Export LEDES and check client guidelines
Save each client's billing rules, check an invoice against them, and create a LEDES file for an e-billing portal.
Save the client's guidelines
In Billing, select Client guidelines, then Add client guidelines. Choose the client and the Approved rate card, and set limits such as Maximum hours per entry, Maximum hours per timekeeper per day, block billing and Restricted phrases. Select Save guidelines.
Check an issued invoice
On the invoice page, select Check against client guidelines. LawMOR lists the lines or rules a client portal may reject. If the client has no saved guidelines, only the standard checks run. The check changes nothing.
Export a LEDES file
Select LEDES export. Choose LEDES 1998B, LEDES 1998BI or LEDES XML 2.2 (ask the client which one their portal takes) and select Validate and export.
Fix errors and download
Format errors stop the file from being created; fix them and export again. Guideline findings are listed for review but never block the file. When the file is ready, select the Download link.
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