Features

Everything your legal team needs to manage spend

Review invoices, automate the work around them, and turn spend data into decisions your team can act on.

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Powerful invoice review

AI-powered analysis, summarization and negotiation tools

Automated workflows

Approvals, allocations, accruals, budgets and more

Spend intelligence

Insights and tools to answer your most impactful questions

01 / POWERFUL INVOICE REVIEW

Catch issues before they become spend

Poppy structures, summarizes, and reviews every invoice, giving your team clear issues and negotiation context before you approve.

Structured invoice intake

Invoices arrive standardized and ready to review, no matter how firms format or send them.

AI analysis and negotiation

Poppy summarizes the work, flags and prioritizes issues, and gives your team the context and tools to negotiate.

Approval workflows

Send invoices to the right reviewers and keep each step moving automatically.

Tracking workflows

Allocate costs, collect accruals, and keep budgets current automatically.

02 / AUTOMATED WORKFLOWS

Save time and keep work moving

Automate approvals, allocations, accruals, budgets, and other routine work around the rules your team already uses.

Approval workflows

Send invoices to the right reviewers and keep each step moving automatically.

Tracking workflows

Allocate costs, collect accruals, and keep budgets current automatically.

02 / AUTOMATED WORKFLOWS

Save time and keep work moving

Automate approvals, allocations, accruals, budgets, and other routine work around the rules your team already uses.

03 / SPEND INTELLIGENCE

Answer your most important questions

We structure data so you can see trends, compare firms and matters, and uncover the drivers behind spend.

Firm and matter insights

Compare performance and patterns across firms and matters, not one invoice at a time.

Reporting and AI chat

Explore trends, drivers, and opportunities, then drill into the details behind them using AI chat.

TRUST BUILT IN

Enterprise-ready from day one

SOC 2 Type II

GDPR compliant

Your data never trains AI models

FULL PLATFORM

A closer look at what Poppy handles

One connected system for the work around outside counsel spend, from the first invoice through ongoing reporting.

WORKFLOW

CAPABILITIES

Effortless invoice intake

Invoices flow in without data entry or format demands.

Email-in processing

Firms email invoices to Poppy, or your team forwards them. Processing starts automatically.

Ordinary PDFs welcome

No LEDES files or firm onboarding required (but both LEDES and firm portal are supported).

Firm submission portal

Outside counsel can submit invoices and supporting documents directly.

Duplicate detection

Resubmitted invoices are caught before they create extra work.

Global invoice support

Process invoices across currencies, languages, and non-Latin scripts.

AI-powered invoice review

Every invoice is read line by line, with issues surfaced in minutes.

Full line-item extraction

Capture every timekeeper, rate, hour, expense, and matter automatically.

Billing guideline flags

Surface block billing, vague entries, rate changes, and other issues using your rules.

Clear invoice summaries

See what matters first, with observations tied to supporting line items.

Custom review questions

Apply your own review questions to every invoice as it arrives.

Invoice Q&A

Ask specific questions and get answers grounded in the invoice.

Approvals built for legal

The right people sign off in the right order, with a complete paper trail.

Multi-step approvals

Route invoices through the right reviewers based on amount and workflow.

Firm and matter routing

Add tailored approval paths for specific firms or matters.

Disputes and responses

Send concerns to outside counsel and track what was communicated.

AP-ready handoff

Send approved invoices to accounts payable with the information it needs.

Reminders and audit trail

Keep approvals moving and preserve a complete history.

Negotiation tools

Negotiate individual invoices and improve the economics of your broader firm relationships.

Issue tracking on every invoice

Flag concerns with citations to the exact invoice lines.

AI-drafted responses to counsel

Draft, edit, send, and track responses without leaving the invoice.

Revised invoice tracking

Link corrected invoices to the original and preserve negotiated credits.

AI rate negotiation briefs

Generate negotiation briefs based on all the work a law firm has performed.

Ask Poppy

Ask questions about any firm, matter or invoice and get cited answers.

Spend visibility

Know where the budget is going, down to the firm, matter, and timekeeper.

Live spend dashboards

See approved, pending, and unbilled spend in one view.

Firm, matter, and timekeeper detail

Drill into rates, hours, and trends over time.

Categories and cost allocation

Organize matters your way and allocate invoices automatically.

Savings reporting

Quantify review savings and negotiated discounts.

Exports and integrations

Share structured data with finance and connected systems.

Budgets, accruals, and forecasting

Track commitments early and plan with fewer surprises.

Budgets at every level

Set and track budgets by organization, firm, matter, or category.

Spend notifications

Configure notifications when tracked budgets reach certain levels.

Firm accruals

Collect unbilled-work estimates and reduce accruals as invoices arrive.

Volume discount tracking

Monitor tiered arrangements and know when thresholds are reached.

Multi-currency reporting

Report in your home currency while preserving original amounts.

Enterprise-grade foundations

Secure, extensible, and built for global organizations.

Single sign-on

Support Microsoft Entra ID, Google Workspace, and Okta.

Roles and permissions

Give every user access to exactly what they need.

Audit logging

Review a versioned history of invoice, approval, and rate changes.

API and MCP integrations

Connect Poppy to enterprise systems, data platforms, and AI agents.

Multi-region support

Support distributed legal and finance teams across regions and time zones.

READY WHEN YOU ARE

See what Poppy can do for your team

Get a tailored 30-minute walkthrough of invoice review, spend reporting, and workflows.

Book a demo