Combined Invoice Review allows you to examine multiple invoices at the same time. It does not merge invoices into a single record. Instead, it displays selected invoices together in a consolidated view while preserving each invoice as an individual record. You can combine invoices regardless of their workflow status.
If this feature is not visible in your product, it may not be enabled for your organization.
This article covers the following:
- Combining Invoices for Review
- Viewing General Information in Combined Invoice
- Viewing Charges and Making Notes
- Grouping Charges
- Adjusting Combined Invoice Charges
- Using Workflow Actions
- Saving Combined Invoices
- Saving a View on Combined Invoices
Combining Invoices for Review
- Search for the invoices to review.
- Select the invoices using the checkboxes next to the CounselLink Invoice # column.
-
Click View Combined Invoice.
The Combined Invoice page displays.
Viewing General Information in Combined Invoice
The General Info section at the top of the page provides read-only summary information about the selected invoices.
The following read-only invoice information is displayed:
- 1. Date range of the charges in each invoice.
- 2. Total number of invoices and how many are approved or unapproved.
- 3. Number of matters associated with the invoices.
- 4. Number of law firms represented by the invoices.
- 5. Summary area. Displays the charges of the invoices, broken out by fees and expenses, including any adjustments, taxes, discounts, and approved-to-date amounts.
The Issues area displays flags, adjustments, appeals, and related rule codes/descriptions
-
Click the number in the Issues column to highlight the issue in the Charges section.
-
Matter Spend Performance area. When the combined invoices belong to matters that have budgets associated with them, a snapshot of the approved spend is shown.
Additional General Info Viewing Options
Several additional options allow you to vary your view in the General Info section.
-
The Summary Report button shows general invoice information, a financial summary, and timekeeper information.
-
The Export button creates an Excel spreadsheet with the combined invoices' information.
-
The Save button saves the Combined Invoice view so you can access it again as a Saved View.
-
The View Invoice list link displays a list of each invoice in the view.
Viewing Charges and Making Notes
The Charges section displays all charge lines associated with the selected invoices. You can search, filter, group, expand, or collapse charge details.
Using More Actions and Display Options
- The More Actions drop-down allows you to:
Add Charge Note – Add a note (internal or shared with the law firm).
Add Invoice Note – Add a note at the invoice level.
Export – Download a detailed or summary Excel report.
-
Add/Remove Invoice Flag – Mark an invoice for easy identification later.
Remove Invoice(s) – Remove selected invoices from the Combined Invoice view.
-
The Display Options drop-down allows you to
Show or hide Adjustments, Flags, Charge Notes, or Adjustment Descriptions
Collapse or expand all groups
Collapse or expand all appeal notes
Using the Search and View Filters
You can search by specific fields or keywords.
| Field | Description |
|---|---|
| Field | Select a specific attribute (e.g., Invoice #, Timekeeper, Code). |
| Contains | Refine search using conditions (Contains, Equals, etc.). |
| Search Charges | Enter keywords. |
| My Views | Select or save a customized view. |
| Group By | Customize charge grouping. |
| Filter By | Filter charges by type, issue, or timekeeper level. |
| Expand/Collapse | Expand or collapse flags and adjustments. |
Additional Charge Line Information
Click the vertical ellipsis next to a charge line to view related details and links:
CL Invoice # – Opens the Invoice Overview page
Matter – Opens the Matter Overview page
Law Firm Office – Opens the Law Firm Overview page
Invoice Notes – Displays invoice notes
Fee Offer – Displays the associated fee offer
Documents – View and download supporting documents
Grouping Charges on Combined Invoices
You can group charges using the Group Aggregates section.
- Select the invoices from the search page and click View Combined Invoice.
-
Under Group Aggregates, select a grouping option from the Group By drop-down (e.g., Timekeeper by Date).
- To filter a column, click the filter icon next to the column header.
- Select items in the Group column and click Apply Group Filter.
-
Click Apply Group Filter. The Charges section updates to reflect the new grouping.
Performing this action will clear the existing Charges view.
Adjusting Combined Invoice Charges
Combined invoice charges can be edited the same as charges on a single invoice. Subtotals update automatically in the Charges section as changes are made.
The following options are available:
- Adjust button: Adjust a charge.
- Arrows icon: Change an adjustment to a flag and vice versa.
- Pencil icon: Edit an existing adjustment.
- Trash icon: Delete an adjustment.
Using Workflow Actions in the Combined Review Feature
Workflow actions are available at the bottom of the page. Available actions depend on each invoice’s workflow state and your role.
Because invoices may be in different workflow stages, select and process each invoice individually:
- Select LF Invoice # from the Group By drop-down list.
-
Select an invoice using the checkbox next to its entry. All related charges are automatically selected.
Available workflow action buttons become active.
-
Select the desired workflow action.
The options will vary based on your workflow configuration. For more information, see this topic.
Saving Combined Invoices
Saving a Combined Invoice selection allows you to return to the same set of invoices later. This differs from saving a filtered charge view.
- Click the Invoices tab in your top toolbar.
- Select the invoices and click View Combined Invoice.
-
Click Save in the upper-right corner.
The Save Combined Invoice window displays.
- Enter a title.
- Optional: Select Save a copy to Analytics to save the view to your Analytics tab.
- Click Save.
The Combined Invoice selection is added to your Saved Views.
Saving a View on Combined Invoices
A Saved View stores customized charge filters and group settings within a Combined Invoice session. You can save up to 20 views.
- Click the Invoices tab on the homepage.
- Select the invoices and click View Combined Invoice.
- Customize the Charges view as needed.
- Click the My Views drop-down list.
-
Select Save Current View.
The Name My View window displays.
- Enter a name.
- Select Save.
A confirmation message displays and includes the name of the saved view.