Billing Narrative Cleanup for Corporate Attorneys with Datasite
The Problem
LEDES bills for M&A / Corporate Transactions matters get kicked back by clients and e-billing portals for vague narratives — realization drops and the billing coordinator chases lawyers for rewrites.
What We Build in Datasite
AI rewrites narratives to match each client's outside-counsel guidelines in iManage, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Datasite — uses the native API or agent integration so nothing leaves the system of record.
Datasite Integration Approach
Audit your Datasite configuration
We map the specific Datasite objects, custom fields, and workflows the automation needs to touch for your m&a / corporate transactions practice.
Build on the Datasite API or agent
Integration happens inside Datasite — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Datasite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Datasite instance
30-minute call. We'll look at your actual Datasite setup and show exactly how this workflow fits.