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 declines. A client or matter starts losing realized value. Subtle write-downs and discount pressures accumulate quietly across partner billings without immediate alerting.

From Reports to Answers

Ask the Business Question Directly.

Instead of navigating reports, exports, filters, and spreadsheets, users can ask BillingOps in plain language.

Which clients have declining realization?
What is putting this month's billing at risk?
Where is our largest collections exposure?
What changed in the cash forecast?
https://billingops.lumay.ai/workspace
BillingOps workspace answering a plain-language billing question
Evidence-Rich Answers

Don't Just Get an Answer. See Why It Is Credible.

BillingOps keeps the conclusion and the supporting evidence together. The user can see what changed, where the information came from, and how confident the system is before acting.

01 · Answer

Three clients show declining realization

Grounded directly in the workspace's executive summary — not a generic estimate.

02 · Evidence

94% → 81% (-13pp)

Comparative delta across 2025-01 – 2026-04.

https://billingops.lumay.ai/verify
03 · Traceability

gold.RealizationByPeriod

98% verified confidence

2025-01 – 2026-04

Fabric Row-Level Security

“Every number displayed in BillingOps has an auditable source tag and exact timestamp.”

1Answer
2Evidence
3Source
4Confidence
Insight to Action

Knowing What Changed Is Only the Beginning.

BillingOps helps the user move from a high-level signal into the next practical investigation.

Realization declined 13 points.

Meridian Capital LLC (94% → 81%)
01Signal

Meridian Capital

Matter margin loss alert.

94% → 81% (-13pp)

02Evidence

Peer Comparison

Meridian ranked against comparable matters.

Westbrook-4pp
Cascade-3pp
03Recommendation

Priority Review

Review billing, write-down, and WIP drivers before month-end lock.

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.

Share to Teams
Assign to Billing Lead
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.

Quadrant 01 · Realization
See deterioration earlier

Where is realized value declining?

Identify clients or periods where realization is deteriorating and continue into the underlying drivers.

Firm Realization Trajectory-4.8% delta
2025-Q1 (94%)2025-Q3 (89%)2026-Q1 (81%)
Quadrant 02 · Risk & Anomalies
Focus attention sooner

What could delay billing?

Surface billing-risk conditions and anomalies that may require intervention.

Priority Risk ExceptionsImpact Value
Unapproved E-Billing Rate Rules$184,200
WIP Aging Over Client Cap$92,450
Missing UTBMS Phase Codes$41,800
Quadrant 03 · Collections
Prioritize collections

Where is receivables exposure concentrated?

Understand outstanding exposure and identify where collection follow-up should begin.

Receivables Aging Brackets$2.4M Total A/R
0–30 Days (Current)$1.45M (60%)
31–60 Days$580k (24%)
61–90+ Days (Priority Attention)$370k (16%)
Quadrant 04 · Forecast
Improve forward visibility

What cash is expected — and what could change it?

Review forward-looking, risk-adjusted expected receipts using current operational billing information.

Q3 Cash Receipts ModelingFabric Real-Time
Unadjusted Gross

$3.82M

Based on ledger billing

Risk-Adjusted

$3.49M

-$330k write-down reserve

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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