Invoice Review

Draft Invoice Review

Review invoice wording, fee breakdown, disbursements, client-safe descriptions, tax posture, and approval status before sending.

Draft invoices

Partner review needed

Client-safe wording issues

Ready to send

Drafts

Invoice preview · INV-4826

Ashworth & Vance LLP

Legal Invoice · Confidential

Invoice

INV-4826

Due 30 Jul 2026

Bill to

Meridian Holdings

Matter

M-2041

Legal fees · advisory & drafting	$33,740
Court filing disbursement	$3,856
External counsel · Whitmore QC	$5,784
Courier & documentation	$964
VAT 20%	$3,856
Total due	$48,200

Payment terms: net 30. Confidential — for named recipient only.

Review checklist

Matter linked

Fee breakdown correct

Disbursements attached

Partner approved

Client wording approved

Tax line checked

Receipt terms included

Reviewer notes

Draft invoice review

Ashworth & Vance LLP · live demonstration data

Drafts open

▲ 3.0%$412K

Awaiting partner

▲ 13.1%

Returned

▼ 7.2%

Approved today

▲ 11.3%

Avg review time

2.6d

▲ 11.4%

Narrative exceptions

▼ 7.5%

Comparative analysis

Draft exceptions by type

Narrative too short

Rate deviation

Unbilled expense

Tax field missing

Discount unapproved

Duplicate time entry

Operational register

Draft register

Draft	Client	Matter	Value	Exceptions	Reviewer	Age	Version	Status
DRF-910	Meridian Holdings PLC	M-2041	$25.0K	6	J. Hollis KC	6d	v1	In review
DRF-911	Nordic Shipping AS	M-2035	$133.0K	3	T. Morgan	9d	v2	Returned
DRF-912	Vertex Biotech Ltd	M-2024	$74.0K	5	S. Ravel	10d	v3	Approved
DRF-913	Lagos Bay Estates	M-2029	$108.0K	5	M. Chen	6d	v1	Escalated
DRF-914	Kestrel Insurance	M-2007	$113.0K	3	P. Adeyemi	12d	v2	In review
DRF-915	Halcyon Partners	M-2011	$67.0K	6	A. Okafor	2d	v3	Returned
DRF-916	Orion Media Group	M-2016	$136.0K	0	E. Cole	12d	v1	Approved
DRF-917	Ashborn Family Trust	M-2018	$16.0K	6	L. Ibarra	5d	v2	Escalated
DRF-918	Blake Industrial GmbH	M-1998	$138.0K	2	R. Fenwick	10d	v3	In review

9 of 9 records

Workflow and approvals

Approval workflow

1Draft generated

Billing system

Completed 01 Jul

2Finance validation

N. Salim

Completed 02 Jul

3Matter partner review

J. Hollis KC

In progress · in progress

4Managing partner (>$100K)

A. Okafor

Pending

5Issue to client

—

Pending

Split-screen draft review workspace

Draft document on the left, review controls on the right

Draft review · DRF-914 · Nordic Shipping AS

Ashworth & Vance LLP

18 Chancery Row · Registered No. 4482113

DRF-914

Billing period 01–30 Jun 2026

Billed to

Nordic Shipping AS

Matter

M-2035

Professional fees	Hours	Rate	Amount
Partner — J. Hollis KC	18.4	$620	$11,408
Senior associate — S. Ravel	42.6	$340	$14,484
Paralegal support	31.0	$140	$4,340
Court filing fees			$2,180
Expert report — Grange			$4,600

Tax (VAT 20%)$7,402

Discount applied-$1,200

Retainer applied-$40,000

Balance due$26,400

Payable by 10 Jul 2026 · Barclays · SORT 20-45-11 · ACC 88420135 · Quote DRF-914

3 entries below 12 charactersException

Duplicate entry 04 JulRemove

Exceptions and risk

Exception queue and recommended actions

3 open

Rate deviation above policy

Nordic Shipping · $40/hr above agreement

$6.2K

Unapproved discount

DRF-914 · 8%

$9.1K

Draft aged 12 days

DRF-908 · Halcyon Partners

$54K

Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity

Payment posted01 Jul · 10:10
N. Salim·Meridian Holdings PLC · M-2041·$13.0K·AUD-7700
Invoice edited02 Jul · 11:11
A. Okafor·Nordic Shipping AS · M-2035·$84.0K·AUD-7701
Credit note approved03 Jul · 12:12
D. Feld·Vertex Biotech Ltd · M-2024·$45.0K·AUD-7702
Retainer adjusted04 Jul · 13:13
J. Hollis KC·Lagos Bay Estates · M-2029·$67.0K·AUD-7703
Trust transfer completed05 Jul · 14:14
N. Salim·Kestrel Insurance · M-2007·$71.0K·AUD-7704
Expense approved06 Jul · 15:15
A. Okafor·Halcyon Partners · M-2011·$40.0K·AUD-7705
Tax report exported07 Jul · 16:16
D. Feld·Orion Media Group · M-2016·$85.0K·AUD-7706