Case Expense Draws & Approvals
Streamline Your Case Expense Draws and Get Paid Faster
Submit draw requests in minutes, track approvals in real time, and keep full visibility into your available credit. Purpose-built for litigation firms managing case cost lines, so you can focus on your cases — not paperwork.
Why Leading Law Firms Use Our Platform
1-Day Approvals, Not Weeks
Submit draw requests online with supporting documents and receive approvals in as little as one business day.
Real-Time Credit Visibility
See total drawn, available credit, and interest outstanding at a glance—no more calling your bank for updates.
Case-Level Expense & Interest Reports
Generate detailed expense and interest reports by case—recoup borrowing costs and reduce your net cost of capital.
Automated Compliance
Monthly and annual reporting generated automatically. Stay audit-ready without the manual paperwork overhead.
AI-Powered Draw Requests
Submit draw requests with supporting documentation and our AI automatically validates them against borrowing base limits, compliance rules, and covenant requirements—so the lending team can review and approve in minutes, not days.
No spreadsheets. No emails. No friction.
- AI pre-screens every draw for compliance before it reaches the lending team
- Real-time borrowing base validation eliminates manual credit checks
- Supporting documents attached in one flow—no back-and-forth emails
- Lending team sees a clean, validated request ready to approve or flag
Request a Draw
Select cases and add expenses to queue for authorization.
Automated Approval Workflows
Configurable multi-step approval routing based on draw amount, borrower risk tier, or custom rules. Every draw request is validated against current borrowing base, concentration limits, and covenant requirements before approval.
Real-Time Compliance
Automatic covenant compliance checks at every draw
Draw Tracking
Complete audit trail from request to funding
Exception Handling
Automatic escalation for out-of-policy requests
One-Click Approval
Approve compliant draws instantly, deny with notes
How It Works: From Request to Disbursement
A streamlined, four-step process replaces emails, spreadsheets, and phone calls.
Submit Draw Request
Select cases, add expenses, and attach invoices — all in one streamlined flow
AI Validation
Automatic credit and eligibility checks run in real time before anything reaches the lending team
Approval
Compliant draws are approved quickly — exceptions are flagged for review with full context
Disbursement
Funds are queued and disbursed directly to your firm, typically within one business day
Everything You Need in One Platform
Self-service draw requests
Submit draw requests online with supporting documents — no forms or phone calls needed.
Real-time financial dashboard
See credit utilization, interest accrued, and available balance at a glance — no more calling your lender for updates.
Case-level expense & interest reports
Detailed expense and interest breakdown by case for client billing
Automated lender reporting
Compliance reports generated without manual effort
Secure document management
Invoices, approvals, and audit trail in one place
Multi-step approval workflows
Draw requests routed by amount and risk tier
Automatic credit limit checks
Every draw validated against your available credit in real-time
Complete documentation capture
No missing invoices or audit issues
Configurable approval rules
Custom routing by amount, risk tier, or borrower
Your Case Management System? We Probably Integrate With It
We already connect with the most popular case management platforms used by litigation firms—and we’re adding more all the time. Reach out to see if yours is on the list.
Ready to Streamline Your Case Expense Management?
Join leading litigation firms that have replaced spreadsheets and phone calls with a modern case expense platform.