In this article, you will learn more about using the E-Billing/LEDES billing feature. You can also watch the video embedded below for a quick overview.
LEDES (Legal Electronic Data Exchange Standard) is a set of file format specifications designed to facilitate electronic data invoicing for law firms.
Under the LEDES billing formats, your time records are categorized based on:
- The task being done
- The type of activity
- The timekeeper recording the activity
The end result of this process is the creation of a file that you can provide to your clients, which they can then upload to their own system to analyze the bill based on the provided codes.
Different clients may want different formats for this file and only a small subset of clients will require E-Billing in the first place, so you will need to choose which matters will use the codes, and what format those matters will produce the files in.
To configure the default values for your LEDES codes at a global level, navigate to:
Admin -> Billing Settings -> LEDES Defaults
In this section of your billing settings, you'll be able to assign values to the following fields:
You can also assign an E-billing timekeeper code to each System User, as per the screenshot below.
Producing E-billing Files
To produce a file for an individual matter, navigate to a specific matter. Then, access the matter billing options and enable 'E-Billing', as per the GIF below.
The fields you fill out in this section will affect the information presented on the file created when you create a bill using E-Billing.
Once you've created a bill, you'll see the file available in the column displayed in the screenshot below.
This column is available on the main billing lists, such as the 'Draft Bills' list and the 'Bill Production' list.