Insurance Defense Module: How to configure LEDES invoice field mapping for all clients and matters.
The Insurance Defense Module is available with our Premier Tier subscription.
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.
1. Select 'Settings' from the left-hand navigation panel.
NOTE: If you don't see the 'Settings' option please contact your account administrator.
2. Select 'Configure LEDES mapping'.
NOTE: This configuration will allow users to customize their own field mappings for all Clients and Matters throughout the entire application.
3. To customize your LEDES fields, change the 'Current Value' to the appropriate field.
NOTE: If the 'Current Value' selected doesn't have a value, the LEDES bill will generate the Invoice with the 'Default Field' value.
Optional: If you need the 'Current Value' to be pulled from a custom field, you can assign it to a 'Matter Custom Field' in the drop-down menu. Then, enter the custom field name.
To learn how to add a Matter Custom Field for all Clients and Matters, view this FAQ.
