Rocket Matter Knowledge Base Insurance Defense Package - LEDES Billing- NEW!Setup and enable LEDES Billing - Start to finish!

Setup and enable LEDES Billing - Start to finish!

To enable LEDES, click the 'Settings' section on your left-hand navigation panel.

Note: Setting up LEDES on a firm level will require Administrative access.

Select 'Enable LEDES 1998B' in the bottom-right corner.

*If you do not see the 'Enable LEDES 1998B' please contact support #1-888-432-1529.

Click to 'Enable LEDES 1998B' and enter your Firm I.D. Click 'Save'.

While still on the 'Settings' page, select ‘Configure LEDES mapping’.

Our users can define which Rocket Matter data fields correspond to which LEDES headers. Our flexible LEDES configuration allows users to customize their own field mappings by client, or throughout the entire application.

To customize your LEDES fields, change the 'Current Values' to the appropriate field. When finished, click 'Save Changes'.

Note: If the 'current value' selected doesn't have any value, the LEDES bill will generate the invoice with the 'default fields' values.

Next, click on the 'Tools' tab on the left-hand navigational panel and click on ‘Manage Custom Fields’.

While now viewing all global custom fields for your account, confirm that your viewing the 'Matter Custom Fields' section and that it's highlighted blue.

*This is not a mandatory step, but highly recommended.

Entering this custom field will allow users to filter their billing by LEDES when running their batch billing.

For users that only generate LEDES bills, this step is not applicable.

For users that only generate some LEDES bills, a matter custom field will need to be created for each matter to filter these bills separately. Steps to learn how, please click here.

Click on the green "+" sign in the right corner of this screen to add a new matter custom field.

Enter "Billing Type" as the field name and check this as a default custom field so it will appear by default every time a new matter is created.

For LEDES purposes, select "Text Input" and click save.

For additional custom fields that are used throughout Rocket Matter, it's recommended to take advantage of the additional options such as date, number or list to better manager and organize your custom fields.

Next, assign every user their designated timekeeper code.

Navigate back to the ‘Settings’ section using your navigation panel in the left-hand side of your page and select ‘Manage Users’. Click on the user’s name to edit their profile.

While viewing their profile, enter their designated timekeeper code. See accepted codes below:

LEDES accepts the following Title abbreviations for timekeepers:

PT = partner   AS = associate   OC = of counsel

LA = legal assistant   PL = paralegal   OT = other

*Optional: For any client that requires a different LEDES field mapping, this can be edited on a client level.

To edit a client's field mapping for all of their matters, go to the client contact record. In the top right-hand side of the screen, click ‘Edit LEDES Mapping’.

Our users can define which Rocket Matter data fields correspond to which LEDES headers. Our flexible LEDES configuration allows users to customize their own field mappings by client.

Note: If the 'current value' selected doesn't have any value, the LEDES bill will generate the invoice with the 'default fields' values.

To customize your LEDES fields, change the 'Current Values' to the appropriate field. When finished, click 'Save Changes'.

To learn how to run reporting for your LEDES collections, click here!

To learn the various ways that you can bill with LEDES, click here!

 

For additional Support, please contact us at 888-432-1529.