Governed AI for Legal Billing

OCG Compliance

Reduce preventable billing rejections before submission.

Turn Outside Counsel Guidelines into reusable billing controls. OCG Compliance extracts client billing rules, routes them for review, and checks billing activity for compliance before submission.

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Rule ExtractionTimecard CheckProforma ReviewClient-Aware
LuMay OCG Compliance dashboard
OCG Rules
Extracted Automatically
Timecards & Invoices
Validated Line-by-Line
Client-Aware
Governance Enforced
The Problem

Catch OCG Issues Before Billing

Outside Counsel Guidelines set client-specific rules for rates, staffing, narratives, and expenses. Left inside documents, they must be manually reapplied every matter — and issues caught late mean avoidable rework.

01

OCG Documents

Client-specific requirements arrive as lengthy documents.

02

Manual Interpretation

Teams repeatedly interpret and apply the same requirements by hand.

03

Late Issue Discovery

Requirements are checked late in the billing process.

04

Rework & Resubmission

Late discovery can create avoidable billing rework.

How It Works

Review Rules Before They Go Live

Extract billing requirements from client guidelines, review them with the appropriate team, and activate only approved rules.

OCG Compliance · Rule Library
Rule Review Dashboard showing rule status, review status, business area, and the rule library with review actions

Rule Category

Rate Requirement

How the requirement is classified for billing checks.

Rule Status

Not Active

Whether the rule is currently applied to billing.

Source Evidence

Available

Guideline text supporting the requirement.

Owner

Billing Operations

Team responsible for review and approval.

Rule Status

Draft
Review Required
Approved
Active

Rule Lifecycle

1

Extracted

Requirement identified from the OCG.

2

Review Required

Billing team validates the requirement.

3

Approved

Rule is confirmed for operational use.

4

Active

Approved rule is applied to billing checks.

What It Checks

Check Billing Before Submission

Apply approved OCG rules to billing activity and surface entries that need attention before the invoice moves forward.

OCG Compliance · Pre-Billing Check
Exception

Approval Requirement

Compliance StatusReview Required
Business ImpactSubmission Risk
EvidenceAvailable
OwnerBilling Operations
Next ActionReview Requirement
Billing Requirements
Rate RequirementCompliant
Approval RequirementAction Required
Narrative RequirementReview Required
Expense RequirementRequires Confirmation
Staffing RequirementCompliant

Rate & Eligibility Requirements

Identify billing activity that does not align with reviewed rate or eligibility requirements.

Staffing Requirements

Check whether staffing conditions and approved roles are being followed.

Narrative Requirements

Surface entries that require additional narrative detail or review.

Approval Requirements

Identify activity requiring approval or supporting documentation.

Expense Requirements

Check expenses against reviewed client billing requirements.

Client-Specific Requirements

Apply the appropriate governed rules based on relevant client and matter context.

Rejection Prevention

Learn From Rejections

Capture recurring rejection reasons and use them to strengthen future OCG checks.

OCG Compliance · Rejection Prevention
Rejection Prevention dashboard showing recurring billing issue patterns, business impact, and recommended controls

Pattern

Recurring Billing Issue

Likely Driver

Client Requirement

Status

Requires Review

Owner

Billing Operations

What Changes

From Reactive Review to Earlier Compliance Control

The same team, the same clients — but compliance moves from after-the-fact cleanup to earlier operational control.

Traditional Approach

  • OCG requirements remain inside documents.
  • Teams repeatedly interpret client requirements.
  • Exceptions may be identified late in the billing process.
  • Billing teams spend additional time investigating and correcting issues.

With OCG Compliance

  • Requirements become reviewed operational rules.
  • Billing activity can be checked earlier.
  • Exceptions are surfaced with supporting context.
  • The appropriate owner reviews and resolves the issue.
  • Approved decisions remain traceable.
Guideline
Reviewed Rule
Billing Check
Exception
Human Decision
Submission

Turn client billing requirements into repeatable controls while keeping review and final decisions with your team.

Governed · Secure · Enterprise-Ready

From OCG document to ready-to-submit invoice.

One governed workflow that reads your guidelines, validates every billing line, and resolves exceptions — before rejection ever happens.

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