Three levels of compliance rules
Billing compliance rules in Sque work at three levels — firm-wide, client-specific, and matter-specific. The most specific rule always wins.
Default rules for every matter — rate caps, block billing prohibitions, narrative standards.
OCG rules uploaded per client. Override firm defaults for that client's matters.
Fine-grained overrides for a specific matter. Useful for fixed-fee or capped matters.
Upload OCG documents
- 1
Go to Settings → Compliance.
- 2
Select the level (firm, client, or matter) and click Upload rules.
- 3
Drop in the OCG PDF — Sque reads and extracts the billing rules automatically.
- 4
Review the extracted rules and confirm they are correct before activating.
Always review AI-extracted rules before activating. Complex or ambiguous OCG language may require manual adjustment.
How rules run against entries
The entry is marked with a compliance warning. You must review the flag before finalising.
You can override a flag with a documented reason. Overrides are logged for audit and visible to admins.
FAQ
Can I disable compliance for a specific matter?
Yes — set the matter-level compliance to None to bypass all rules for that matter.
Who sees compliance flags?
The attorney who created the entry and any admin with billing permission.
What rule types are supported?
Rate caps, block billing, narrative length, excluded task codes, timekeeper grade restrictions, and custom text rules.