OCG compliance
Outside Counsel Guidelines are only useful when they are operational-not PDFs buried in email. Perspectis turns OCGs into living OCG compliance rules that travel with the matter.
From intake to time and billing, teams see what the client allows, what requires approval, and where the firm standardized stricter controls.
Capabilities
- Upload and manage Outside Counsel Guidelines with matter assignment.
- Automatically generated OCG compliance rules-fully customizable.
- Multi-level cascading rules at the firm, practice area, and matter level.
Rules that match reality
Automatically generated OCG compliance rules are fully customizable. You keep client-specific nuance while avoiding one-off spreadsheets for every engagement.
Cascading control
Multi-level rules at firm, practice area, and matter scope mean global standards and local exceptions coexist-without contradictions slipping through.