When you think about AI in legal operations, what comes to mind? For many corporate legal and insurance claims departments, it’s a blend of excitement, curiosity, and sometimes uncertainty about using new tools. That’s why LegalVIEW® BillAnalyzer stands out. It’s not just an advanced technology; it’s a solution shaped by deep human expertise and strong client partnerships.
In episode 27 of Legal Leaders Exchange, Jennifer McIver, Katie Larson, and Lindsay Berman share the story behind BillAnalyzer’s evolution and how collaboration, trust, and thoughtful innovation are key to its success.
Built on collaboration: AI + human expertise
LegalVIEW BillAnalyzer isn’t just about automation. It’s designed to support and enhance human decision-making, not replace it. The system uses advanced AI to flag potential issues in legal invoices, while trained legal bill review experts assess the context and apply nuanced judgment.
Katie Larson, who leads the team of reviewers, explains that many of her colleagues are former bill reviewers with years of experience. Their understanding of billing trends, firm relationships, and client goals helps ensure that the AI BillAnalyzer employs is not only accurate but also constantly improving.
One of the biggest challenges in introducing AI into legal workflows is overcoming skepticism. Some fear that AI means job loss or impersonal decision-making. As Jennifer McIver notes, education is critical. The BillAnalyzer team works closely with clients to demystify the AI process and show that it’s a tool designed to make their work easier, not less relevant.
One of the key differentiators of BillAnalyzer is the team behind it. Legal and billing experts work alongside AI models to interpret context, confirm recommendations, and deliver clear, defensible review decisions. This hybrid approach ensures both accuracy and transparency. Transparency and communication are essential, especially when onboarding new clients or law firms.
Modular design brings agility and control
Early versions of BillAnalyzer functioned more like a monolithic “black box” with a single AI controlling the whole application. Today, it’s a modular, rule-based platform. That means individual components, like vague narrative detection or administrative charge review, can be tuned or updated independently.
This modularity provides agility, allowing the system to evolve alongside changing billing behaviors without requiring complete retraining. It also makes the solution more transparent and adaptable for the needs of each client across various industries.
While both corporate legal departments and insurance companies benefit from technology-enabled bill review, their approaches can vary significantly. Insurance companies often operate under rigid, highly standardized billing guidelines, where compliance is non-negotiable. Corporate legal departments, by contrast, may prioritize broader business objectives, such as spend visibility, law firm performance, or strategic alignment. These differences inform how BillAnalyzer is configured, from the types of rules enforced to how exceptions are handled.
Understanding those industry-specific expectations allows Wolters Kluwer to tailor the solution and support strategy accordingly.
Building trust through people-first change management
Even the most advanced technology needs the right people behind it. Lindsay Berman notes that the BillAnalyzer team plays a critical role in change management. They deliver training, offer ongoing support, and ensure that clients and their law firms understand both the “how” and the “why” behind invoice review decisions.
By taking the time to educate stakeholders and provide clear, consistent communication, the team builds trust and helps firms and clients gain better alignment. In many cases, relationships with initially skeptical users grow into strong partnerships and even friendships.
BillAnalyzer has helped clients save time and improve billing outcomes for several years. Legal and claims teams report measurable gains in efficiency, stronger enforcement of billing guidelines, and fewer disputes with law firms because reviews are consistent, timely, and well-documented.
The story behind LegalVIEW BillAnalyzer is one of continuous innovation grounded in real-world client needs. It’s also a testament to the power of collaboration between teams, with customers, and with technology itself.
To hear how ELM Solutions is shaping the future of legal invoice review, listen to the full episode: Legal Leaders Exchange: Trust, tech, and teamwork - The story behind LegalVIEW® BillAnalyzer.
