CASE STUDY Law Firm | United States
Outside Counsel Guideline Audit Streamlines 800 Client Obligations
Client Need
- Centralize more than 800 Outside Counsel Guidelines (OCGs) into one system.
- Reduce billing errors caused by inconsistent guideline interpretation.
- Improve compliance with client-specific ethics and billing expectations.
- Shorten billing and revenue cycle timelines.
Client Solutions
- Define 99 standardized obligation terms across five obligation categories.
- Review more than 800 OCGs at scale.
- Flag and tag client-specific requirements using a consistent framework.
- Load and structure all obligations into a single, searchable Intapp Terms instance.
- Align lawyer time entry with approved billing expectations using real-time warnings.
- Reduce billing errors that contribute to invoice rejections and improve revenue cycle times.
Why Epiq
- Combine contracts analytics, invoice management, and guideline consulting expertise.
- Apply proven methodologies to large-scale guideline reviews.
- Deliver a dedicated team of legal transformation experts.
Results and Benefits
Analyzed more than 800 client OCGs.
Flagged, tagged, centralized, and digitized over 80K key terms.
Completed project in less than 60 days.