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Legal Billing & Time Tracking

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  1. Legal Billing & Time Tracking
  2. Agent assistance
Reference

Put an AI agent to work in Legal Billing & Time Tracking

Use the agent instructions for this app:

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Accounting Preparer: List owned draft documents with missing supporting evidence for review.
  • Accounting Reviewer: Summarize the current revision, counterparty, amount and attachments before an independent decision.
  • Finance Lead: Surface unmatched movements and unresolved operation receipts with source references.
  • Auditor: Trace a document through its decision, journal lines and account item.

What stays with a person

  • A suggested next action is not an approval or proof of posting.
  • The named reviewer decides the frozen revision; the finance team verifies persisted effects and provider evidence.
  • Keep access scoped to the user's organization.

A suggested next action is not an approval or proof of posting. The named reviewer decides the frozen revision; the finance team verifies persisted effects and provider evidence. Keep access scoped to the user's organization.

Set up Legal Billing & Time Tracking your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started