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How do I manually Convert a LEDES 1998B bill to a LEDES 1998BI format?

Objective:

  • Does Clio support LEDES 1998BI format?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Clio does not currently Support LEDES 1998BI format. However, users may be able to manually convert LEDES 1998B bills to BI format by following these steps: 

  1. Download the bill in LEDES 1998B format (see here for steps)
  2. Change the header of a LEDES 1998B file to “LEDES98BI V2[]”
  3. Open the file in Microsoft Excel
  4. Add the Following Columns to the Bill and fill them out (as necessary): 
  • PO_NUMBER
  • CLIENT_TAX_ID
  • MATTER_NAME
  • INVOICE_TAX_TOTAL
  • INVOICE_NET_TOTAL
  • INVOICE_CURRENCY
  • TIMEKEEPER_LAST_NAME
  • TIMEKEEPER_FIRST_NAME
  • ACCOUNT_TYPE
  • LAW_FIRM_NAME
  • LAW_FIRM_ADDRESS_1
  • LAW_FIRM_ADDRESS_2
  • LAW_FIRM_CITY
  • LAW_FIRM_STATEorREGION
  • LAW_FIRM_POSTCODE
  • LAW_FIRM_COUNTRY
  • CLIENT_NAME
  • CLIENT_ADDRESS_1
  • CLIENT_ADDRESS_2
  • CLIENT_CITY
  • CLIENT_STATEorREGION
  • CLIENT_POSTCODE
  • CLIENT_COUNTRY
  • LINE_ITEM_TAX_RATE
  • LINE_ITEM_TAX_TOTAL
  • LINE_ITEM_TAX_TYPE
  • INVOICE_REPORTED_TAX_TOTAL
  • INVOICE_TAX_CURRENCY
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