KCS - How to Add a Client Matter ID for LEDES Billing

Objective:

  • Enter a Client Matter ID for LEDES billing

Environment:

  • Clio Web App
  • LEDES 1998B

Additional Information:

This is the client specific Matter code. This is mapped directly from the Client Reference Number field in the Matter and will not be populated if the Client Reference Number is blank within Clio.

Procedure:

  1. View the Matter
  2. Click Edit
  3. Enter information under "Client Reference Number"

 

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