invoice-review-compliance
invoice-review-compliance
Description
Invoice review, non-compliance flagging, rejection communication, and billing compliance tracking for in-house legal ops teams managing outside counsel. Review an invoice against billing guidelines, flag violations by category, and produce a line-item review report with an approval note for the payment team. Draft a formal rejection letter to the firm for flagged entries. Build an invoice review checklist calibrated to your billing guidelines. Identify recurring compliance patterns across invoices and produce a formal non-compliance notice for the firm. Trigger on: 'review this invoice', 'check this against our guidelines', 'flag the billing issues', 'write the rejection letter', 'communicate the reductions', 'build an invoice checklist', 'our review process', 'block billing', 'UTBMS', 'LEDES', 'billing non-compliance', 'recurring violations', 'the firm keeps doing this', 'escalate the billing issue'.
What This Skill Does
Executes invoice compliance review from line-item flagging through to formal firm communication. Encodes the methodology for reviewing invoices against billing guidelines, categorising violations, producing defensible approval decisions, and escalating systemic non-compliance.
This skill does NOT:
- Draft the billing guidelines or OCGs that define what is and is not compliant — use engagement-terms-billing-guidelines (OCM Skill 1)
- Design or negotiate the fee arrangement that governs the invoice — use fee-arrangement-structuring (OCM Skill 4)
- Produce the original matter instruction that sets reporting and invoicing expectations — use matter-allocation-instruction (OCM Skill 5)
- Run firm performance scorecards or QBRs — use performance-scorecard (OCM Skill 7)
Cross-skill connection: Instruction gaps identified by matter-allocation-instruction (missing UTBMS requirement, no staffing disclosure, no late submission penalty) are the upstream cause of invoice compliance failures caught by this skill. The review checklist in Mode 3 should reflect what the engagement terms in OCM Skill 1 require.