CaseTrack

Upload LEDES file to the CaseTrack portal.

AI engine flags line items like 'internal travel' or 'administrative overhead'.

The system automatically adjusts the bill total and notifies the firm.

The firm reviews and accepts the adjustments or provides a rebuttal.

Cleaned invoice is routed to the General Counsel for final approval.

Open the 'Forecasting' module for a high-value class-action matter.

Input key variables like jurisdiction and complexity tier.

AI generates three budget scenarios based on 10 years of historical data.

Set real-time alerts for when spend reaches 75%, 90%, and 100% of the forecast.

Adjust resource allocation based on spend velocity.

Aggregate all rate increase requests in the 'Vendor Management' tab.

Run the 'Benchmarking Report' to compare requested rates vs. market averages.

Identify firms charging above the 75th percentile for their tier.

Export the data-backed counter-offer document.

Negotiate rates within the platform and update fee schedules automatically.

Analyze similar past cases using the 'Case Similarity' search.

Review 'Win/Loss' ratios of specific outside counsel firms on this matter type.

Assess the financial impact of trial vs. early settlement based on AI cost projections.

Present the data-backed strategy to the Board of Directors.

Execute the chosen strategy with monitored spend milestones.

Trigger the 'Monthly Accrual' workflow on the 25th of the month.

System sends automated reminders to all outside counsel firms to submit WIP.

Firms enter their estimated unbilled totals directly into the portal.

CaseTrack aggregates totals and pushes the data to the ERP via API.

Finance logs the accruals with zero manual data entry.

Generate a 'Firm Performance Scorecard' across all active vendors.

Compare firms based on cost-efficiency, outcome success, and DEI compliance.

Identify bottom-quartile performers for phase-out.

Reallocate matters to top-performing 'Strategic Partners'.

Monitor the impact on total legal spend over the next 12 months.

Vendor submits invoice in local currency (e.g., EUR).

CaseTrack applies current exchange rates for internal reporting.

AI verifies VAT/GST registration numbers and tax application rules.

The system generates a tax-compliant summary for the local subsidiary.

The invoice is paid via the global treasury bridge.