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SolutionsPre-billing review

Automate pre-billing review. Catch the write-down before you send it.

Caddi assembles the prebill, reads every entry against the client's billing guidelines, and hands the reviewing partner only the exceptions.

  • 99%of agent runs complete successfully
  • ~45 minon average to build your first agent
  • 1M+back-office tasks completed
Caddi checked every entryEvery billed hour against the client's rules
Prebill · Acme Corp / 0507October cycle
JP0.1Email to client re: hearing date$47.50
JP0.8Draft motion to compel$380.00
KL0.4Cite-check exhibits to the motion$90.00
AM2.0Research re: venue transfer$650.00
JP2.5Draft brief; call client; revise$1,187.50
Acme outside counsel guidelinesChecked on every entry
  • Emails billed at 0.1 max
  • Rate matches the rate card
  • No clerical work billed
  • Research over 3.0 needs approval
  • No block billing
4 of 5 entries passBlock billed, sent to J. Patel

Firms running Caddi

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Portner & Shure
  • Knight Law Group

01The read

Partners read every line to find the few that get cut.

Most of a prebill is fine. The entries that get cut are buried in it: block billing, vague narratives, the wrong task code, a rate the client never agreed to.

Where it lives today

  • This month's time entries
  • Client billing guidelines
  • Agreed rate schedule
  • Partner markup by email
PrebillAderant

02The run

Every entry checked against the client's own rules.

Caddi reads the guidelines once and applies them to every entry, every cycle, on every matter, instead of depending on which reviewer had time.

Caddi run

  1. Prebill assembledAderant
  2. Entries read against guidelinesMicrosoft 365
  3. Narratives, codes, and rates flaggedAderant
  4. Exceptions sent to the billing partnerOutlook

Every edit traceable to its author

03Decision

The partner decides. The checking is already done.

Reviewing partners read exceptions, not a 400-line prebill. The judgment calls stay with them; the mechanical check does not.

Prebill · Whitmore Holdings · October
Entries
142 checked
Block billing
2 entries split
Task codes
Valid for this client
Rates
Match the engagement
“Review file” 0.6
For reviewToo vague under guideline 4.2

From firms running Caddi

“I used the Caddi time entries for submitting my time at the end of the month, and they were really good. I ended up saving a ton of time.”

Partner, law firm

“It was super helpful. That would have been a six-hour project.”

Partner, law firm

Pre-billing review workflows teams run on Caddi

See all

Caddi

Send the invoice you will actually collect

See how firms use Caddi to run the prebill pass in hours instead of days, in a 30-minute walkthrough on your own billing guidelines.