Governed AI for Legal Billing

OCG Compliance

Stop invoice rejections before they happen.

OCG Compliance Agents read your Outside Counsel Guidelines, extract every billing rule, and validate timecards and proforma invoices line-by-line before you submit. Client-aware, governed, and ready for enterprise.

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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

OCG compliance is manual, late, and expensive.

Outside Counsel Guidelines are dense, client-specific, and constantly changing. By the time a violation is caught, the invoice is already rejected.

01

OCG Documents

Lengthy Outside Counsel Guidelines arrive as PDFs.

02

Manual Interpretation

Teams read and re-read rules by hand.

03

Late Issue Discovery

Violations surface after the invoice is sent.

04

Rejection · Rework · Write-off

Hours lost, revenue written off, trust eroded.

How It Works

Rule governance, from document to dashboard.

Upload an Outside Counsel Guidelines document. LuMay extracts, scores, and organizes every billing rule — then lets your team review, approve, and govern them.

app.lumay.ai/rules
Rule Review Dashboard showing total rules, approved, pending review, filters for client, document, category, status, confidence, and the rules table with AI suggestions
app.lumay.ai/rules/list
Rules list with category badges, rule summaries, confidence percentages, approved status, and view-details actions

AI-assisted extraction

Confidence-scored rules with one-click AI suggestions to expand coverage.

177 Rules

Extracted rules

Billing rules pulled automatically from OCG documents; no manual data entry.

Approved & Pending

Approved & pending review

Every rule is confidence-scored and routed for human approval before it goes live.

Full Library

Client & category filtering

Filter the full rule library by client, document, category, status, or confidence.

One-Click

AI suggestions

Spark new rule extractions and refine coverage with one-click AI suggestions.

What It Checks

Timecards and proforma invoices, validated line-by-line.

Pick a client, review time entries, then validate the proforma — all against that client's specific OCG rules, before anything reaches the billing system.

1 · Timecard Compliance
app.lumay.ai/timecard
Timecard Compliance page with client dropdown, timekeeper entries, hours, rates, narratives, and validate buttons
2 · Proforma / Invoice Compliance
app.lumay.ai/invoice
Invoice Compliance proforma validation table with date, timekeeper, matter, type, bill rate, bill amount, narrative, and validate actions plus KPI cards

Client-aware rule selection

Each client loads its own extracted OCG rules; 3E-linked clients map automatically.

Timekeeper, hours & rates

Every line is checked against the right rate caps, hour increments, and timekeeper roles.

Narrative quality

Vague descriptions and block billing are flagged before they become rejections.

Proforma review

Time, cost, and charge lines validated together — 190 billing lines checked in seconds.

Rejection Prevention

See what gets rejected — and stop it next time.

LuMay learns from your rejection history, surfaces the violation patterns that cost you money, and generates prevention tips you can act on immediately.

app.lumay.ai/rejection-prevention
Rejection Prevention dashboard with total rejections, written off, adjusted rate, violation types, KPIs, bar chart, donut chart, and top prevention tips
app.lumay.ai/rejection-prevention/history
Historical Rejections table with client, reason, description, resolution, and date columns

15

Total Rejections

Tracked in history

$19.8k

Written Off

In rejected amounts

73%

Adjusted Rate

Partial approvals

8

Violation Types

Distinct categories

Prohibited expenses

Alcohol, first-class airfare, and luxury hotels are non-reimbursable; flag them at entry.

Rate violations

Junior associate rates over $350/hr trigger rejection; enforce caps before submission.

Hours exceeded

Block billing and vague descriptions get cut; itemize every distinct task in 0.1 increments.

What Changes

From reactive rework to proactive prevention.

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

Before LuMay

  • Read OCGs manually for every matter
  • Catch violations after the invoice is sent
  • Rejections, rework, and write-offs pile up
  • No visibility into which clients are at risk

With LuMay

  • Rules extracted and governed automatically
  • Validate timecards and proformas pre-submission
  • Rejections prevented before they happen
  • Focus review on the clients and lines that need it
app.lumay.ai/dashboard/detail
Dashboard compliance detail view showing proforma invoice compliance, timecard compliance, violations by type, and high-risk clients

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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