Legal Guide

Last Updated: 2025-12-02 10:22 UTC

Personas: Legal

What you'll learn

Triage escalated disputes.
- Visit Disputes -> Escalated to see cases that require legal review. Each entry includes payer reason codes, promised SLAs, and supporting documents.
- Confirm evidence completeness using the checklist (contract, invoice, proof of delivery, communication history).
Generate legal correspondence.
- Use Generate Legal Letter to produce PDF templates customized with payer data, dispute reason, and requested resolution.
- Attach additional evidence before downloading or sending to the payer. Plixo logs the version and timestamp automatically.
Approve credits beyond caps.
- When an Operator or Controller requests a credit above policy limits, review the case in Approvals -> Credits.
- Approve, reject, or request more information. Decisions appear in the audit trail with your name and rationale.
Maintain audit readiness.
- Export dispute logs and correspondence history from Admin → Audit Log when internal or external auditors require evidence.
- Store exported files securely according to your company's retention policy.

Escalated disputes receive a legal response within the agreed SLA (typically 2 business days).
Legal letter templates remain up to date with current jurisdiction language.
Credits above cap are approved or rejected with documented reasoning.

Missing evidence attachments. Use the checklist before finalizing letters to avoid restarting the process.
Bypassing audit exports. Keep communication within Plixo to preserve the full trail.
Delaying approvals. Credits waiting on legal sign-off can stall cash--set notifications to stay ahead.