Insurance Defense Module: How to configure LEDES invoice field mapping for a specific client.
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.
The Insurance Defense Module is available with our Premier Tier subscription.
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, this mapping will apply to all of the client's LEDES matters.
3. To customize your LEDES fields for this Client, 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.
4. When finished, click 'Save Changes'.
