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Configuring LEDES E-Billing for a Client in LeanLaw

How to enable and configure LEDES e-billing for a specific client in LeanLaw — including format selection, required codes, Client Matter IDs, invoice description overrides, and timekeeper classification codes.

Once LEDES is enabled firm-wide, you configure it separately for each client that requires e-billing. Client-level settings control the LEDES format, required codes, client-specific IDs, and how invoices are labeled in the LEDES file.

📋 Firm-wide setup first: Complete the firm-wide LEDES configuration (Article 1) before enabling LEDES for individual clients.

 

Enabling LEDES for a Client

  1. Go to the Clients tab and open the client record.
  2. Navigate to the LEDES tab within the client settings.
  3. Toggle LEDES on for this client.
  4. Configure the client-specific settings (see below).

📋 Note: When you enable LEDES on a client, all matters under that client automatically inherit LEDES settings.

 

Client-Level LEDES Configuration Fields

Field

What to Configure

LEDES Format

Select 98b or 2000 — whichever this client's billing system requires. This overrides any firm default if your firm serves clients using different formats.

Required Activity Codes

Mark activity codes as required for this client. When required, timekeepers cannot save a time entry on this client's matters without selecting an activity code. Enforces compliance with the client's billing guidelines.

Required Task Codes

Same as activity codes but for task codes. Enable if the client's billing system rejects entries without task codes.

Default Invoice Description

Overrides the firm-wide invoice description label for this client's LEDES files. Leave blank to use the firm default.

LEDES Client Matter ID

The client-matter identifier provided by the corporate client — this value appears in the CLIENT_MATTER_ID column of the LEDES file. Your client's billing team will provide this value.

LEDES Law Firm Matter ID

By default, this uses the matter reference from LeanLaw (or the matter name if no reference exists). You can override it with a custom value if the client requires a different identifier.

 

Timekeeper Classification Codes (LOC Codes)

Some corporate clients require LOC (Level of Counsel) Revised Timekeeper Classification Codes in LEDES files — these classify each timekeeper's role (e.g., Partner, Associate, Paralegal). If required:

  1. Find LOC Revised Timekeeper Classification Codes at LEDES.org.
  2. In the client's LEDES settings, enable LOC codes.
  3. Assign the appropriate LOC code to each user who will bill time to this client. This is done in Settings → Users → select user → assign LEDES timekeeper classification.

💡 Tip: Set up LOC codes before billing the first LEDES invoice for a client. A LEDES file with missing timekeeper classifications will be rejected by most corporate e-billing systems.