AI-Powered Legal Billing Compliance Automation
Replaced brittle keyword-driven billing compliance checks with context-aware guideline and invoice analysis.
- Stage
- Delivered client engagement
- Industry
- Legal and Insurance
Summary
In brief
OB360 delivered an AI-assisted compliance workflow for a legal services organization that checks billing narratives against insurer-specific guidelines. It combines automated rule extraction, semantic comparison and prior invoice context, replacing keyword rules that were hard to maintain.
Reported results: 5x compliance accuracy, 10x processing speed, and onboarding reduced from months to hours.
This is delivered client work. The client and project names are withheld.
Challenge
The business challenge
A legal services organization needed to check detailed billing narratives against insurer-specific billing guidelines. Those guidelines change, and the narratives they govern are nuanced.
The existing checks relied on static keyword rules. Staff maintained the rules by hand, the rules could miss violations expressed in unfamiliar language, and invoice review took too long.
Solution
What OB360 delivered
- Automated rule extraction from insurer guidelines
- Semantic checks of billing narratives against policy and prior invoice context
- Task and activity code recognition
- Missing-information detection
- Natural-language rule configuration for operations users
- Retrieval-augmented document context and scalable parallel checks
How it works
The workflow extracts rules from each insurer’s guidelines, then compares every billing narrative with those rules and with prior invoice context. It identifies the relevant task and activity codes and highlights information that is missing.
Operations teams express rule changes in natural language, so a guideline update no longer needs a developer. Retrieval-augmented generation (RAG) and vector search give the checks contextual access to supporting material.
Outcome
Outcome
-
5×
Compliance accuracy
-
10×
Processing speed
-
Months to hours
Onboarding time
Guideline interpretation became simpler and manual compliance review work was reduced. The figures above are the results reported for this engagement.
The engagement shows how document intelligence and controlled automation improve the handling of complex, policy-based workflows.
Capabilities
Capabilities demonstrated
- Generative AI
- RAG
- Vector search
- Cloud-native processing
- DevOps automation
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