Issue:
- I receive an "Incomplete Matter Setup Data" error when submitting a LEDES Bill in Legal Tracker
Environment:
- Clio Manage
- 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:
- Navigate to the Matter in Legal Tracker
- Click Edit
- Insert the Clio Matter Number in the Matter ID field
- Save
- Re-upload the LEDES Bill