SimpleLegal

Configure SimpleLegal to capture all legal invoices.

Set up billing rules and approval workflows.

Track spend by matter, vendor, and practice area.

Generate reports to identify overspending and negotiate better rates.

Create new matters in SimpleLegal with relevant details.

Assign tasks and deadlines to team members.

Upload and manage documents related to the matter.

Track matter progress and generate reports on key milestones.

Add vendors to SimpleLegal with contact information and billing rates.

Collect feedback on vendor performance from internal stakeholders.

Track vendor spend and compliance with billing rules.

Generate reports to identify top-performing vendors and negotiate better rates.

Invoices are automatically ingested into SimpleLegal.

The system flags non-compliant items based on pre-defined rules.

Invoices are routed to the appropriate approvers.

Approved invoices are processed for payment.

Collect legal data through SimpleLegal.

Access or create dashboards to visualize data.

Identify opportunities for cost savings and efficiency improvements.

Take strategic action based on insights gained.