E-billing

CT TyMetrix 360° provides comprehensive, end-to-end electronic invoicing. Invoices are submitted by law firms, programmatically tested for data integrity and compliance with the client's outside counsel guidelines, automatically routed according to a client-defined workflow and presented in an intuitive and flexible on-line review interface. Invoices are "reviewed by exception," easily adjusted and approved or rejected. Payment files may be created within the application and downloaded for further processing or the application may be programmed to generate and transfer a payment file to client file specifications. Invoice status is 100% apparent at every stage to law firms via a secure web site and to in-house users via intuitive and robust search and filter tools. Task-based and financial invoice data is aggregated and available for reporting.

Easy Law Firm Submission

CT TyMetrix standardizes the invoice submission and review process, relieving much of the administrative work that goes into invoice preparation and processing.

• Invoices are accepted in industry-standard formats (LEDES98B and LEDES2000)
• AFA support through vendor invoice level and line item level adjustments and invoice entry templates.
• Upload through a simple web interface or submission via e-mail.
• Include electronic receipts for supporting documentation.

Invoice Entry Tool (Manual Invoicing)

The invoice entry tool allows for creation of invoices for review, inclusion in payment files, and reporting. No other invoice entry tool provides testing, auditing, and reporting on 100% of your legal spend. It lets you capture, audit, and manage all of your legal-related spend in a single, integrated system. This intuitive, wizard-based entry tool allows your staff to:

• Capture varying levels of detail - summary level fee/expense, task phase and line item level.
• Save and edit invoices or load invoices for reporting purposes (great for historic invoices).
  • CT TyMetrix Invoice Testing Process guards against duplicate invoice entry.
• Choose entry point - Now your team or your law firms have the ability to enter draft or actual invoices. They can be edited or designated for submission at the end of a billing cycle.
• Integrated document management - upload a scanned invoice as an attachment to get a complete invoicing solution.

Flexible and Configurable Invoice Testing Program

CT TyMetrix 360° provides state-of-the-art Invoice Testing Process (ITP) to ensure that invoices are tested for completeness, mathematical accuracy, and compliance with the client's outside counsel guidelines. Invoice testing can be controlled by the client or CT TyMetrix and includes:

• All invoices are automatically validated for complete and correct invoice formats.
• Vendor status is automatically validated as is the invoice matter number and the vendor association to the matter.
• Timekeeper rates are checked and validated.
• Client specific rules and flags can be created and enforced at the matter, vendor, or line item level and utilize start and end dates for easy rules management.
• Rules and flags can check against any task, activity or expense codes, against a specific timekeeper or against keywords in the invoice narrative.

Multi-dimensional and Configurable Invoice Routing Workflow

• Invoice Routing - CT TyMetrix 360° supports multiple invoice review workflows, including approval-level management, supervisor, matter, and work-area-level invoice routing.
• Transparency and Flexibility in the Review Chain - Reviewers have the ability to send invoices back to prior reviewers for additional review. All actions taken on an invoice are logged and viewable for all invoices.
• Tools to Facilitate Communication - Attach notes, e-mail invoices, print invoices, or convert to Microsoft Excel.

Prioritized Reviewing Tools

Working from the concept of "review by exception," reviewers are able to identify those invoices that can be reviewed and approved or rejected quickly and those invoices that require additional scrutiny.

• Filtering - Powerful filters allow you to limit the review set by line item or invoices. Reviewers can sort and search their list of pending invoices or line items to isolate those that require more detailed review or are readily for quick approval.
• Sorting - Invoice columns are sortable by clicking on the column headings. This functionality allows a user to group invoice line items into categories including date, timekeeper, activity, and rate.
• Adjustments - Based on client-configurable security settings, adjustments can be a positive or negative amount and can be made by dollars, percentage, or units. Adjustments can be made to the entire invoice, groups of line items, or single line items.
• Flags - Line items and invoices are flagged based on the rules configured in the Invoice Testing Process.

Payment Facilitation

CT TyMetrix 360° completes the invoice cycle through a flexible accounts payable integration module that combines invoice, matter and vendor information for all approved invoices into a single file. The file format, order of fields and specific business rules can be configured to the match client Accounts Payable requirements and multiple delivery mechanisms are supported.

Powerful Invoice History, Tracking and Searching Tools

CT TyMetrix 360° provides a complete audit trail of all actions taken on an invoice. Event history on each invoice is viewable, searchable, and includes all relevant details such as: what was done, by whom and when. Further, all invoice file submissions by vendors are retained, including those that are rejected during the initial testing process.

• Quick Access to Invoices - CT TyMetrix 360° provides multiple routes to a user's pending invoice list including: home page, invoice profile, or matter.
• Searching and Filtering- Allows searching by invoice number, invoice date or date range, vendor, matter number, matter name, invoice flags, invoice line-item flags, days in queue, billed amount, and net amount.
• Invoice Status Information - Users can open windows on the Home Page to quickly see invoices in various stages of the approval process: in review, failed on submission, pending payment processing, and processed.