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LEDES Billing

  • 07/11/2024
  • Knowledge

How To
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This information sheet has been prepared to assist you with using the Legal Electronic Data Exchange Standard (LEDES) Billing App in LEAP, a set of file format specifications intended to facilitate electronic data transmission in the legal industry.

How to Enable

 

  1. From the LEAP Matter List, click the LEAP Menu > Marketplace.

    The LEAP Marketplace will open in a new window.

  2. From the All Apps section, select E-Billing.

  3. Click Enable.

Set Firm ID

 

  1. From the LEAP Matter List, click the LEAP Menu > Settings > Firm Details.

    The Firm Details will open in new window.

 
Click to edit heading

If you have multiple branches, the Branch List window will open.

Select your relevant Branch.

  1. From the Firm Details tab, enter the Firm ID.

  2. Click OK.

Set Timekeeper Classifications

 

The Timekeeper Classifications are defined by the LEDES 1998B e-billing formats, they must be one of the following:

  • Associate
  • Clerk
  • Legal Assistant
  • Of Counsel
  • Other
  • Paralegal
  • Partner
  • Secretary

To set up the timekeeper classifications in LEAP, you will need to do the following: 

  1. From the LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Firm > under Staff > Members.

    A list of your existing staff will display.

  3. Select the required Staff Member then click Additional Details.

  4. Enter in the Timekeeper Classification into the Qualification field.

  5. Select Save and repeat for all staff.

Set Up Activity Codes

 

Time & Fees

 

  1. From the LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Accounting > under Activity Codes > Time & Fees.

  3. Click New Activity Code to add a new code or click on an existing code to edit.

  4. Complete the details as required.

    Enter the Activity Code, remembering that you can enter in the activity and task codes separated by "/" for example:

    The Billing Description can also be entered with “/” to separate the Activity and Task Codes.

  5. Click Save and repeat for the remaining codes.

Cost Recovery

 

  1. From the LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Accounting > under Activity Codes > Cost Recovery.

  3. Click New Expense Recovery Code to add a new code or click on an existing code to edit.

  4. Enter the Recovery Code and Billing Description.

  5. Click Save.

LEDES Client, Matter and Law Firm IDs

 

On each matter you wish to generate LEDES bills you must input the LEDES client, matter and law firm information onto the LEDES table type. Depending on the matter type you may need to add the LEDES table type by doing the following:

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Under the Details column, right-click the Matter Details or Matter Type table and select Edit Table Types.

    The Edit Table Types will open in a new window.

  4. If the required data entry table isn't listed in the Other Tables section, select Show All Tables to display the full list of table types.

  5. Search for the LEDES table and tick Active.

  6. Click OK.

  7. Open the LEDES table.

  8. Fill in the Client ID, Client matter ID, and Law firm matter ID and Purchase order number.

  9. Click OK.

How to Access

 

From the LEAP Matter List, click the LEAP Menu > Accounting > under Office Accounting > LEDES Billing.

The LEDES Billing will open in a new window.

Information Required

 

Now that you have opened the app, proceed to select the:

  • Start Date
  • End Date

You may click the at the top-right to select:

  • Description Type
  • LEDES Format

When you are done, click Next.

Select Invoices

 

Select invoices by clicking on the checkboxes. Multiple invoices can be selected, or tick Select all for all invoices. Invoices are also searchable by using the Search field at the top-right of the window.

Click Next when all relevant invoices are selected.

Generate and Edit Invoices

 

The selected invoices will be generated and can be edited by clicking on the drop-down icon on the left.

Edit the Activity Code, Task Code, Cost Recovery Code and Timekeeper Classification Code, these will potentially be filled in if the correct Time & Fees Code is selected.

Then click Save.

Export and Save

 

  1. From the LEDES Billing window, click Download LEDES button.

    The Save File will open in a new window.

  2. Select the location on your PC to export the file.

  3. Click Save.

Last Modified Date
7/11/2024 11:48 am
Title
LEDES Billing
URL Name
LEDES-Billing-AU

Resolution
App Marketplace

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