Overview
The Pre-Bill Reviewer Assignment feature allows you to manage who reviews your pre-bills and in what order to review them. You can assign reviewers, via drag and drop or set their sequence levels, and mark them as required/optional individually. This guide will walk you through the process step-by-step, so you can set up and manage your invoice review workflow with ease.
Assign Firm Role Group Pre-Bill Reviewers In A Sequence
As a firm administrator, you can control the pre-bill reviewer sequence for your Firm Role Group assignments.
Before generating your pre-bill, navigate to the Firm Settings > Settings > Role Groups page.
Next to a role group name in the list, in the Actions column, click the pencil icon.
Optionally, you can create a new role group and add role assignments.
Click the "Edit Reviewer Order" button.
You can choose to drag and drop reviewers in the desired position.
Note: Reviewers are all required when using drag and drop option.
You can click "Advanced Options" to allow more specific reviewer options, such as allowing optional reviewers and changing the sequence levels.
Assign Matter Pre-Bill Reviewers In A Sequence
Before generating your pre-bill, navigate to the Matter's Roles page.
Click the "Add Role Assignment" button.
Select the team member you want to assign as a reviewer from the list.
By default, the reviewer will be added at sequence level 1 and marked as not required.
Toggle the "Pre-Bill Reviewer" to blue to enable member as pre-bill reviewer.
Click "Save" to save the role assignment.
Click the "Edit Reviewer Order" button on the Matter's Roles page.
Drag and drop each reviewer to the desired position.
This sets the reviewers in the sequence you select and marks each reviewer as required.
Understanding Sequence Levels
If you require more precise control select Advanced Options. Sequence levels control the order in which reviewers must approve the pre-bill. Here’s how it works:
Order of Approval: Reviewers at lower sequence levels (e.g., level 1) must approve the pre-bill before those at higher levels (e.g., level 2) can review the pre-bill.
Same-Level Reviewers: If multiple reviewers share the same sequence level, they can approve the pre-bill in any order within that level.
Next Indicator: A "Next Reviewer" badge highlights the reviewer(s) who are currently able to approve the pre-bill, based on the sequence and prior approvals. This will appear on the pre-bills reviewer panel.
Optional Reviewers
Not every reviewer needs to be mandatory. Here’s what you need to know about optional reviewers:
Marking: Optional reviewers are labeled with "(Optional)" next to their name.
Impact: Their approval isn’t required for the pre-bill to move to the next sequence level. The process continues as long as all required reviewers in the current level have approved.
Managing Reviewer Order and Requirements
This feature gives you flexibility to customize the review process:
Sequence Levels: Assign reviewers to specific levels to create a tiered approval process.
The system supports consecutive levels, and multiple reviewers can share the same level (e.g., two at level 1).
Required vs. Optional:
Required: These reviewers must approve for the process to advance.
Optional: These reviewers can provide input, but their approval isn’t mandatory.
Saving Changes
Once you’ve set up your reviewers, sequence levels, and required statuses:
Click Save to apply all changes to the pre-bill reviewer sequence.
Click Cancel if you decide to discard your edits and keep the original settings.
Click Discard if you want to return to a non-sequence driven review order.
Let us know if you have any questions!