¶ 1. Overview
The LEDES Codes feature allows firms to maintain the standardized LEDES billing codes required for LEDES‑formatted invoices (e.g., LEDES 1998B, LEDES XML). These codes ensure:
- Compliance with LEDES billing standards
- Consistent categorization of time and expense entries
- Accurate mapping of activities and disbursements
- Smooth export to LEDES‑compliant billing systems
- Reduced invoice rejections from LEDES‑required clients
LEDES Codes are essential for firms working with insurance companies, corporate clients, or any client requiring standardized billing formats.
¶ 2. What You Can Do in LEDES Codes
The LEDES Codes screen allows users to:
¶ ✔ View all LEDES activity and expense codes
- Displayed in a structured list for easy management.
¶ ✔ Create new LEDES codes
- Add custom LEDES‑compatible codes if required by a client.
¶ ✔ Edit existing codes
- Update descriptions or classifications.
¶ ✔ Activate or deactivate codes
- Control which codes appear during time or expense posting.
¶ ✔ Maintain LEDES compliance
- Ensure all codes used in billing match LEDES standards.
¶ 3. Types of LEDES Codes
LEDES codes are typically divided into two categories:
¶ 1. Activity Codes (Time Codes)
Used when posting time entries. Examples include:
- A101 – Plan and Prepare
- A102 – Research
- A103 – Draft/Revise
- A104 – Communicate (Email/Phone)
- A105 – Court Appearance
¶ 2. Expense Codes (Disbursement Codes)
Used when posting client expenses. Examples include:
- E101 – Copying
- E102 – Courier
- E103 – Filing Fees
- E104 – Travel
- E105 – Postage
These codes ensure LEDES‑compliant categorization of all billable work.
¶ 4. LEDES Codes (List View)
- The list view provides a complete overview of all LEDES codes.
¶ Information Displayed
- Code (e.g., A101, E102)
- Description
- Category (Activity or Expense)
- Status (Active/Inactive)
- Actions (Edit, View Detail)
¶ Key Capabilities
- Search by code or description
- Filter by category (Activity / Expense)
- Add new LEDES codes
- Edit or deactivate existing codes
This view is the central management screen for all LEDES billing codes.
¶ 5. LEDES Code Detail (Detail)
- The detail modal provides full visibility into a single LEDES code.
¶ Fields Displayed
- LEDES Code
- Description
- Category (Activity or Expense)
- Status (Active/Inactive)
¶ Actions Available
- Edit description
- Change category (if applicable)
- Activate or deactivate the code
- Save changes
¶ Why This Matters
Accurate LEDES code details ensure:
- LEDES‑compliant billing
- Reduced invoice rejections
- Consistent categorization of time and expenses
- Accurate reporting and analytics
This view is essential for maintaining a clean and compliant LEDES structure.
¶ 6. Integration with Other Features
LEDES Codes integrate with:
¶ Time Entry
- Users select LEDES activity codes when posting time for LEDES‑required clients.
¶ Client Expenses
- Users select LEDES expense codes when posting disbursements.
¶ Invoices
- LEDES codes appear in LEDES‑formatted invoice exports.
¶ Client Settings
- Some clients may require LEDES billing; LEDES codes become mandatory for those matters.
¶ Reports
LEDES code usage appears in:
- Billing summaries
- LEDES compliance reports
- Activity category analysis
¶ 7. Best Practices
To maintain a clean and compliant LEDES code list:
- Use official LEDES codes whenever possible
- Avoid duplicates
- Deactivate unused or client‑specific codes
- Keep descriptions aligned with LEDES standards
- Review periodically to ensure compliance
- Train staff on when LEDES codes are required
¶ 8. Summary
The LEDES Codes feature provides a structured, centralized way to manage all LEDES‑compliant activity and expense codes used across LawPractica. With tools for viewing, creating, editing, and maintaining LEDES code details, it ensures consistent time and expense posting, accurate LEDES billing, and reduced invoice rejections.
This feature is essential for firms working with LEDES‑required clients and corporate billing systems.