Configuring LEDES98BIv2 Billing for the Legal Accounting Integration

After integrating with Practice Management, Canadian contact addresses were updated to use the full country name (i.e., Canada) instead of the previous 3-character code (i.e., CAN). When invoices are generated using the LEDES98BIv2 format, the resulting .TXT file now includes Canada as the country value. Because LEDES98BIv2 requires a 3-character country code, invoices submitted with the 6-character value are rejected by electronic billing vendors.

To resolve this issue, an Electronic Billing Country field has been added to the File Group layout in Legal Accounting. When this field is populated, it overrides the contact address country for the LEDES .TXT output only, allowing a valid 3-character country code (CAN) to be used.

If the Electronic Billing Country is not set at the File Group level, the system will default to using the country value from the contact address record. The on-screen display and PDF invoice remain unchanged; only the LEDES .TXT file output is affected.

To fix this issue:

1. In Legal Accounting, go to File Manager and look up a matter that is billed using LEDES98BIv2.
2. Under Bill Settings in File Manager, identify the name of the File Group being used.
3. Go to Admin > Contact/Casefile > File Groups.
4. Double-click the File Group identified and scroll down to the LEDES section.
5. Locate the Electronic Billing Country field, choose CAN.
6. Click Save to save your changes.