Features
How Legal Spend Runs Through Poppy
Poppy is built to bring structure, discipline, and clarity to legal spend—from the moment an invoice arrives to the moment decisions get made.
Invoices Arrive Clean & Structured
SIMPLE IMPORT
No matter how firms structure and send invoices, Poppy automatically transforms them into standardized, structured data, so your teams can review, allocate, and report without manual cleanup.
Email and bulk invoice intake
Automated parsing by firm, matter, task, and timekeeper
Handles one invoice or thousands with the same workflow
SAVE TIME
Poppy Reviews Before Humans Do
Poppy evaluates invoices against known billing risks and your internal standards before reviewers step in, helping teams focus on meaningful decisions instead of mechanical checks.
Automated detection of common billing issues
Custom AI review questions defined by your team
Clear issue summaries for firm communication
ALLOCATION RULES
Cost Allocation Works Exactly How You Work
Poppy lets legal teams define how spend should be understood—by department, region, entity, project, or any structure that matches the business—while giving Finance clean, usable allocation data automatically.
Fully custom allocation dimensions with no predefined categories
Multiple simultaneous allocations per invoice
Rules that cascade from firm defaults to matter-level overrides
Approvals Match How Your Actual Decisions Are Made
WORKFLOWS
Invoices move through structured approval paths that reflect real organizational workflows, reducing delays and eliminating ad hoc review loops.
Multi level, sequential approval tiers
Threshold-based routing by invoice amount
Firm and matter specific workflow overrides
Budgets and Accruals Stay Visible
VISIBILITY
Legal and Finance share a real-time view of spend across approved, pending, and unbilled work—without spreadsheets or back-and-forth with firms.
Budgets at the organization, firm, matter, or category level
Automated accrual tracking for unbilled work
Law firm portal for self-service accrual submissions with automated reminders
Legal and Finance share a real-time view of spend across approved, pending, and unbilled work—without spreadsheets or back-and-forth with firms.
Budgets at the organization, firm, matter, or category level
Automated accrual tracking for unbilled work
Law firm portal for self-service accrual submissions with automated reminders
Budgets & Accruals Stay Visible
REACT IN REAL-TIME
Spend Becomes Insight, Not Just Records
INSIGHTS INTELLIGENCE
Once spend is structured correctly, Poppy turns invoices into insight that helps teams understand trends, performance, and opportunities for improvement.
Reporting across firms, matters, and timekeepers
Searchable invoice and line-item analysis
Long-term trend analysis across firm relationships
Poppy is built on enterprise infrastructure with the safeguards teams expect when managing sensitive legal and financial data.
Hosting on AWS and Heroku with encryption at rest and in transit
SOC 2 Type II and GDPR Certified
Customer data never used for AI training
Single sign-on via Microsoft Entra ID, Google Workspace and Okta
Complete system audit trail