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I Receive "Incomplete Matter Setup Data" Error When Attempting to Post a LEDES Bill in Legal Tracker

Issue:

  • I receive an "Incomplete Matter Setup Data" error when submitting a LEDES Bill in Legal Tracker

Environment:

  • Clio Web App
  • Legal Tracker

Cause:

You are attempting to post an invoice to a Matter that is not connected to your Clio Matter number. For each Matter than you are submitting a LEDES invoice for, you must enter your internal law firm Matter ID (ie, the Clio Matter number) to connect those invoices.

Resolution:

  1. Navigate to the Matter in Legal Tracker
  2. Click Edit
  3. Insert the Clio Matter Number in the Matter ID field
  4. Save
  5. Re-upload the LEDES Bill

 

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