The PDF Validation Flag is an optional validation feature that can be enabled on your Brightflag account.
It reviews key details on the cover page of a vendor’s PDF invoice to ensure:
The information is accurate, and
Required billing details are present for compliance purposes
To enable this feature, contact your Customer Success Manager.
What Information Can Be Verified?
You can choose which fields to validate. These include:
Invoice Number
PO Number
Entity
Matter Reference
Gross Total
Net Fees Total
You can enable validation for one field, several fields, or all of them.
How Does the Flag Work?
When enabled:
Brightflag scans the PDF cover page to capture the selected details.
The system compares those details against the relevant data.
This may include comparing:
The data submitted in the LEDES file, or
The information stored on the matter in Brightflag
For example:
The entity name on the PDF is compared to the entity assigned to the matter
The gross total on the PDF is compared to the gross total in the LEDES file
What Happens If There Is a Mismatch?
If a mismatch is identified, the invoice can be configured to:
Trigger a Warning Flag (recommended), or
Be Automatically Rejected
Brightflag generally recommends enabling this feature as a warning flag.
Important
The system will only flag mismatches for the specific fields you have enabled.
If a mismatch between the PDF and LEDES file was not flagged, it may be because:
The PDF Validation Flag is not enabled, or
The specific field was not configured for validation