E-billing / LEDES Billing

Created by Allison Cloyd, Modified on Tue, 10 Jan 2023 at 10:02 PM by Robert Butler

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.

 

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LEDES (Legal Electronic Data Exchange Standard) is a file format specification set that facilitates electronic data invoicing for law firms. 

Under the LEDES billing formats, your time records are categorized based on the following:

  • 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 other 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.

 

LEDES Configuration

To configure the default values for your LEDES codes at a global level, navigate to:

Admin -> Billing -> LEDES Defaults

In this section of your billing settings, you'll be able to assign values to the following fields.

 

Screen_Shot_2022-10-11_at_12.34.12_PM.png

 

LEDES - Timekeeper Codes

You can also assign an E-billing timekeeper code to each System User, as per the screenshot below by going to Admin > Users and Permissions > selecting the user you want to add a timekeeper code to or doing this when creating a new system user (more information here: Adding a System User

Screen_Shot_2022-10-11_at_12.37.50_PM.png

Producing a LEDES bill

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.

E-billing.gif

 

 

 

NOTE: Actionstep supports five different LEDES formats as below

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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 matter in the invoices section

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Also, the column is displayed in the Draft Bills list and the Bills Production list

Screen_Shot_2022-10-11_at_12.42.34_PM.png

 

Editing the UTBMS Codes

If you need to edit any of the codes, for example, expense codes or timekeeper classification. You can do this by going to Admin > Billing > click on the Edit UTBMS codes button

 

Screen_Shot_2022-10-11_at_12.47.14_PM.png

 

You will then see a screen of all the codes available you can then create. new record by clicking on the New Record in the top right-hand corner or clicking on the code to edit. Remember you can use the filter to find codes if you are looking for something specific.

 

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Related Articles:

- Invoice Templates

- Billing - Overview