- Understand the parts of a LEDES1998B Bill
- Change different areas of LEDES Bills
- LEDES Bills
- LEDES Column meaning
- Clio Manage
For more information on the LEDES 1998B Standard, see here.
To enable UTBMS (sometimes known as ABA Task Codes), see here.
The Issue Date of the Bill
The Invoice Number of the Bill
An arbitrary number created by Clio.
To change the CLIENT_ID, see here
The Matter Display Number of the Bill's Matter in Clio
The Invoice Total of the Bill after any Discounts, Credit Notes and/or Taxes applied
The starting date for the billing period:
The ending date for the billing period:
The Clio Matter Description of the Bill's Matter
The number of the line item on the Bill ordered from the oldest to newest
The type of line item for each item on the Bill. This will be populated with either E(xpense), F(ee), IF(Invoice-level adjustment on Fees) or IE(Invoice-level adjustment on Expenses).
The Quantity field of the Bill's Line Item
The Line Item Discount amount:
The Total of the Line Item:
LINE_ITEM_UNIT_COST x LINE_ITEM_NUMBER_OF_UNITS + LINE_ITEM_ADJUSTMENT_AMOUNT = LINE_ITEM_TOTAL
The Date of the Bill's Line Item.
The UTBMS Task Code of the Bill's Line Item. If nothing is selected, it will appear as L120 ("Analysis/strategy")
The UTBMS Expense Code of the Bill's Line Item. If nothing is selected, it will appear as E124 ("other")
The UTBMS Activity Code of the Bill's Line ITem. If nothing is selected, it will appears as A111 ( "other")
The User's Initials from the Bill's Line Item
To change a User's Initials, see here
The Activity Category and Description from the Bill's Line Item
This appears as "Activity Category: Description"
The "LEDES Law Firm ID, Tax ID or GST Number" in your Clio Account
To change this number, see here
The Rate from a Service, or the Amount from an Expense on the Bill's Line Item
The full name of the Line Item's User in Clio
The Job Title of the Line Item's User in Clio
To configure your firm's Job Titles see here
Standard classifications include:
For a full list of classifications, see here
The Client Reference Number of the Bill's Matter in Clio