lf_office_id

NO

lf_tax_id (XML 2000)

string/25

A value that uniquely identifies the office. Depending on the location of the office, this value could be the office's tax id number, the office's VAT registration number, the office's DUNS number, the office's business registration number, or any other number to uniquely identify the office, 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.

NO

string/20, Unique

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

NO

string/30

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

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".

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".

NO

EW

string/3

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

NO

taxing_jurisdiction (XML 2.0)

string/40

The locality of the taxing jurisdiction.

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.

NO

string/20, unique

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

YES

string/8, "Increase" or "Decrease"

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

NO

integer, Unique

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

NO

string/500

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

NO

string/2000

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

NO

integer, unique

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

string/25

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

string/25

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

string/50

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

string/4096

Description of the work performed this period.

string/100

The alphanumeric, client_assigned purchase order number or code.

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

An identifier indicating the account type.

N/A

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

N/A

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

N/A

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

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.

string/1

"Y" or "N"

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

money (w/ 4 decimal precision)

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

money (w/ 4 decimal precision)

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

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").

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").

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.

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"

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"

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"

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"

decimal (money w/ 4 decimal precision)

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

decimal (money w/ 4 decimal precision)

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

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

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)

decimal (money w/ 4 decimal precision)

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

money (w/ 4 decimal precision)

Net_fees + Net_exp

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.

integer, Unique

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

N/A

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

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.

NO

string/255

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

YES*

*Only works with flat fees

@FEE.discount_type

string/8, "Percent" or "Flat"

Type of discount or credit applied to the fee item.

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.

YES*

*Not currently working

@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.

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.

NO

integer, Unique

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

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.

NO

integer, Unique

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

YES

LINE_ITEM_DATE (1998)

date

(YYYY-MM-DD)

Date of the service.

YES

TIMEKEEPER_ID (1998)

string/10

Unique ID for the timekeeper.

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.

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).

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.

YES

LINE_ITEM_DESCRIPTION (1998)

string/15K

Narrative description of the expense charged by this line item.

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.

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.

NO

string/1

U=unit price, F=fixed charge

YES

LINE_ITEM_NUMBER_OF_UNITS (1998)

decimal (4.2) (NNNN.NN)

Quantity of units billed to this line item.

YES

LINE_ITEM_UNIT_COST (1998)

decimal (money w/ 4 decimal precision)

Rate for this line item.

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.

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.

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

NO

string/120

The name of the payee for the expense item.

NO

integer, Unique

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

NO

N/A

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

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

NO

string/255

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

YES*

*Only works with flat fees

@EXPENSE.discount_type (XML 2000)

string/8

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

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.

YES*

*Not currently working

@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.

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.

NO

integer, Unique

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

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.

NO

integer, Unique

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

NO

LAW_FIRM_ADDRESS_1 (1998) and CLIENT_ADDRESS_1 (1998)

string/60

The street address of the parent segment.

NO

LAW_FIRM_ADDRESS_2 (1998) and CLIENT_ADDRESS_2 (1998)

string/60

Optional second street address of the parent segment.

NO

string/60

Optional third street address of the parent segment.

NO

LAW_FIRM_CITY (1998) and CLIENT_CITY (1998)

string/40

The city of the parent segment.

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.

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.

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).

NO

string/20

The phone number of the parent segment.

NO

string/20

The fax number of the parent segment.

NO

integer, unique

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

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.

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.

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.

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.

NO

lf_billing_contact_fax (XML 2000)

string/20

The fax number of the contact.

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.

NO

integer, unique

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

NO

string

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

NO

string

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

NO

string

Defines a sequence of use.

NO

date (YYYY-MM-DD)

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

NO

N/A

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

NO

string

Provides the name of the variable.

NO

string

Provides the value of the variable.

NO

integer, unique

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