Objectives:
- Enable LEDES in Lexzur
- Add LEDES Line Items (Fees and Expenses)
- Create an Invoice and Export to LEDES Format
Steps:
LEDES (Legal Electronic Data Exchange Standard) is a set of formats and guidelines used for the electronic exchange of legal billing information. It provides a standardized way for law firms and legal departments to submit and receive detailed billing information electronically.
Enable LEDES:
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To enable LEDES billing, navigate to the billing settings: Advanced→ Settings→ Setup and Configuration:
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If the client is a new addition, you can enable LEDES directly during the client creation process, whether it's a company or a person. Simply select the "client" type, and the LEDES option will appear for activation.
LEDES Line Items:
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Let's proceed by adding a new matter for a client with LEDES enabled. When selecting this client, a new field, the Client Matter ID, will appear. This identifier is provided by the client to uniquely identify the matter.
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| The list of Expense categories will be associated with the UTBMS code set you selected during the activation of LEDES. It is a mandatory field to add expenses in LEDES billing. |
LEDES Format in Invoicing:
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Now, proceed to create the invoice for that client as you would for any standard invoice. In LEDES, it's important to note that you can only include one matter in an invoice.
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