Objective:

Understand the parts of a LEDES1998B Bill
Change different areas of LEDES Bills
LEDES Bills
LEDES Column meaning

Environment:

Clio Manage

Additional Information:

For more information on the LEDES 1998B Standard, see here.

To enable UTBMS (sometimes known as ABA Task Codes), see here.

Answer:

#	Name	Description
01	INVOICE_DATE	The Issue Date of the Bill
02	INVOICE_NUMBER	The Invoice Number of the Bill
03	CLIENT_ID	An arbitrary number created by Clio. To change the CLIENT_ID, see here
04	LAW_FIRM_MATTER_ID	The Matter Display Number of the Bill's Matter in Clio
05	INVOICE_TOTAL	The Invoice Total of the Bill after any Discounts, Credit Notes and/or Taxes applied This is calculated by adding up values of the LINE_ITEM_TOTAL field for all of the line items, including the line items for Discounts, Credit Notes and Taxes
06	BILLING_START_DATE	The starting date for the billing period: If a date range was selected at Bill Generation in Clio (eg/ Activities Date Range selected in the Filter on the Billable Clients tab), the start date will fill in here If no date range was selected at Bill Generation, this will fill in with the date of the oldest line item on the Bill
07	BILLING_END_DATE	The ending date for the billing period: If a date range is selected at Bill Generation in Clio (eg/ Activities Date Range selected in the Filter on the Billable Clients tab), the end date will fill in here If no date range was selected at Bill Generation, this will fill in with the date of the newest line item on the Bill
08	INVOICE_DESCRIPTION	The Clio Matter Description of the Bill's Matter
09	LINE_ITEM_NUMBER	The number of the line item on the Bill ordered from the oldest to newest
10	EXP/FEE/INV_ADJ_TYPE	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). Expense = E Time = F Tax = IE and IF (will create a line for the total of each) Invoice Discount = IE and IF (will create a line for the total of each with a negative amount) Credit Note = F (with a negative amount)
11	LINE_ITEM_NUMBER_OF_UNITS	The Quantity field of the Bill's Line Item
12	LINE_ITEM_ADJUSTMENT_AMOUNT	The Line Item Discount amount: If there is no Discount, the value is "0" If there is a Discount, the value will be negative.
13	LINE_ITEM_TOTAL	The Total of the Line Item: LINE_ITEM_UNIT_COST x LINE_ITEM_NUMBER_OF_UNITS + LINE_ITEM_ADJUSTMENT_AMOUNT = LINE_ITEM_TOTAL
14	LINE_ITEM_DATE	The Date of the Bill's Line Item.
15	LINE_ITEM_TASK_CODE	The UTBMS Task Code of the Bill's Line Item. If nothing is selected, it will appear as L120 ("Analysis/strategy")
16	LINE_ITEM_EXPENSE_CODE	The UTBMS Expense Code of the Bill's Line Item. If nothing is selected, it will appear as E124 ("other")
17	LINE_ITEM_ACTIVITY_CODE	The UTBMS Activity Code of the Bill's Line ITem. If nothing is selected, it will appears as A111 ( "other")
18	TIMEKEEPER_ID	The User's Initials from the Bill's Line Item To change a User's Initials, see here
19	LINE_ITEM_DESCRIPTION	The Activity Category and Description from the Bill's Line Item This appears as "Activity Category: Description"
20	LAW_FIRM_ID	The "LEDES Law Firm ID, Tax ID or GST Number" in your Clio Account To change this number, see here
21	LINE_ITEM_UNIT_COST	The Rate from a Service, or the Amount from an Expense on the Bill's Line Item
22	TIMEKEEPER_NAME	The full name of the Line Item's User in Clio
23	TIMEKEEPER_CLASSIFICATION	The Job Title of the Line Item's User in Clio To configure your firm's Job Titles see here Standard classifications include: "PT" (Partner) "AS" (Associate) "OC" (Of Counsel) "LA" (Legal Assistant) "OT" (Other Timekeeper) For a full list of classifications, see here
24	CLIENT_MATTER_ID	The Client Reference Number of the Bill's Matter in Clio If the Client Reference Number is blank in Clio, nothing will appear in the exported LEDES Bill Often the attorney would have been provided with this code by their Client.