when capacity allows | Encoded once, applied automatically to every invoice |
| Firm relationship | Adversarial disputes after payment | Clean pre-bill conversations with specific feedback |
| AP processing | Held up by ongoing disputes and exceptions | Pre-validated invoices flow through without manual review |
| Compliance visibility | No per-firm compliance rate tracking | Real-time dashboard by firm, matter, and timekeeper |
| Dispute quality | Vague objections that firms push back on | Rule-cited, reasoned grounds that firms can act on |
| GC team time | Reviewing invoices line-by-line manually | Focused on strategic legal work, not billing admin |
Specialized Agents That Work
Across Legal Billing Workflows.
Validates every invoice line against encoded OCG rules. Flags non-compliant entries with rule citation, disputed amount, and recommended action before AP processing.
Translates your Outside Counsel Guidelines into machine-readable enforcement logic. Handles per-firm, per-matter, and per-timekeeper rule variations.
Routes flagged lines into a structured pre-bill workflow. Generates reasoned dispute grounds and tracks bilateral resolution between legal ops and law firms.
Tracks non-compliance rates by firm, matter type, billing category, and timekeeper over time. Surfaces repeat patterns and trending violations.
Monitors matter spend against approved budgets at phase level. Alerts before budgets are breached and explains which billing patterns are driving overrun.
Maintains immutable audit trail of all validation decisions, dispute records, and resolutions. Supports regulatory, internal audit, and external reporting requirements.
Three Steps From Invoice Receipt
To Validated Payment.
Encode
Translate your Outside Counsel Guidelines into machine-readable rules. We work with your legal ops team over 2-3 sessions. No technical knowledge required.
Connect
OCG Compliance Agent connects to your invoice intake workflow - eBilling platform, email, or document repository - with permission-aware access.
Validate
Every invoice runs through the validation engine at receipt. Non-compliant lines flagged with rule citation, disputed amount, and recommended action.
Dispute
Flagged lines routed to pre-bill dispute workflow. Firms receive specific, reasoned feedback. Both parties track status in a shared resolution dashboard.
Approve
Clean invoices - or invoices with resolved disputes - approved for AP processing. Pre-validated invoices flow without manual exception review.
Govern
Every validation decision, dispute, and resolution logged in immutable audit trail. Exportable for internal audit, regulatory review, or board reporting.
Encode
Translate your Outside Counsel Guidelines into machine-readable rules in 2-3 sessions.
Connect
Connect to your invoice intake workflow with permission-aware access.
Validate
Every invoice runs through validation at receipt - non-compliant lines flagged with rule citation.
Dispute
Flagged lines routed to pre-bill dispute workflow with reasoned feedback for firms.
Approve
Clean or resolved invoices approved for AP - no manual exception review.
Govern
Every decision logged in immutable audit trail for reporting and compliance.
Enterprise-Ready From
Day One.
OCG Compliance Agent is built for enterprise legal environments where confidentiality, access control, and explainability matter. Every flagged line includes the specific rule violated - not just a flag.
“Invoice line rejected: Timekeeper rate of $650/hr exceeds OCG-approved rate of $525/hr for Senior Associate level on matter type Commercial Litigation.”
Talk To Our Security TeamStart With One Firm.
Prove Value In 2-4 Weeks.
- Review your existing Outside Counsel Guidelines
- Identify priority billing rule categories
- Map invoice intake workflow and eBilling platform
- Align with GC, legal ops, and AP team
- Encode OCG into machine-readable validation rules
- Configure per-firm and per-matter variations
- Set dispute routing and escalation logic
- Define AP hold and approval workflow
- Run validation on real invoices from pilot firm
- Review flagged lines with legal ops team
- Calibrate rule thresholds and exceptions
- Test dispute workflow end-to-end
- Launch live validation for pilot firm
- Track catch rate, dispute resolution rate, and AP cycle time
- Review compliance analytics dashboard
- Expand to additional firms and matter types
Everything You Need To Know.
Send Us Your Most-Disputed Firm.
We'll Show You The Pre-Bill Catch.
30 minutes. Share your OCG (redacted if needed) and a sample invoice. We will demonstrate OCG Compliance Agent on your actual billing rules and show exactly what would have been caught before AP.
OCG Compliance Agents pricing is enterprise-led, starting at $10,000/month for SaaS deployments.
Enterprise, customer-cloud, and on-premises options available. Talk to us for regulated or custom workflows.