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 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.
Editing a Reviewer's Sequence and Required Status
Find the "Reviewer Order" button on the Matter's Roles page.
Drag and drop 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 Advance Options. Sequence levels control the order in which reviewers must approve the invoice. Here’s how it works:
Order of Approval: Reviewers at lower sequence levels (e.g., level 1) must approve the invoice before those at higher levels (e.g., level 2) can act.
Same-Level Reviewers: If multiple reviewers share the same sequence level, they can approve in any order within that level.
Next Indicator: A "Next Reviewer" badge highlights the reviewer(s) who are currently able to approve the invoice, 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 invoice 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!