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LEDES XML 2.1 Format

This section describes fields that make up a single row in a LEDES XML E-Billing 2.1 file.

@FIRM

This segment includes the name, address, and contact information about the firm(s) generating the file. Each file should begin with the @FIRM segment.

You can submit more than one firm in the same invoice file by including one or more segments per file. The @FIRM segment includes the @CLIENT segment.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

lf_vendor_id

NO

lf_tax_id (XML 2000)

string/25

A value that uniquely identifies the vendor. Depending on the location of the vendor, this value could be the vendor's tax id number, the vendor's VAT registration number, the vendor's DUNS number, the vendor's business registration number, or any other number to uniquely identify the vendor, preferably to its local taxing or governmental authority.

lf_id

NO

LAW_FIRM_ID (1998)

string/20

An optional field the law firm assigns to themselves to identify the firm.

lf_name

NO

LAW_FIRM_NAME (1998BI)

string/120

The name of the law firm.

@lf_address

NO

 

N/A

An address structure. See the @ADDRESS_INFO segment of this section.

@lf_remit_address

NO

 

N/A

An address structure. See the @ADDRESS_INFO segment of this section.

@lf_billing_contact

NO

 

N/A

A contact structure. See the @CONTACT_INFO segment of this section.

source_app

NO

 

string/25

The name of the program that generates this invoice. E.g. Elite

app_version

NO

 

string/10

The version of the source_app. E.g. 9.3b

firm_URL

NO

 

string/255

The law firm's website URL. Should always begin "http://www. ..."

file_item_nbr

NO

 

Integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @FIRM segment. See the @EXTEND_HEADER segment of this section.

@TAX

You can include zero or more segments for each type of tax for the invoices in the file.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

tx_id

NO

 

string/20, Unique

A unique identifier associated with the tax/rate/jurisdiction that the law firm assigns.

tax_id_number

NO

 

string/30

Tax ID number for the law firm or vendor associated with the specific tax.

tax_type

YES

LINE_ITEM_TAX_TYPE (1998)

string/30

Type of tax. Based on a value specified by the client. Examples in US: "Federal", "State", "Local". Examples in Canada: "GST", "HST", "PST", "TVQ".

tax_rate_percent

YES

tax_rate (XML 2000) and LINE_ITEM_TAX_TOTAL (1998)

decimal (1.4)

Percentage tax rate against charge, i.e. 7.25% tax_rate_percent would be represented as "0.0725".

taxing_jurisdiction_country

NO

EW

string/3

The country of the taxing jurisdiction. Use the ISO 3166 country code.

taxing_jurisdiction_locality

NO

taxing_jurisdiction (XML 2.0)

string/40

The locality of the taxing jurisdiction.

tax_on_tax

NO

 

string/1, "Y" or "N"

One or more taxes in a tax jurisdiction based on the sum of the corresponding invoice line item totals and any other tax amounts previously applied to those line item totals.

tax_on_tax_id

NO

 

string/20, unique

The tx_id of the tax included in the tax calculation for the current tx_id.

increase_decrease

YES

 

string/8, "Increase" or "Decrease"

Identifies whether the tax results in increasing or decreasing the matter/invoice.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@CLIENT

This segment includes the name, address, and contact information for a client and point of contact within a client.

You can submit more than one billed client in the same invoice file by including one or more segments per firm. The @CLIENT segment includes the @INVOICE segment.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

cl_id

YES

CLIENT_ID (1998)

string/20

The law firm, client, or third party assigned client code.

cl_lf_id

NO

 

string/20

A Vendor ID that uniquely identifies the law firm, as specified by the client. For example, the law firm's tax ID number or other value used by the client to uniquely identify the law firm.

Values required in this field may vary from client to client, but within a client's e-billing implementation, only one such unique ID is allowed per law firm. Some client AP systems maintain multiple vendor IDs for a law firm that could be, for example, location dependent. It is not intended that multiple lf_vendor_ids for the same law firm be supported by this field, as they would be impossible to program into the law firm's time and billing software. Clients must choose only one unique identifier per law firm to be used in this field.

cl_name

NO

CLIENT_NAME (1998BI)

string/120

The name of the client as required by the client in the electronic submission.

@cl_address

NO

 

N/A

An address structure. See the @ADDRESS_INFO segment of this section.

@client_contact

NO

 

N/A

A contact structure. See the @CONTACT_INFO segment of this section.

cl_tax_id

NO

CLIENT_TAX_ID (1998BI)

string/20

The client's tax ID number used to charge law firm taxes.

@extend_header

NO

 

N/A

Adds additional extensions to the @CLIENT segment. See the @EXTEND_HEADER segment of this section.

@INVOICE

This segment includes details about the invoice.

You can submit one or more invoices for each client by including one or more segments per client. The @INVOICE segment includes the @MATTER and @REGULATORY_STATEMENT segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

inv_id

YES

INVOICE_NUMBER (1998)

string/20

The invoice number or code assigned to the billing firm. Multiple invoice IDs can be billed in the same LEDES file. Typically, you can only bill one invoice ID per client ID in each LEDES file.

inv_date

YES

INVOICE_DATE (1998)

YYYYMMDD

The invoice date.

inv_due_date

NO

 

YYYYMMDD

The date assigned to the law firm by which the client must pay the invoice.

inv_currency

YES

INVOICE_CURRENCY (1998)

string/3

The currency for this invoice.

inv_other_iso

YES

INVOICE_TAX_CURRENCY (1998)

string/3

Must match the inv_currency field. Represents the ISO other than the currency used for this invoice.

inv_start_date

YES

BILLING_START_DATE (1998)

YYYYMMDD

The starting date for the billing period.

inv_end_date

YES

BILLING_END_DATE (1998)

YYYYMMDD

The ending date for the billing period.

inv_desc

YES

INVOICE_DESCRIPTION (1998)

string/2048

A descriptive summary of performed work.

tax_invoice_cl_name

NO

 

string/120

The name of the party paying VAT on the invoice.

@tax_invoice_cl_address

NO

 

N/A

An address structure. See the @ADDRESS_INFO segment of this section.

tax_invoice_cl_id

NO

 

string/20

The tax ID number for the tax_invoice_cl_name field.

bill_to_cl_name

NO

 

string/120

The name of the party billed on the invoice.

@bill_to_cl_address

NO

 

N/A

An address structure. See the @ADDRESS_INFO segment of this section.

bill_to_cl_id

NO

 

string/20

The tax id number for the @bill_to_cl_name field.

payable_by_cl_name

NO

 

string/120

The name of the party paying the invoice.

@payable_by_cl_address

NO

 

N/A

An address structure. See the @ADDRESS_INFO segment of this section.

payable_by_cl_id

NO

 

string/20

The tax id number for the payable_by_cl_name field.

tax_point_date

NO

 

date (YYYY-MM-DD)

The financial period in which the tax applies, generally the invoice date.

tax_invoice

NO

 

string/30, "This is a Tax Invoice" or "This is not a Tax Invoice"

Indicates whether or not the invoice is a tax invoice.

credit_note

NO

 

string/1, "Y" or "N"

Indicates whether an instrument is a credit note if it corrects a tax invoice.

inv_reference

NO

 

string/20

If the firm is submitting a credit note or an invoice that corrects an invoice previously rejected, enter the inv_id of the original invoice.

inv_payment_terms

NO

 

string/8 (NN.NN/NN)

Discount applied to the invoice paid within the stated number of days.

inv_total_tax

NO

INVOICE_TAX_TOTAL (1998)

decimal (money w/ 4 decimal precision)

The sum of @MATTER.matter_tax_on_fees + @MATTER. matter_tax_on_exp for this inv_id.

inv_total_tax_other_iso

NO

INVOICE_REPORTED_TAX_TOTAL (1998)

decimal (money w/ 4 decimal precision)

For mixed currency situations only where it is mandated you must report the total tax in a different currency ISO. The sum of all @MATTER.matter_tax_on_fees + @MATTER.matter_tax_on_exp for this inv_id in the ISO required by law.

inv_total_net_due

NO

INVOICE_TOTAL (1998)

money (w/ 4 decimal precision)

The sum of all @Matter.matter_total_due for this inv_id.

inv_total_net_due_other_iso

NO

 

decimal (money w/ 4 decimal precision)

For mixed currency situations only where it is mandated you must report the total invoice in a different currency ISO. The sum of all @MATTER.matter_total_due for this inv_id.

inv_image_file_name

NO

 

string/255

Indicates the name of the file with this invoice image so that the client can locate it.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @INVOICE segment. See the @EXTEND_HEADER segment of this section.

@REGULATORY_STATEMENT

This segment contains local, regional, or national regulations that require specific information on electronic invoices. You can include zero or more regulatory statements per invoice.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

regulation_heading

NO

 

string/500

The citation of the statute or regulation associated with the information provided in the next field.

regulatory_statement

NO

 

string/2000

The language required by statute or regulation that a law firm provides on an electronic invoice.

file_item_nbr

NO

 

integer, unique

The item count of this data element in the invoice file submission.

@MATTER

This segment identifies the matter/case information, associates it with the client and firm matter IDs, and contains aggregation totals.

You can submit each matter (cl_matter_id/lf_matter_id) billed to the invoice by including one or more segments per invoice. The @MATTER segment includes the @TAX_SUMMARY, @MATTER_DISC_CRED, @TKSUM, @FEE, and @EXPENSE segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

cl_matter_id

YES

CLIENT_MATTER_ID (1998)

string/25

The client assigned matter ID or case reference number. You can include multiple cl_matter_id's in the same invoice.

lf_matter_id

NO

LAW_FIRM_MATTER_ID (1998)

string/25

The matter code assigned to the law firm. You can include multiple lf_matter_id's in the same invoice.

matter_name

NO

MATTER_NAME (1998BI)

string/50

The descriptive name of the matter, e.g. "Jones v. Davidson", "Jamison Contract Proposal"

matter_desc

NO

 

string/4096

Description of the work performed this period.

po_number

NO

PO_NUMBER (1998)

string/100

The alphanumeric, client_assigned purchase order number or code.

account_type

YES

ACCOUNT_TYPE (1998BI)

string/1, "O" or "T" (own account or third party)

An identifier indicating the account type.

@lf_managing_contact

NO

 

N/A

A contact structure. See the @CONTACT_INFO segment of this section.

@lf_contact

NO

 

N/A

A contact structure. See the @CONTACT_INFO segment of this section.

@cl_contact

NO

 

N/A

A contact structure. See the @CONTACT_INFO segment of this section.

matter_billing_type

NO

 

string/4

"CT" (Contingency Fee), "FF" (Flat Fee), "GW" (Goodwill Work), "MPF" (Multi-Payor Fees), "TM" (Time & Materials), "" (defaults to TM)

Code indicating how to bill the matter.

matter_final_bill

NO

 

string/1

"Y" or "N"

Field that specifies whether this bill is final for the matter_id. A null value "" is treated as "N".

matter_total_detail_fees

NO

 

money (w/ 4 decimal precision)

Sum of all @Fee.Total_Amounts billed to this matter in this invoice.

matter_total_detail_exp

NO

 

money (w/ 4 decimal precision)

Sum of all @Expense.Total_Amounts billed to this matter in this invoice.

matter_disc_credit_fees

YES

matter_adj_on_fees (XML 2000) and LINE_ITEM_TOTAL (1998)

decimal (money w/ 4 decimal precision)

Sum of @MATTER_DISC_CRED.disc_credit_amount, where @MATTER_DISC_CRED.disc_credit_type equals "FEE" and (@MATTER_DISC_CRED.disc_cred is not "MISF", "MIDB", or "MIFA").

matter_disc_credit_exp

YES

matter_adj_on_exp (XML 2000) and LINE_ITEM_TOTAL (1998)

decimal (money w/ 4 decimal precision)

Sum of @MATTER_DISC_CRED.disc_credit_amount, where @MATTER_DISC_CRED.disc_credit_type equals "EXP" and (@MATTER_DISC_CRED.disc_cred is not "MISF", "MIDB", or "MIFA").

matter_disc_cred_total

NO

 

decimal (money w/ 4 decimal precision)

matter_disc_credit_total = matter_disc_credit_fees + matter_disc_credit_exp.

Represents the total of all discounts or credits applied to the matter/invoice, exclusive of reductions that are the result of fees shared with another client of the law firm.

matter_perc_shar_fees

YES

 

decimal (1.4)

@MATTER_DISC_CRED.disc_cred_percent, where @MATTER_DISC_CRED.disc_credit_type equals "Percent" and @MATTER_DISC_CRED.disc_credit_category equals "Fee" and @MATTER_DISC_CRED.disc_cred equals "MISF"

matter_perc_share_exp

YES

 

decimal (1.4)

@MATTER_DISC_CRED.disc_cred_percent, where @MATTER_DISC_CRED.disc_credit_type equals "Percent" and @MATTER_DISC_CRED.disc_credit_category equals "Exp" and @MATTER_DISC_CRED.disc_cred equals "MISF"

matter_disc_bill_pct_fees

NO

 

decimal (1.4)

@MATTER_DISC_CRED.disc_cred_percent, where @MATTER_DISC_CRED.disc_credit_type equals "Percent" and @MATTER_DISC_CRED.disc_credit_category equals "Fee" and @MATTER_DISC_CRED.disc_cred equals "MIDB"

matter_disc_bill_pct_exp

NO

 

decimal (1.4)

@MATTER_DISC_CRED.disc_cred_percent_exp, where @MATTER_DISC_CRED.disc_credit_type equals "Percent" and @MATTER_DISC_CRED.disc_credit_category equals "Exp" and @MATTER_DISC_CRED.disc_cred equals "MIDB"

matter_tax_on_fees

NO

 

decimal (money w/ 4 decimal precision)

Sum of all @TAX_SUMMARY.total_tax_on_fees for matter/invoice.

matter_tax_on_exp

NO

 

decimal (money w/ 4 decimal precision)

Sum of all @TAX_SUMMARY.total_tax_on_expense for matter/invoice.

matter_net_fees

NO

 

decimal (money w/ 4 decimal precision)

matter_net_fees = (matter_total_detail_fees + matter_disc_credit_fees) * matter_perc_shar_fees + matter_tax_on_fees

matter_net_exp

NO

 

decimal (money w/ 4 decimal precision)

matter_net_exp = (matter_total_detail_exp + matter_disc_credit_exp) * matter_perc_shar_exp + matter_tax_on_exp)

matter_funds_applied

NO

 

decimal (money w/ 4 decimal precision)

Sum of all @MATTER_DISC_CRED.disc_cred_amount where disc_cred equals "MIFA"

matter_total_due

NO

 

money (w/ 4 decimal precision)

Net_fees + Net_exp

associated_line_items

NO

 

string/1, "Y" or "N"

Indicates if there are any fee or children of fee line items or expense or children of expense line items associated with this invoice.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @MATTER segment. See the @EXTEND_HEADER segment of this section.

@TAX_SUMMARY

This segment summarizes the total of items taxed and the tax applied to those items for a matter.

You submit one tax summary for each tx_id (in the @FEE and @EXPENSE segments) by including zero or more segments per matter.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

tx_id

YES

 

string/20

A unique identifier associated with the tax/rate/jurisdiction. Refers to @TAX.tx_id value.

Could be many @TAX_SUMMARY.tx_id entries per matter/invoice.

tax_total_detail_fees

NO

 

decimal (money w/ 4 decimal precision)

Total taxable amount of fees attributable to this tx_id.

tax_total_detail_fees = ((Sum of all @FEE.total_amounts where @TAX_ITEM_FEE.tx_id for the item equals this @TAX_SUMMARY.tx_id) + (sum of all @MATTER_DISC_CRED.disc_cred_amount where disc_cred_category = ""Fee"" and @TAX_MATTER_DISC_CRED.tx_id equals this @TAX_SUMMARY.tx_id)) * @MATTER.matter_perc_shar_fees on this matter/invoice. Certain taxes are calculated not only on line items, but also include another tax for these line items -- a "tax on tax" situation.

For example, in Canada both Quebec and Prince Edward Island have specific taxes calculated on the sum of the line items, plus the federal tax paid on those line items. In these situations, the tax_total_detail_fees figure stated should include the other tax attributable to the line items so that the math statement for total_tax_on_fees is correct.

total_tax_on_fees

YES

 

decimal (money w/ 4 decimal precision)

Total of tax due on tax_total_detail_fees for this tx_id.

tax_total_detail_expense

NO

 

decimal (money w/ 4 decimal precision)

Total taxable amount of expenses attributable to this tx_id.

tax_total_detail_expense = ((Sum of all @EXPENSE.total_amounts where @TAX_ITEM_FEE.tx_id for the item equals this @TAX_SUMMARY.tx_id) + (sum of all @MATTER_DISC_CRED.disc_cred_amount where disc_cred_category = "Exp" and @TAX_MATTER_DISC_CRED.tx_id equals this @TAX_SUMMARY.tx_id)) * @MATTER.matter_perc_shar_exp on this matter/invoice. Certain taxes are calculated not only on line items, but also include another tax for these line items -- a "tax on tax" situation.

For example, in Canada both Quebec and Prince Edward Island have specific taxes calculated on the sum of the line items, plus the federal tax paid on those line items. In situations like this, the tax_total_detail_exp figure stated should include the other tax attributable to the line items so that the math statement for total_tax_on_fees is correct.

total_tax_on_expense

YES

 

decimal (money w/ 4 decimal precision)

Total taxable amount of expenses attributable to this tx_id.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@MATTER_DISC_CRED

This segment summarizes adjustments (discounts, credits, etc.) made to the invoice at the matter level.

You submit one segment for each professional fee charge by including zero or more segments per matter. The @MATTER_DISC_CRED includes the @TAX_MATTER_DISC_CRED segment.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

disc_cred

NO

 

string/5

"MIA" (Matter/Invoice Adjustment), "MIB" (Matter/Invoice Bonus), "MICF" (Matter/Invoice Contingency Fee), "MICM" (Matter/Invoice Credit Memo), "MIDB" (Matter/Invoice Discounted Bill), "MIDHR" (Matter/Invoice Discounted Hourly Rate), "MIFA" (Matter/Invoice Funds Applied), "MIFF" (Matter/Invoice is billed at a Flat Fee), "MIF" (Matter/Invoice Retainer), "MISF" (Matter Invoice Shared Fee), "Other"

Used to track discounts and credits that the law firm may need to submit on the matter/invoice.

disc_cred_note

NO

 

string/255

Identification of the discount or credit identified in the disc_credit field as "Other", using codes specified by the client.

disc_cred_type

NO

 

string/8, "Percent" or "Flat"

Type of discount or credit applied to the matter/invoice.

disc_cred_category

NO

 

string/3

"Fee" or "Exp"

An indicator of whether the discount or credit applies to fees ("Fee") or expenses ("Exp").

increase_decrease

NO

 

string/8, "Increase" or "Decrease"

Identifies whether the disc_cred results in increasing the cost of the matter/invoice (and is therefore a charge applied at the matter/invoice-level) or decreasing the cost of the matter/invoice (and is therefore a reduction applied at the matter/invoice level).

pre_post_split

NO

 

string/10, "Pre-Split", "Post-Split", "NA"

Identifies whether the disc_cred is applied before ("Pre-Split") or after ("Post-Split) the MISF and MIDB percentages are applied to the invoice.

discount_percent

NO

 

decimal (1.4)

A percentage number expressing the percent discount applied to this matter/invoice, i.e. "0.15" reflects a 15% discount to the matter/invoice. This value is always a reduction to the invoice.

disc_cred_amount

NO

 

decimal (money w/ 4 decimal precision)

The total amount discounted/credited against or additional charges incurred for this disc_cred.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @MATTER_DISC_CRED segment. See the @EXTEND_HEADER segment of this section.

@TAX_MATTER_DISC_CRED

This segment identifies taxes applied to the adjustment in @MATTER_DISC_CRED.

You submit one segment for each type of tax by including zero or more segments per @MATTER_DISC_CRED.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

tx_id

NO

 

string/20

Taxes relevant to the fee item. Refers to the @TAX.tx_id value. Could be many @TAX_ITEM_FEE.tx_id entries per @MATTER_DISC_CRED.disc_cred item.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@TKSUM

This segment includes the name, level, and rate that timekeepers bill on the invoice.

You can submit one or more timekeepers for each matter by including one or more segments per matter.

Note: If the timekeeper bills at two different rates or two different levels on the same invoice, this section would have more than one rate or level for the timekeeper.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

tk_id

NO

TIMEKEEPER_ID (1998)

string/10

Unique ID of a person billed on this matter. The same tk_id may appear multiple times if the timekeeper's name, level, or rate changes during the billing period. The firm assigns this value, and it should remain the same for a biller for all work done within the firm (could be biller initials if the biller initials are unique across that firm).

tk_lname

NO

TIMEKEEPER_LAST_NAME (1998)

string/30

The last name of the timekeeper.

tk_fname

NO

TIMEKEEPER_FIRST_NAME (1998)

string/20

The first name of the timekeeper.

tk_level

NO

TIMEKEEPER_CLASSIFICATION (1998)

string/15

The level of the timekeeper.

Valid values include the following:

Partner

Associate

Of Counsel

Paralegal

Legal Assistant

Secretary

Clerk

Other

tk_rate

NO

LINE_ITEM_UNIT_COST (1998)

decimal (money w/ 4 decimal precision)

The contracted hourly rate the timekeeper bills for this matter prior to any discounts or adjustments, e.g. "120.0000"

Note: It is possible for a timekeeper to bill at more than one tk_rate during a given invoice period.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @TKSUM segment. See the @EXTEND_HEADER segment of this section.

@FEE

This segment identifies individual fee charges.

You can submit amounts for each professional fee charge by including one or more segments per invoice. The @FEE segment includes the @FEE_ITEM_DISC_CRED and @TAX_ITEM_FEE segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

charge_date

YES

LINE_ITEM_DATE (1998)

YYYYMMDD

Date of the service.

tk_id

YES

TIMEKEEPER_ID (1998)

string/10

Unique ID for the person performing the service billed for this line item.

tk_level

NO

TIMEKEERP_CLASSIFICATION (1998)

string/15

The level of the timekeeper. Valid values include Partner, Associate, Of Counsel, Paralegal, Legal Assistant, Secretary, Clerk, and Other.

work_location_country

NO

 

string/3

The country where work associated with the fee item was performed. Use ISO 3166 country code set forth by International Standards Organization (www.iso.org).

work_location_locality

NO

fee_work_location (XML 2.0)

string/40

The location where work associated with the fee item was performed to support the taxes appearing in the @TAX_ITEM_FEE Segment.

charge_desc

YES

LINE_ITEM_DESCRIPTION (1998)

string/15K

Narrative description of the service provided for this line item.

task_code

YES

acca_task (XML 2000) and LINE_ITEM_TASK_CODE (1998)

string/4

Task code for this line item, e.g., L110. Only one code per line item.

task_activity

YES

acca_activity (XML 2000) and LINE_ITEM_ACTIVITY_CODE (1998)

string/4

Activity code for this line item, e.g. A101. Only one code per line item.

charge_type

NO

 

string/1

U=unit price, F=fixed charge

Note: Most line items are unit price.

units

YES

LINE_ITEM_NUMBER_OF_UNITS (1998)

float (4.2) (NN.NN)

Hours billed to this line item, e.g. "3.4".

(Use "0.0" for fixed charge)

rate

YES

LINE_ITEM_UNIT_COST (1998)

float (10.4) (NNNNNN.NNNN)

The timekeeper rate for this line item, e.g. "120.00"

(Use "0.0" for fixed charge)

base_amount

NO

 

float (12.4)

If charge_type is "U", then base_amount = hours * rate.

If charge type is "F", then base_amount is a fixed amount. E.g. "300.00".

item_disc_cred_amount

YES

discount_amount (XML 2000) and LINE_ITEM_ADJUSTMENT_AMOUNT (1998)

decimal (money w/ 4 decimal precision)

Sum of all @FEE_ITEM_DISC_CRED.disc_cred_amounts for this fee item.

total_amount

NO

 

decimal (money w/ 4 decimal precision)

The final billed value of the fee items after application of all @FEE_ITEM_DISC_CRED.disc_cred_amounts. Does not include @MATTER_DISC_CRED.disc_cred_amounts or taxes on the fee item.@FEE.total_amount = @FEE.base_amount + @FEE.item_disc_cred_amount

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @FEE segment. See the @EXTEND_HEADER segment of this section.

@FEE_ITEM_DISC_CRED

This segment summarizes adjustments (discounts, credits, etc.) made to the invoice at the fee item level.

You submit one segment for each fee item by including zero or more segments per matter.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

disc_cred

NO

 

string/5

Valid values are FID, FIFF, FIA, FIDHR, Other

The disc_credit field tracks discounts and credits that the law firm may need to submit on the fee item. FID (Fee Item Discount - client receives a percentage discount that is assessed at the fee item level), FIFF (Fee Item is billed at a Flat Fee), FIA (Fee item Adjustment - a flat adjustment (reduction or credit) applied to the fee item), FIDHR (Fee Item Discounted Hourly Rate - the discounted hourly rate applied to the fee item), or OTHER.

disc_cred_note

NO

 

string/255

Identification of the discount or credit identified in the disc_credit field as "Other"", using codes specified by the client.

disc_cred_type

YES

@FEE.discount_type

string/8, "Percent" or "Flat"

Type of discount or credit applied to the fee item.

increase_decrease

NO

NEW

string/8, "Increase" or "Decrease"

Identifies whether the disc_cred results in increasing the cost of the fee item or decreasing the cost of the fee item.

discount_percent

YES

@FEE.discount_percent

decimal (1.4)

A percentage number expressing the percent discount provided to this charge, i.e., 0.15 reflects a 15% discount to the charge. This value is always a reduction to the invoice.

disc_cred_amount

YES

@FEE.discount_amount and LINE_ITEM_ADJUSTMENT_AMOUNT (1998)

decimal (money w/ 4 decimal precision)

The total amount discounted or credited for this disc_cred. Discounts or reductions should be a negative number; credits should be a positive number. i.e., -150.0000 reflects a $150 disc_cred, 150.0000 reflects a $150 credit.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@TAX_ITEM_FEE

This segment identifies taxes applied to the adjustment in @FEE.

You can submit a segment for a fee item by including zero or more segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

tx_id

NO

 

string/20

Taxes relevant to the fee item. Refers to the @TAX.tx_id value. Could be many @TAX_ITEM_FEE.tx_id entries per fee item.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@EXPENSE

This segment identifies individual expense charges.

You can submit amounts for each expense charge by including one or more segments per invoice. The @EXPENSE segment includes the @EXPENSE_ITEM_DISC_CRED and @TAX_ITEM_EXPENSE segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

charge_date

YES

LINE_ITEM_DATE (1998)

date

(YYYY-MM-DD)

Date of the service.

tk_id

YES

TIMEKEEPER_ID (1998)

string/10

Unique ID for the timekeeper.

tk_level

NO

TIMEKEEPER_CLASSIFICATION (1998)

string/15

The level of the timekeeper.

Valid values include Partner, Associate, Of Counsel, Paralegal, Legal Assistant, Secretary, Clerk, and Other.

work_location_country

NO

 

string/3

The country where work associated with the expense was performed. Use the ISO 3166 country code set forth by International Standards Organization (www.iso.org).

work_location_locality

NO

work_location (XML 2.0)

string/40

The location where work associated with the expense was performed to support the taxes appearing in the @TAX_ITEM_EXPENSE s.

charge_desc

YES

LINE_ITEM_DESCRIPTION (1998)

string/15K

Narrative description of the expense charged by this line item.

task_code

YES

acca_task (XML 2000) and LINE_ITEM_TASK_CODE (1998)

string/4

Task code for this line item, e.g., L110. Only one code per line item.

expense_code

YES

acca_expense (XML 2000) and LINE_ITEM_EXPENSE_CODE (1998)

string/4

Expense code for this line item, e.g.,E101. Only one code per line item.

charge_type

NO

 

string/1

U=unit price, F=fixed charge

units

YES

LINE_ITEM_NUMBER_OF_UNITS (1998)

decimal (4.2) (NNNN.NN)

Quantity of units billed to this line item.

rate

YES

LINE_ITEM_UNIT_COST (1998)

decimal (money w/ 4 decimal precision)

Rate for this line item.

base_amount

NO

 

decimal (money w/ 4 decimal precision)

The original WIP value of the expense entry before adjustments or discounts of any sort apply.

If charge_type is U, then base_amount = units * rate prior to any adjustments or discounts.

If charge type is F, then base_amount is a fixed amount. e.g., 300.0000.

item_disc_cred_amount

YES

discount_amount (XML 2000) and LINE_ITEM_ADJUSTMENT_AMOUNT (1998)

decimal (money w/ 4 decimal precision)

Total of all @EXPENSE_ITEM_DISC_CRED.disc_cred_amount for this expense item.

Does not include

@MATTER_DISC_CRED.disc_cred_amounts.

total_amount

NO

 

decimal (money w/ 4 decimal precision)

The final billed value of the expense entry after the application of all @EXPENSE_ITEM_DISC_CRED.disc_cred_amount.

Does not include @MATTER_DISC_CRED.disc_cred_amounts or taxes on the expense item @EXPENSE.total_amount = @EXPENSE.base_amount + @EXPENSE.item_disc_cred_amount

payee_name

NO

 

string/120

The name of the payee for the expense item.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@extend_header

NO

 

N/A

Adds additional extensions to the @EXPENSE segment. See the @EXTEND_HEADER segment of this section.

@EXPENSE_ITEM_DISC_CRED

This segment summarizes adjustments (discounts, credits, etc.) made to the invoice at the expense item level.

You submit one segment for each expense item by including zero or more segments per matter.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

disc_cred

NO

 

string/5

The disc_credit field tracks discounts and credits that the law firm may need to submit on the expense item.

Valid values include the following:

  • EID—Expense Item Discount - client receives a percentage discount that is assessed at the expense item level
  • EIFF—Expense Item is billed at a Flat Fee
  • EIA—Expense Item Adjustment - a flat adjustment (reduction or credit) applied to the fee item
  • EIDHR—Expense Item Discounted Hourly Rate - the discounted hourly rate applied to the expense item
  • OTHER

disc_cred_note

NO

 

string/255

An explanation of the discount or credit, using codes the client specifies.

disc_cred_type

YES

@EXPENSE.discount_type (XML 2000)

string/8

Type of discount or credit applied to the expense item. Valid values are Percent and Flat.

increase_decrease

NO

 

string/8, "Increase" or "Decrease"

Identifies whether the disc_cred results in increasing the cost of the fee item or decreasing the cost of the fee item.

disc_cred_percent

YES

@EXPENSE.discount_percent (XML 2000)

decimal (1.4)

A percentage number expressing the percent discount provided to this charge, i.e., 0.15 reflects a 15% discount to the charge. This value is always a reduction to the invoice.

disc_cred_amount

YES

@EXPENSE.discount_amount (XML 2000) and LINE_ITEM_ADJUSTMENT_AMOUNT (1998)

decimal (money w/ 4 decimal precision)

The total amount discounted or credited for this disc_cred.

Discounts or reductions should be a negative number; credits should be a positive number. I.e., -150.0000 reflects a $150 discount, 150.0000 reflects a $150 credit.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@TAX_ITEM_EXPENSE

This segment identifies taxes applied to the adjustment in @EXPENSE.

You can submit a segment for an expense item by including zero or more segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

tx_id

NO

 

string/20

Taxes relevant to the expense item. Refers to the @TAX.tx_id value. Could be many @TAX_ITEM_EXPENSE.tx_id entries per expense item.

file_item_nbr

NO

 

integer, Unique

The item count of this data element in the invoice file submission.

@ADDRESS_INFO

This section applies to the @LF_ADDRESS, @LF_REMIT_ADDRESS, and @CL_ADDRESS segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

address_1

NO

LAW_FIRM_ADDRESS_1 (1998) and CLIENT_ADDRESS_1 (1998)

string/60

The street address of the parent segment.

address_2

NO

LAW_FIRM_ADDRESS_2 (1998) and CLIENT_ADDRESS_2 (1998)

string/60

Optional second street address of the parent segment.

address_3

NO

 

string/60

Optional third street address of the parent segment.

city

NO

LAW_FIRM_CITY (1998) and CLIENT_CITY (1998)

string/40

The city of the parent segment.

state_province

NO

LAW_FIRM_STATEorREGION (1998) and CLIENT_STATEorREGION (1998)

string/40

The state or province of parent segment. Required except in countries without an equivalent address component. Use accepted abbreviations mandated by the parent country's postal service.

zip_postal_code

NO

LAW_FIRM_POSTCODDE (1998) and CLIENT_POSTCODE (1998)

string/20

The postal code of parent segment. Required except in countries without an equivalent address component.

country

NO

LAW_FIRM_COUNTRY (1998) and CLIENT_COUNTRY (1998)

string/3

The country of parent segment. Use the ISO 3166 country code set forth by International Standards Organization (www.iso.org).

phone

NO

 

string/20

The phone number of the parent segment.

fax

NO

 

string/20

The fax number of the parent segment.

file_item_number

NO

 

integer, unique

The item count of this data element in the invoice file submission.

@CONTACT_INFO

This section applies to the @LF_BILLING_CONTACT, @LF_MANAGING_CONTACT, @LF_CONTACT, @CLIENT_CONTACT and @CL_CONTACT segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

contact_lname

NO

lf_billing_contact_lname (XML 2000) and cl_contact_lname (XML 2000) and lf_managing_contact_lname (XML 2000) and cl_contact_lname (XML 2000)

string/30

The last name of the contact.

contact_fname

NO

lf_billing_contact_fname (XML 2000) and cl_contact_fname (XML 2000) and lf_managing_contact_fname (XML 2000) and cl_contact_fname (XML 2000)

string/20

The first name of the contact.

contact_id

NO

lf_billing_contact_id (XML 2000) and lf_contact_id (XML 2000) and cl_contact_id (XML 2000)

string/15

An ID associated with the contact.

contact_phone

NO

lf_billing_contact_phone (XML 2000) and lf_contact_phone (XML 2000) and cl_contact_phone (XML 2000)

string/20

The phone number of the contact.

contact_fax

NO

lf_billing_contact_fax (XML 2000)

string/20

The fax number of the contact.

contact_email

NO

lf_billing_contact_email (XML 2000) and cl_contact_email (XML 2000) and lf_contact_email (XML 2000) and cl_contact_email (XML 2000)

string/60

The email address of the contact.

file_item_number

NO

 

integer, unique

The item count of this data element in the invoice file submission.

@EXTEND_HEADER

This segment adds additional extensions to other segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

vendor

NO

 

string

Defines the name of a vendor associated with the data, e.g., E-billing Vendor or Realestate.com.

app

NO

 

string

Defines the name of an application associated with the data, e.g., E-billing or Realestate Online.

sequence

NO

 

string

Defines a sequence of use.

date

NO

 

date (YYYY-MM-DD)

Defines a date associated with the overall extend_header and associated extend_data elements in this segment.

@extend_data

NO

 

N/A

Provides the name value pairs. (See the @EXTEND_DATA segment.)

@EXTEND_DATA

This segment provides name/value pairs to other segments.

Field Name

Used by Collaborati?

Previous Field Names

Data Type/Max Characters

Description

ext_name

NO

 

string

Provides the name of the variable.

ext_value

NO

 

string

Provides the value of the variable.

file_item_nbr

NO

 

integer, unique

The item count of this data element in the invoice file submission.

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