E-Billing Readiness

BillingGuard

Know what's ready to bill before it reaches the client.

BillingGuard finds the setup, approval, rate and evidence issues holding revenue back — then routes each one to resolution before submission.

See BillingGuard in Action Talk to LuMay

Setup ChecksApproval GateRate ValidationEvidence Routing

Setup & Approval

Checked Pre-Submission

Rate & Evidence

Issues Surfaced

Routed

To The Right Owner

The Traditional Cycle Delays Cash Flow

Manual handoffs and rework cause invoice rejections and 45–90 day payment delays.

InvoicePrepared

Time finalized anddrafted in 3E / PMS.

Submitted

Pushed blindly to theclient portal (TyMetrix 360/ Legal Tracker /CounselLink).

Client Rejection

The portal rejects the invoice.

Timekeeper Not Approved
Rate Mismatch vs. OCG
Matter Setup Missing
Approval Evidence Missing

Billing TeamReworks

Billing specialists chasepartners and client opsvia emails andspreadsheets.

RevenueDelayed

Cash lag of 45 to 90days with risk ofwrite-downs.

Outcome: Operational waste. Frustrated clients. 45–90 day cash flow delay.

Cash Delayed

45 – 90 Days

BillingGuard Intervention

AI catches issues early. Fix before submit. Get paid faster.

Intercept & Validate

BillingGuard AI checks forcompliance, rate rules,approvals & matter setupbefore submission.

Issues flagged early

Auto-Fix / Guidance

Actionable explanationsand auto-suggestionsto resolve issuesinstantly.

Issues resolved

Submit with Confidence

Clean, compliant invoicesubmitted to the clientportal.

Accepted

Faster Approval

Less back-and-forth.Fewer questions.Approvals move faster.

Approved

Cash on Time

Get paid on time andprotect revenuepredictability.

Cash Realized

Outcome: Clean invoices. Happier clients. On-time cash flow.

Cash Accelerated

0 – 30 Days

What It Does

Every invoice checked before it leaves the firm.

BillingGuard checks setup, approval, rate, and evidence requirements against billing rules — then shows what's blocked, why, how much revenue is affected, and who needs to act.

Ready vs. Action-Required

Separate ready-to-bill invoices from action-required invoices before submission.

Rate & Approval Validation

Validate rates, approvals, and billing controls against client and firm requirements.

Quantified Exposure

Quantify blocked value and financial exposure so priorities are clear at a glance.

Owner-Routed Resolution

Assign each issue to the right owner and route it to resolution before it reaches the client.

Catch it before submission. Protect what's earned.

Move billing exceptions earlier in the process while keeping approval and judgment where they belong — with your billing and finance teams.

See how BillingGuard fits into your e-billing workflow.