LEDES E-Billing User Guide

05/12/2023
Knowledge

How To

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

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

The App Marketplace will open in a new window.
From the All Apps section, select E-Billing.
Click Enable.

Set Firm ID

From the LEAP Matter List, click the LEAP Menu > Settings > Firm Details.
Select your Branch, if necessary.

In the Firm details tab, enter the LEDES ID that the firm has been assigned.
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:

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

The LEAP Application Settings will open in a new window.
Click Firm > under Staff > Members.

A list of your existing staff will display.
Select the required Staff Member then click Additional Details.
Enter in the Timekeeper Classification into the Qualification field.
Click Save and repeat for all staff.

Set Up Activity Codes

Time & Fees

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

The LEAP Application Settings will open in a new window.
Click Accounting > under Activity Codes > Time & Fees.
Click New Activity Code to add a new code or click on an existing code to edit.

Complete the details as required.
Enter the Activity and/or 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.
Click Save and repeat for the remaining codes.

Cost Recovery

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

The LEAP Application Settings will open in a new window.
Click Accounting > under Activity Codes > Cost Recovery.
Click New Cost Recovery Code to add a new code or click on an existing code to edit.
Enter the Recovery Code and Billing Description.
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:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click > Edit Table Types.
If the required data entry table isn't listed in the Other Tables, tick the Show All checkbox to display the full list of table types.
To add a table type to the matter, select a LEDES table from the list and click Add.
Click OK.
Open the LEDES table.
Fill in the Client ID, Client matter ID, and Law firm matter ID and Purchase order number and also if it is a Final Bill and an Invoice Description then click OK.

How to Access

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

The LEDES Billing will open in a new window.

Information Required

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

Start and End Date.

Then click Next.

Select Invoices

Select invoices by clicking on the checkboxes. Multiple invoices can be selected or select all by ticking the top checkbox. Invoices are also searchable by using the search box at the top right.

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

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

The Save File will open in a new window.
Select the location on your PC to export the file.
Click Save.

Additional Options

These options allow you to change the way the invoices are displayed, and also the format of the file that is produced. If XML 2.0 is selected the additional ‘Billing Contact’ details are required.

Last Modified Date

5/12/2023 1:13 am

Title

LEDES E-Billing User Guide

URL Name

LEDES-E-Billing-User-Guide-UK