Features · the current workflow

Built for the six-minute increment.

The IntelliBill Mac pilot turns Microsoft 365 email activity into draft time entries, explains uncertain matches, and requires human review before export.

01

Microsoft 365 email activity

Review Inbox and Sent Items activity for legal work that may belong on a time sheet. The source trail stays attached to the classification decision.

  • Sender, recipient, subject, and thread signals
  • Likely billable-activity detection
  • Draft duration and narrative
02

Email evidence trail

Keep the Microsoft 365 message evidence behind each proposed entry available during manual review.

  • Message timestamp and participants
  • Subject and thread context
  • Source evidence retained with the draft
03

Evidence-backed matching

Associate an activity with a client and matter using known aliases, participants, subject language, and prior reviewed examples.

  • Confidence scoring
  • Unknown-matter monitoring
  • Uncertain results route to review
04

Draft narratives and time

Generate a proposed legal billing narrative and time estimate from the activity evidence. The proposal is reviewable, editable, and traceable.

  • Legal-work narratives
  • Time-estimate quality checks
  • UTBMS classification support
05

Review and delivery safeguards

Hold ambiguity for review and run practical checks before a reviewed CSV can be downloaded. Every proposed entry stays behind a mandatory human-approval gate.

  • Duplicate and overlap detection
  • Unresolved-client blockers
  • Audit-friendly review state
06

Reviewed CSV and learning loop

Download reviewed CSV for reconciliation or import preparation, then use reviewed corrections as examples for future classification.

  • Daily and monthly reviewed CSV
  • Reconciliation and import preparation
  • Reviewed corrections inform later suggestions

Designed for privacy-sensitive work

No cloud-model fallback hidden in the fine print.

Microsoft Graph retrieves only the mailbox data you approve. When a local model is unavailable, IntelliBill stops the scan instead of silently sending work to a hosted language model.

Processing behavior
Primary model routeLOCAL
Model unavailableQUEUE, DO NOT FALL BACK
Low-confidence matchREVIEW
Demo persistenceNONE

Interactive Product Tour

Use it before you believe it.

The Product Tour demonstrates the offered email-to-review workflow with fictional, browser-local data. It makes no product API calls and stores no workspace data.

Open Product Tour

Your activity · your review

See what the working day left behind.

Start with the fictional Product Tour, then put the same IntelliBill v2 workflow to work on your Mac.