How can I control legal spend

Proactive legal spend management for in-house counsel to reduce spend and improve efficiency

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OCG and billing rules

Ensure compliance, transparency, and cost control across all legal matters.

  • Define and enforce clear billing rules to prevent overages and non-compliant charges.
  • Automate guideline adherence by flagging violations in real time.
  • Gain visibility into law firm billing practices to ensure consistency and fairness.
  • Reduce invoice disputes and administrative burden with structured, enforceable OCGs.
     
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Forecast, budget and report on billed and unbilled spend

Set budgets and use the unique continuous unbilled data in Apperio to accurately forecast and avoid overspend.
 

  • Drill down and report consistently on spend by practice area, department, law firm, fee-earner, project, region and more.
  • Take corrective actions where necessary to stay within budgets and prevent unexpected overspend.
  • Create reliable budgets and forecast your future costs with confidence
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Interact with your data in natural language using GenAI

Get meaningful insights from your data without requiring technical knowledge.

  • Ask continuous in progress data questions in natural language and get instant results
  • Avoid budget surprises with continuously updated in-progress legal spend data and alerts
  • Track KPI trends, scope and performance. Build alerts and reports to drive better decisions and outcomes
  • Use the latest AI to forecast and alert based on continuous data
     
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Benchmarking

Use benchmarking to drive smarter legal spend decisions

  • Gain AI data-driven insights to optimize costs, efficiency, and firm performance.
  • Compare legal spend, rates, and matter efficiency against industry benchmarks and historical data.
  • Identify cost-saving opportunities by assessing billing trends and fee structures across firms.
  • Evaluate firm performance to ensure alignment with your strategic and financial goals.
  • Make informed decisions on budgeting, resourcing, and fee arrangements with real-time data.
     
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Rates and discount structure negotiation

Optimize rates and discount structures for greater cost efficiency

  • Negotiate smarter to control legal spend without compromising quality.
  • Analyze historical billing data and industry benchmarks to strengthen rate negotiations.
  • Structure discounts and alternative fee arrangements that align with your budget and strategy.
  • Ensure transparency in pricing by tracking negotiated rates across firms and matters.
  • Leverage data-driven insights to secure the best value from your legal panel
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Streamline e-billing with dynamic workflows

Automate invoice review and approval to improve efficiency and compliance.
 

  • Customize workflows to match your billing policies, approval hierarchies, and firm requirements.
  • Ensure compliance with Outside Counsel Guidelines by flagging non-compliant invoices in real time.
  • Reduce administrative burden with automated routing, approvals, and dispute resolution.
  • Gain full visibility into legal spend with real-time tracking and reporting
     

Control spend with Apperio

See Apperio spend control in action

Demo dashboard preview img - Main BG
Demo insights preview img - Spend summary
Demo insights preview img - Budgets
Demo insights preview img - Spend buckets
Demo insights preview img - Main BG
Demo insights preview img - Spend LF
Demo insights preview img - Rates
Demo insights preview img - Overbudget
Demo invoicing preview img - Main BG
Demo invoicing preview img - History
Demo invoicing preview img - Flags
Demo invoicing preview img - List
Invoice approval

Invoice approval workflow (e-billing) and OCG checks

 

  • Automate the review and approval of invoices through a fully customisable dynamic workflow to match your internal business processes.
  • Track and report every stage of the invoice journey with real-time visibility from ‘work-in-progress’ to ‘invoice paid’
  • Streamline your approval process to save costs and dramatically reduce lawyer workload
  • Modern UI, easy to use, low effort for legal staff

Apperio BillClear

Pre-Invoice submission billing and rate checks for your law firms. All the value of e-Billing with none of the internal work

  • Pre invoice OCG flagging empowers law firms to complete reviews turning a traditionally cumbersome process into a seamless experience
  • Clean pre-checked invoices are passed into the approval workflow eliminating up to 95% of manual checking work
  • Reduces friction and potential for disagreement whilst still capturing savings elevating relationships
Invoicing - Breakdown
Invoicing - Approval history
Invoicing - Flagged amount
Invoicing - Invoice to review
Invoicing - Savings
Invoicing - Violation widget
Matter management & budgets

Matter and budget management

  • Set budgets for individual matters or rolled up projects and track how your spend is performing against them, to control costs and forecast effectively.
  • Gain insights on your historic and in-progress projects, from the amount of work done to the details of invoices and individual time entries.

A legal team has a specific focus – and it isn’t necessarily finance. They have a piece of work and they have to get it done. As a finance professional, I have to know what costs I’m looking at. With Apperio, we have the data to work together.

The key point is that there is a degree of clarity when both sides can see where the time is spent more precisely. Rather than having to say, ‘please send me reams and reams of information’, you can see it in Apperio almost immediately. And not just when the money’s already been spent.

Two years ago, we had to ask externally how much we were spending - an unsatisfactory situation for any organisation. Now at the click of a mouse we can see exactly how much we spend with each firm, in real time, on particular work types across the country. That’s a very different, and better, place to be.

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