Firms that bill through third-party clearinghouses, such as insurance carriers in personal injury practice, need invoices formatted to the Legal Electronic Data Exchange Standard (LEDES) that those clearinghouses require. In Clio Manage, you can download individual or bulk bills in CSV, LEDES 1998B, LEDES 1998BI, LEDES XML 2.0, and LEDES XML 2.1 formats, and carry the firm and timekeeper identifiers that those formats expect. The result is a LEDES bill that your clearinghouse accepts without manual reformatting.
Important: If your firm uses multiple currencies or bills 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 bills
In Clio Manage, firms that require LEDES-formatted bills can download individual and bulk bills in CSV, LEDES 1998B, LEDES 1998BI, LEDES XML 2.0, and LEDES XML 2.1 formats. You can also enter your law firm ID or tax ID number in your settings, add an LEDES client ID to a contact card, and use timekeeper classification codes if these options are required for your output files.
- Go to Billing.
- View a bill by clicking the bill ID number or click the down arrow next to Send and select View bill.
- Click the down arrow next to Download PDF and select one of the download options.
- Go to Billing and select the relevant bill status subtab.
- Check the box next to the bills you want to download.
- Click the down arrow and select Download.
- Select one of the download options and click Download.
Add law firm ID or tax ID to LEDES bills
To add your Law Firm ID or Tax ID to your output files:
- Go to Settings > Account and Payment Info > Account Info.
- Scroll down 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 bill for that client carries the identifier your clearinghouse requires.
- Go to 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 Billing preferences.
- Under LEDES billing, check the Enable LEDES billing box.
- Under LEDES client ID, enter the relevant value.
- Click Save contact.
Tip: If you have a client with multiple matters that require unique LEDES billing codes, navigate to each matter and click Edit. You can add the LEDES billing code to the Client reference number field under Matter details.
Manage LEDES 1998B Timekeeper classification codes
Timekeeper classification codes replace job titles on LEDES 1998B output and identify each timekeeper's role in your clearinghouse.
Add LEDES codes to your firm's job titles:
- Go to 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 Settings > Manager Users.
- Click Edit below a user’s name.
- Scroll down to Job Title and add the relevant job titles from the LEDES Timekeeper list that you previously added.
- Click Save New Information.
Up next
UTBMS Codes: Enable LEDES billing and select the code sets your entries and bills use.