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Legal Invoice Processing Automation Template

Pre-built invoice processing automation template for legal. AI-powered workflow that handles invoice processing end-to-end — connect your tools and go live in 15 minutes.

80%
Review Speed
faster document review
+12hrs/wk
Billable Recovery
recovered per attorney
99.5%
Accuracy
contract analysis accuracy
70%
Client Intake
faster onboarding

Overview

Built specifically for legal teams, this invoice processing template eliminates manual work by automating the entire process with AI. Connect your legal tools, customize the business rules to match your workflow, and start automating invoice processing in 15 minutes. Every step includes intelligent AI decisions that learn from your legal data.

Workflow Steps

Here is exactly how this template automates invoice processing for legal businesses.

1

Invoice Received

Trigger

A new invoice from a legal vendor arrives via email, upload, or integration.

Google Drive
2

AI Extracts Line Items

AI Decision

Arahi AI reads the invoice and extracts vendor details, line items, amounts, tax, and payment terms — regardless of format.

3

Match to Purchase Order

Condition

AI matches the invoice against existing purchase orders and contracts, flagging any discrepancies in pricing, quantities, or terms.

4

Route for Approval

Action

Based on amount thresholds and legal approval policies, the invoice is routed to the appropriate approver.

Gmail
5

Record in Accounting

Action

Once approved, the invoice is recorded in your accounting system with proper GL coding and payment scheduling.

Clio
6

Schedule Payment

Action

AI optimizes payment timing to capture early-payment discounts while managing cash flow according to legal requirements.

Clio

Use Cases for Legal

Real scenarios where this template delivers results.

High-Volume Legal Processing

During peak periods, AI handles surges in invoice processing volume for your legal business without delays or additional staffing costs.

Cross-Team Legal Coordination

AI keeps invoice processing synchronized across legal departments, routing outputs to the right stakeholders automatically.

After-Hours Legal Coverage

When your legal team logs off, AI continues processing invoice processing overnight so the next day starts with a clean queue.

Compatible Integrations

This template works with the tools your legal team already uses.

Plus 1,500+ more integrations available. Browse all integrations

Frequently Asked Questions

Got questions? We've got answers.

Start Using This Template — Free

Automate invoice processing for your legal business in 15 minutes. No credit card required.

Or explore Invoice Processing use cases and AI agents for Legal.