Preflight Audit Pack

THE PREFLIGHT AUDIT PACK™

The pre-submission audit system that catches billing errors before they become rejections, delays, and write-offs.

Legal billing is one of the few places where one missed detail can trigger a rejected LEDES file, delayed payment, or a write-off. THE PREFLIGHT AUDIT PACK™ gives your team a standardized, step-by-step final review workflow to catch issues before submission—covering process, narratives, data integrity, AI oversight, LEDES readiness, and OCG compliance.

Full Description

If you’re managing high-volume legal billing, you already know the pattern: the invoice looks fine—until the portal kicks it back. Then you lose time, momentum, and sometimes revenue.

THE PREFLIGHT AUDIT PACK™ is the pre-submission audit workflow used by Smart eBill-trained professionals—built to help billing teams submit cleaner invoices, reduce preventable rejections, and protect revenue.

This isn’t a generic checklist. It’s a complete QA system that helps you catch the issues that typically trigger:

• LEDES file rejections

• payment delays

• write-downs/write-offs

• client escalations

• surprise audit requests

• AI-generated “cleanup” mistakes that create new compliance risk

What You Get (What’s Included)

• A complete pre-submission audit system you can run the same way every time

• 6 audit sections with 17 checkpoints covering the full billing risk surface area

• Built-in coverage for:

  • OCG compliance checks

  • LEDES readiness + validation

  • AI oversight (hallucination prevention + prompt hygiene)

• A workflow that supports:

  • month-end billing

  • pre-invoice cleanups

  • internal audits

  • training new billing staff

What’s Inside (Section Breakdown)

Section 1 — Process Audit
Workflow compliance, billing cycle checks, OCG requirement review

Section 2 — Document Audit (All Entries)
Narrative clarity, time entry structure, duplication prevention

Section 3 — Data Integrity Audit
Rates, matter setup, fee caps, supporting documentation readiness

Section 4 — AI Oversight Audit
No hallucinated work, no inflated language, no guideline violations, prompt hygiene

Section 5 — LEDES Readiness Audit
Codes + mapping, special character checks, validator pass, file naming requirements

Section 6 — Final Deliverable Audit
Invoice presentation, portal submission accuracy, post-submission logging

Who This Is For

• Law firm billing teams and eBilling coordinators

• Billing managers who need consistency across timekeepers

• Teams dealing with strict client billing guidelines and frequent rejections

• Firms using AI for narrative cleanup and needing a risk-control layer

Why It’s Worth $197

One preventable rejection can cost more than $197 in staff time alone—before you factor in delayed payment cycles, write-offs, and escalations.

This pack gives you a repeatable system your team can run in minutes, so invoice quality doesn’t depend on who happens to be reviewing it that day.

How to Use (30–60 seconds per invoice)

1. Run the Process Audit before reviewing invoice content

2. Audit narratives and time entries for clarity, structure, duplication

3. Confirm rates, matter setup, and support docs

4. If AI was used, run the AI Oversight Audit

5. Validate LEDES readiness

6. Complete Final Deliverable + Portal Submission checks

Delivery

• Digital download (PDF)

• Instant access after purchase

FAQ

Is this only for LEDES invoices?
No. It’s designed for legal billing QA broadly, with a dedicated LEDES readiness section.

We use AI for narrative cleanup—will this help?
Yes. The AI Oversight section is built to reduce risk from hallucinated work, inflated language, and guideline violations.

Can I use this to train new billing staff?
Yes. It’s structured as a repeatable system and works well as a training and QA standard.

Refunds?
Because this is a digital product delivered instantly, refunds are typically not offered. If you have an access issue, contact us and we’ll help.