PDF Check for Clients: What does it check?

As mentioned in our main article, our PDF Check tool checks the integrity of the following items on all PDF invoices and PDFs attached to LEDES invoices:

  • Invoice number
  • PO Number
  • Entity
  • Matter reference

To avoid any issues with the PDF Check, it's essential to be aware of the following: 

Entity Check

  • You should ensure to have a good well-curated list of entities
  • For entities with GL codes attached or just a single GL Code - these may impact the accuracy of the PDF Check.
  • If the entity list in the system is not of good quality, speak to your dedicated Customer Success Manager to discuss what options are available to you.

Matter reference

  • PDF Check works better where the matter reference is used by the firm and the customer
  • It's not recommended to use internal Brightflag matter references in the form bf_ref_123 as these are internal to the Brightflag system and tend not to be relevant to law firms uploading invoices.
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