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LEDES XML 2.0 Format

This section describes the fields that make up a single row in a LEDES XML E-Billing 2.0 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 or used by the vendor to uniquely identify itself, preferably to its local taxing or governmental authority.

lf_id

NO

LAW_FIRM_ID (1998)

string/20

An optional field assigned by the law firm to themselves to identify the firm.

lf_name

NO

LAW_FIRM_NAME (1998BI)

string/60

The name of 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 used to generate this invoice. E.g. Elite

app_version

NO

 

string/10

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

firm_URL

NO

 

string/50

The law firm's website URL, which 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, assigned by the law firm.

tax_id_number

NO

 

string/30

Tax ID Number for law firm or vendor associated with 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

NO

 

string/60

Name of the taxing jurisdiction. Use accepted abbreviations for a state or province mandated by the country's postal service; do not abbreviate country names. For Canadian PST, taxing_jurisdiction for Ontario would be "ON"; for Local tax in New York City, taxing_jurisdiction would be "New York"; for state tax in Georgia, taxing_jurisdiction would be "GA"; for VAT tax in France, taxing_jurisdiction would be "France".

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 the client specifies. Could be the law firm's tax id number or other value the client uses 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. Clients must choose only one unique identifier per law firm for this field.

cl_name

NO

CLIENT_NAME (1998BI)

string/60

The name of the client.

@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 to which law firm taxes are charged.

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 @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 segment.

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. You can bill multiple Invoice_Id's 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 due date of the invoice assigned to the law firm, which is to be paid by the client.

inv_currency

YES

INVOICE_CURRENCY (1998)

string/3

The currency 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/255

A descriptive summary of performed work.

inv_payment_terms

NO

 

string/5 (NN/NN)

Discount applied to an invoice paid within the stated number of days. "10/30" would indicate that the firm will accept a 10% discount of inv_total_net_due if paid within 30 days of the invoice_date. You cannot use this field if you charge any tax against any matter/invoice that is part of this inv_id.

The law firm cannot apply this reduction to the invoice because it is dependent on the payment turnaround by the client; this field represents an additional discount that the client's accounts payable system or third party e-billing vendor must apply if the payment terms are met.

You cannot use this field if any tax is charged against any matter/invoice that is part of this inv_id.

inv_total_tax

NO

INVOICE_TAX_TOTAL (1998)

decimal (money w/ 4 decimal precision)

The sum of all @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)

This field is for mixed currency situations only where it is mandated that the total tax must also be reported 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 that you must report the total invoice in a different currency ISO. The sum of all @MATTER.matter_total_due for this inv_id.

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.

@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 matter id or case reference number assigned to the client. You can bill 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 bill 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/255

Description of work performed this period.

@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

Code indicating how to bill the matter.

Valid values and their descriptions include the following:

  • "TM" (time & materials)
  • "FF" (flat fee)
  • "CT" (contingency)
  • "FS" (fee sharing)

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)

positive or negative numbers

Sum of all @MATTER_DISC_CRED.disc_credit_amount, where @MATTER_DISC_CRED.disc_credit_type equals "EXP" and @MATTER_DISC_CRED.disc_cred is not "MISF".

matter_disc_credit_exp

YES

matter_adj_on_exp (XML 2000) and LINE_ITEM_TOTAL (1998)

decimal (money w/ 4 decimal precision)

positive or negative numbers

Sum of all @MATTER_DISC_CRED.disc_credit_amount, where @MATTER_DISC_CRED.disc_credit_type equals "EXP" and @MATTER_DISC_CRED.disc_cred is not "MISF".

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 (1.2)

(1.00 - 0.00)

@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 = "MISF"

matter_perc_share_exp

YES

 

decimal (1.2)

(1.00 - 0.00)

@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 = "MISF"

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_total_due

NO

 

money (w/ 4 decimal precision)

Net_fees + Net_exp

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 calculate 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 calculate not only on line items, but also include another tax for these line itemsa "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_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

The disc_credit field tracks discounts and credits that the law firm may need to submit on the matter/invoice, and it is structured in such a way that the segment supports many types of alternate fee arrangements.

  • MISF (Matter/Invoice Shared Fee—Fee is shared with another client and the client only pays a percentage of the bill, applied at the matter/invoice level),
  • MIDB (Matter/Invoice Discounted Bill—Client receives a percentage discount assessed at the matter/invoice level),
  • MIFF (Matter/Invoice—Billed at a Flat Fee)
  • MIA (Matter/Invoice Adjustment—A flat adjustment (reduction or credit), applied at the matter/invoice level),
  • MIDHR (Matter/Invoice Discounted Hourly Rate—A discounted hourly rate applied at the matter/invoice level)
  • MIR (Matter/Invoice Retainer—A retainer to be paid to the law firm)
  • MICF (Matter/Invoice Contingency Fee—The contingency fee to be paid to the law firm)
  • MIB (Matter/Invoice Bonus—A bonus to be paid to the law firm)
  • MICM (Matter/Invoice Credit Memo—A credit memo for a specific purpose, as requested by the client on the matter)
  • Other

disc_cred_note

NO

 

string/255

Identification of the discount or credit when the disc_credit field is "Other", using codes specified by the client.

disc_cred_type

NO

 

string/8

Type of discount or credit, applied to the matter/invoice. Valid values are "Percent" and "Flat".

disc_cred_category

NO

 

string/3

"Fee" or "Exp"

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

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 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.

@extend_header

YES

 

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 a fee item. Refers to @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 across all work the biller does within the firm (could be biller initials if the biller initials will be 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 billed by this timekeeper 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

NEW

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.

fee_work_location

NO

 

string/30

The location of the performed work that supports the taxes appearing in the @TAX_ITEM_FEE segment. For example, in Canada appropriate values would be the Province; if City or other local tax is charged, the City would be the location. Use accepted abbreviations for the state or province that are mandated by the country's postal service; do not abbreviate country names.

charge_desc

YES

LINE_ITEM_DESCRIPTION (1998)

string/255

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 will be 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", base_amount = hours * rate.

If charge type is "F", 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. Does not include @MATTER_DISC_CRED.disc_cred_amounts.

total_amount

NO

 

decimal (money w/ 4 decimal precision)

The final billed value of the fee item 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

Description 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 (XML 2000)

string/8

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

discount_percent

YES

@FEE.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

@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 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

NO

 

string/30

The location of the performed work that supports the taxes appearing in the @TAX_ITEM_EXPENSE segment.

For example, in Canada appropriate values would be the Province; if City or other local tax is charged, the City would be the location. Use accepted abbreviations for the state or province that are mandated by the country's postal service; do not abbreviate country names.

charge_desc

YES

LINE_ITEM_DESCRIPTION (1998)

string/255

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 (2.2) (NN.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 that 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 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

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 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 specified by the client.

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.

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 expense item. Refers to @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.

country

NO

LAW_FIRM_COUNTRY (1998) and CLIENT_COUNTRY (1998)

string/30

The country of parent segment. Do not abbreviate except USA.

phone

NO

 

string/20

The phone number of the parent segment.

fax

NO

 

string/20

The fax number of the parent segment.

@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.

@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

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

app

NO

 

string

Provides 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.

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