Insurance Defense Module: How to invoice with LEDES billing.
The Insurance Defense Module is available with our Premier Tier subscription
1. Select 'Billing' from the left-hand navigation panel.
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2. Select the number for 'Fees pending invoicing'.
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3. Select your filters, and click 'Get Answer' to invoice.
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4. To invoice LEDES only, in the 'Filter by Matter Custom Field' enter 'Billing Type' in the Field Name and 'LEDES' in the Field Value. Select the '+' sign to add the custom field.
'LEDES' isn't auto-suggesting? Your unique Matter Custom Field may be different or may need to be created. Please refer to the How to create a Custom Matter Field for specific Matters with LEDES billing. FAQ.
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5. Select 'Get Answer'.
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6. Scroll down to view the Report Summary for the filter selected above.
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7. Select 'Enter Audit Mode'
NOTE: 'Audit Mode' is only available while batch billing and on our Premier tier.
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8. Review the Report Summary and potential issues. If there are no errors found while auditing, no results will populate.
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9. Click the '+' sign to expand potential issues next to the client:matter.
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View the error 'Cost has no expense code'.
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Now, while still in the expanded view select 'Edit Activities Inline'.
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You'll be prompted to make any updates for each billable line item, and enter assigned LEDES codes.
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When you're finished, click ' Save Changes'.
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10. Now, select 'Generate Invoices'.
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11. Review your invoice options:
- Is this a Prebill or an invoice? Select Prebill or Invoice
- Select your file format: Select LEDES. With the insurance defense package, you'll also be prompted to include a human-readable PDF option once you invoice.
- Choose your Invoice Template.
- Select any additional invoice options.
- Select your trust options, if applicable.
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12. You'll see a message when your invoices are being processed. Select 'Done'.
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