Firm-defined business rules may be applied to transactions either prior to importing the transaction into ECRS or during the posting of charges to the billing system.

Firm-defined rules may be used to exclude transactions from ECRS or the billing system.  In addition, requirements such as minimum amounts may be applied to each transaction.  Requirements may also be established at a client or matter (project) level.  Transactions not meeting the firm's criteria may be deleted, held for reprocessing or excluded from processing.  Excluded transactions may be retained in the database for reporting purposes.

Firm-defined business rules may also be used to automatically mark transaction amounts up or down.  Transactions may be automatically transferred from one matter to another when firm-defined criteria is met.

There are numerous applications for business rules.  Built in support for such rules allows for the handling of a firm's unique requirements without the need for extensive customization.

Firm defined business rules can be used to reformat, filter or automatically correct entries prior to being loaded into ECRS.