How to create a custom matter field for all matters to identify clients billing with LEDES.
Please be advised that this is not a required component to run LEDES billing. This is an option to enable filtering by LEDES when batch billing.
Click on 'Tools' in the left-hand navigation panel.
Select 'Manage Custom Fields'.
While viewing 'Matter Custom Fields', click on the green "+" to add a new matter custom field.
All matter custom fields listed below will appear on all existing and new matters.
As noted above, entering 'Billing Type' is a suggestion provided by Rocket Matter to enable filtering by LEDES when batch billing. This field name can named 'Billing Type' or customized to your billing preferences.
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.
Navigate to a LEDES matter by entering the matter or client name in the global search.
While viewing the matter dashboard, scroll down to the Matter Custom Field section. You'll notice the field 'Billing Type' has appeared.
Click on 'Edit Values'.
Enter 'LEDES' in the value field next to 'Billing Type'. Click 'Save Changes' when complete.
Find out how to bill for LEDES matters, check out this FAQ.