Important: If your firm uses multiple currencies or invoices in currencies other than USD, use the LEDES 1998BI format, which includes a field for currency specification.
Tip: The LEDES-1998B-Format PDF linked at the bottom of this article provides details about LEDES 1998B field specifications.
Download LEDES invoices
Firms that require LEDES-formatted invoices can download individual and bulk invoices in CSV, LEDES 1998B, LEDES 1998BI, LEDES XML 2.0, and LEDES XML 2.1 formats. If your output files require them, you can also enter your law firm ID or tax ID number in your settings, add a LEDES client ID to a contact, and use timekeeper classification codes.
Note: The Last sent column on the Invoices tab updates when an invoice is sent electronically by email, text, or Clio for Clients. Downloading a LEDES invoice saves the file for external submission and leaves the Last sent column unchanged. To update this column, send the invoice with one of the electronic send options. For more information, see Send Bills to Clients.
- Go to Invoices.
- Open the invoice: click the invoice ID number, or click the down arrow next to Send and select View invoice.
- Click the down arrow next to Download PDF.
- Select a download option:
- Download CSV
- Download LEDES1998B
- Download LEDES1998BI
- Download LEDES XML 2.0
- Download LEDES XML 2.1
- Go to Invoices and select the relevant invoice status subtab.
- Select the checkbox next to each invoice that you want to download.
- Click the down arrow and select Download.
- Select one of the download options.
- Click Download.
Add law firm ID or tax ID to LEDES invoices
Add your law firm ID or tax ID to your account so that every LEDES output file carries it.
- Go to the user menu (top right) > Manage settings > [Account and Payment Info] > Account Info.
- Scroll to LEDES Law Firm ID, Tax ID or GST Number and enter the relevant value.
- Click Save New Information.
Add LEDES client ID to contact
Add a LEDES client ID to a contact so every invoice for that client carries the identifier your clearinghouse requires.
- Go to Contacts, open the contact, and click Edit. You can also search for the contact in the global search or click Recents to find a recently viewed contact, and then click Edit contact.
- Open Invoicing preferences.
- Under LEDES billing, select the Enable LEDES billing for this client's matters checkbox.
- Under LEDES client ID, enter the relevant value.
- Under Select code sets for this client's matters, select at least one code set.
- Click Save contact.
Tip: If a client has multiple matters that require unique LEDES billing codes, go to each matter and click Edit. Add the LEDES billing code to the Client reference number field under Matter details.
Set up LEDES 1998B timekeeper classification codes
Timekeeper classification codes replace job titles on LEDES 1998B output and identify each timekeeper's role for your clearinghouse.
Add LEDES codes to job titles
- Go to the user menu (top right) > Manage settings > Groups and Job Titles.
- Select Job Titles and click Add.
- Click Add from LEDES 1998B Timekeeper List.
- Select the relevant choices and click Save.
Assign a LEDES timekeeper title to a user
- Go to the user menu (top right) > Manage settings > Manage Users.
- Click Edit below the user's name.
- Scroll to Job Title and add the relevant job titles from the LEDES Timekeeper list that you added.
- Click Save New Information.
Up next
- UTBMS Codes: Enable LEDES billing and select the code sets your entries and invoices use.
- Send Bills to Clients: Send invoices by email, text, or Clio for Clients and track when each one was sent.