CaseFox supports various electronic billing formats such as LEDES 1998B, Chubbs, Litigation Advisor.
A LEDES format invoice is automatically generated when you create an invoice. See "Getting Started" for instructions for generating invoices.
NOTE
There are three required numbers for setting up a client/case for LEDES invoicing.
1. Law Firm ID - This is the identification of your firm in the billing system (e.g., Serengeti, TyMetrix, etc.) . This ID will be the same for each client. Typically this is your firm's tax ID. But please check with the billing system to confirm.
2. Client ID - CaseFox autogenerates this (which is what LEDES standards require). However, if the billing system provides a different Client ID, please replace (in Client Details/Edit tab) the auto-generated Client ID with the client id provided by the billing system.
3. Client Matter ID - Tthis is generated by the billing system and entered in Edit Case tab of each case.
LEDES XML2.0 INVOICES
In addition to the above instructions, please click on "LEDES Settings" button under "Client Details/Edit" tab of a client to enter additional required information. Simple LEDES XML2.0 format is supported. Hourly rate billing and one tax per client/jurisdiction are supported.
Please see How To Create LEDES Invoices for more details.
LEDES FIX FEE INVOICE
Under Cases, please select the case and create a custom field with the name LEDES-FIX-FEES-PER-INVOICE and in the value field, please enter the fix fee.
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