How to configure LEDES Invoice Field Mapping for a specific client.
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.
1. Once LEDES has been enabled, use the global search to search for the client's contact record you'd like to specify field mappings for.
2. Click to 'Edit LEDES mapping' for this client and all of the clients matters.
3. To customize your LEDES fields for this client, change the 'Current Values' to the appropriate field.
Note: If the 'Current Value' selected doesn't have any value, the LEDES bill will generate the invoice with the 'Default Fields' values.
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.
Learn how to add a matter custom field for all clients and matters, view this FAQ.