LEDES 2000 Format

@FIRM

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

Field Name	Used by Collaborati?	Previous Field Names	Data Type/Max Characters	Description
lf_tax_id	NO		string/20	The billing firm's federal tax id. For a non-USA firm - a code that the firm will use to uniquely identify itself to it's clients.
lf_id	NO	LAW_FIRM_ID (1998)	string/20	An optional field the law firm assigns to themselves for identification purposes.
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_lname	NO		string/30	The last name of the law firm's primary billing contact.
lf_billing_contact_fname	NO		string/20	The first name of the law firm's primary billing contact.
lf_billing_contact_id	NO		string/15	An ID associated with primary billing contact inside the firm. It is a Firm assigned value.
lf_billing_contact_phone	NO		string/20	The phone number of the firm's billing contact.
lf_billing_contact_fax	NO		string/20	The fax number of the firm's billing contact.
lf_billing_contact_email	NO		string/60	The email address of the firm's billing contact.
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_Application. E.g. 9.3b
@extend_header	NO		N/A	Adds additional extensions to the @FIRM segment. See the @EXTEND_HEADER segment of this section.

@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 file. 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	An optional field to carry a client's assigned firm ID, which allows the firm to not collide their own number.
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.
cl_email	NO		string/60	The email address of the client.
cl_contact_lname	NO		string/30	Client contact's last name.
cl_contact_fname	NO		string/20	Client contact's first name.
cl_tax_id	NO	CLIENT_TAX_ID (1998BI)	string/20	Client taxpayer ID.
@extend_header	NO		N/A	Adds additional extensions to the @FIRM 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_generic_discount	YES		float	Generic discount given to all charges represented within this invoice AND not already reflected in the charges below. A value of .10 represents a 10% discount.
inv_total_net_due	NO	INVOICE_TOTAL (1998)	money (w/ 4 decimal precision)	The sum of all @Matter.matt_total_due*(1-gen_discount) for this invoice_id.
@extend_header	NO		N/A	Adds additional extensions to the @FIRM segment. See the @EXTEND_HEADER segment of this section.
inv_id	YES	INVOICE_NUMBER (1998)	string/20	The billing firm assigned invoice number or code. Multiple Invoice IDs can be billed in the same LEDES file. Typically only one Invoice ID is billed per client_id in each LEDES file.
inv_desc	YES	INVOICE_DESCRIPTION (1998)	string/255	A descriptive summary of work performed.
inv_currency	YES	INVOICE_CURRENCY (1998)	string/3	The currency for this invoice.
inv_payment_terms	NO		string/5 (NN/NN)	Discount applied to the invoice if paid within the stated number of days. E.g. 10/30 would indicate that the firm will accept a 10% discount of total_net_due if paid within 30 days of the invoice_date.
inv_date	YES	INVOICE_DATE (1998)	YYYYMMDD	The invoice date.
inv_due_date	NO		YYYYMMDD	The law firm assigned date the invoice is due.
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.

@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 @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.
lf_matter_id	NO	LAW_FIRM_MATTER_ID (1998)	string/25	The law firm assigned matter code. Multiple lf_matter_id's can be billed 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_lname	NO		string/30	The last name of the individual in the firm who has primary responsibility for managing the matter.
lf_managing_contact_fname	NO		string/20	The first name of the individual in the firm who has primary responsibility for managing the matter.
lf_contact_id	NO		string/20	Unique id of the firm managing contact.
lf_contact_phone	NO		string/20	The phone number of the firm managing contact.
lf_contact_email	NO		string/60	The email address of the firm managing contact.
cl_matter_var_1	NO		string/50	First of two variables used to pass a client-specific value in the core matter segment. This value would expect to be a data attribute of the matter.
cl_matter_var_2	NO		string/50	Second of two variables used to pass a client-specific value in the core matter segment. This value would expect to be a data attribute of the matter.
cl_contact_lname	NO		string/30	The last name of the individual who has primary responsibility for managing the matter for the client.
cl_contact_fname	NO		string/20	The first name of the individual who has primary responsibility for managing the matter for the client.
cl_contact_id	NO		string/20	An ID value used to detail an individual within the receiving client's shop.
cl_contact_phone	NO		string/20	The phone number of the client contact.
cl_contact_email	NO		string/60	The email of the client contact.
eft_agreement_number	NO		string/20	Id of a previously executed Electronic Funds Transfer agreement.
matter_billing_type	NO		string/4	Code indicating how the matter is billed. 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 to specify whether this bill is the final bill for the matter_id. This field treats a null value 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_tax_on_fees	NO		money (w/ 4 decimal precision)	Tax on total_detail_fees. e.g. "532.26". Should be the sum of the tax_on_charge detail fee segments.
matter_tax_on_exp	NO		money (w/ 4 decimal precision)	Tax on total_detail_exp. e.g. "23.45". Should be the sum of the tax_on_charge detail expense segments.
matter_adj_on_fees	YES	LINE_ITEM_TOTAL (1998)	money (w/ 4 decimal precision) Positive or negative numbers	Monetary adjustment to total_detail_fees. E.g. "1245.98" or "-345.34"
matter_adj_on_exp	YES	LINE_ITEM_TOTAL (1998)	money (w/ 4 decimal precision) Positive or negative numbers	Monetary adjustment to total_detail_exp. Can be a positive or negative number. A negative number reflects a discount.
matter_perc_shar_fees	NO		float (1.00 - 0.00)	This field is used for split fee agreements. For example, if the client is responsible for only 50% of the fees billed to the matter, the correct value is ".50". No value will imply 1.00 (100%).
matter_perc_shar_exp	NO		float (1.00 - 0.00)	This field is used to for split expense agreements. For example, if the client is responsible for only 50% of the fees billed to the matter, the correct value is ".50". No value will imply 1.00 (100%).
matter_net_fees	NO		money (w/ 4 decimal precision)	((total_detail_fees + adj_on_fees) * (perc_shar_fees) + tax_on_fees)
matter_net_exp	NO		money (w/ 4 decimal precision)	((total_detail_exp + adj_on_exp) * (perc_shar_exp) + tax_on_exp)
matter_total_due	NO		money (w/ 4 decimal precision)	Net_fees + Net_exp
@extend_header	NO		N/A	Adds additional extensions to the @MATTER segment. See the @EXTEND_HEADER segment of this section.

@TKSUM

This segment includes the name, level, rate, sum of hours, and costs billed by individuals 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 billing 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 the value should remain the same for 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)	float (12.4)	An hourly rate this timekeeper bills for this matter. E.g. "120.00" Note: It is possible for a timekeeper to bill at more than one hourly rate during a given invoice period.
tk_hours	NO		float (12.2)	The total hours billed at a given tk_rate to this matter by the timekeeper for this invoice. E.g. "12.2".
tk_cost	NO		float (12.4)	Tk_rate * tk_hours, E.g. "1464.00".
@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.

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.
charge_desc	YES	LINE_ITEM_DESCRIPTION (1998)	string/255	Narrative description of the service provided for this line item.
acca_task	YES	LINE_ITEM_TASK_CODE (1998)	string/4	Task code for this line item, e.g. "L110". Only one code per line item.
acca_activity	YES	LINE_ITEM_ACTIVITY_CODE (1998)	string/4	Activity code for this line item, e.g. "A101". Only one code per line item.
cl_code_1	NO		string/10	Optional client code for this line item.
cl_code_2	NO		string/10	Optional client code for this line item.
charge_type	NO		string/1	Whether or not the line item is a unit price or a fixed charge. ("U"=unit price, "F"= fixed charge)
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".
discount_type	YES		string/8	Type of discount, if any, applied to the base_amount. Valid values are "", "Percent" and "Flat".
discount_amount	YES	LINE_ITEM_ADJUSTMENT_AMOUNT (1998)	float (12.4)	A discount amount in dollars, e.g., "150.00" reflects a $150 discount.
discount_percent	YES		float (8.4)	A percentage number expressing the percent discount provided to this charge, e.g., '.15' would reflect a 15% discount to the charge.
total_amount	NO		float (12.4	If discount_type is null, then total_amount=base_amount. If discount type = "Percent", then total_amount = base_amount * (1 - discount_percent). If discount type = "Flat", then total amount = base_amount - discount_amount
tax_rate	NO	LINE_ITEM_TAX_RATE (1998)	float	Percentage tax rate against charge. No value defaults to 0.00, which represents 'not taxed'. 7.25% tax rate would be represented as ".0725".
tax_on_charge	NO	LINE_ITEM_TAX_TOTAL (1998)	float	Result of applying tax_rate against total_amount. total_amount*tax_rate. No value defaults to 0.00, which represents 'not taxed'. A charge with a 'total_amount' of 200.00 with 'tax_rate' of .075 would have a value for tax_on_charge of "15.00".
@extend_header	NO		N/A	Adds additional extensions to the @FEE segment. See the @EXTEND_HEADER segment of this section.

@EXPENSE

This segment identifies individual expense charges.

You can submit amounts for each expense charge by including one or more segments per invoice.

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.
charge_desc	YES	LINE_ITEM_DESCRIPTION (1998)	string/255	Narrative description of the service provided for this line item.
acca_task	YES	LINE_ITEM_TASK_CODE (1998)	string/4	Task code for this line item, e.g. "L110". Only one code per line item.
acca_expense	YES	LINE_ITEM_EXPENSE_CODE (1998)	string/4	Expense code for this line item, e.g. "A101". Only one code per line item.
cl_code_1	NO		string/10	Optional client code for this line item.
cl_code_2	NO		string/10	Optional client code for this line item.
charge_type	NO		string/1	Whether or not the line item is a unit price or a fixed charge. ("U"=unit price, "F"= fixed charge)
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".
discount_type	YES		string/8	Type of discount, if any, applied to the base_amount. Valid values are "", "Percent" and "Flat".
discount_amount	YES	LINE_ITEM_ADJUSTMENT_AMOUNT (1998)	float (12.4)	A dollar amount the charge is being discounted, e.g., "150.00" reflects a $150 discount.
discount_percent	YES		float (8.4)	A percentage number expressing the percent discount provided to this charge, e.g., '.15' would reflect a 15% discount to the charge.
total_amount	NO		float (12.4)	If discount_type is null, then total_amount=base_amount. If discount type = "Percent", then total_amount = base_amount * (1 - discount_percent). If discount type = "Flat", then total amount = base_amount - discount_amount
tax_rate	NO	LINE_ITEM_TAX_RATE (1998)	float	Percentage tax rate against charge. No value defaults to 0.00, which represents 'not taxed'. 7.25% tax rate would be represented as ".0725".
tax_on_charge	NO	LINE_ITEM_TAX_TOTAL (1998)	float	Result of applying tax_rate against total_amount. total_amount*tax_rate. No value defaults to 0.00, which represents 'not taxed'. A charge with a 'total_amount' of 200.00 with 'tax_rate' of .075 would have a value for tax_on_charge of "15.00".
@extend_header	NO		N/A	Adds additional extensions to the @EXPENSE segment. See the @EXTEND_HEADER segment of this section.

@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 and CLIENT_ADDRESS_1 (1998)	string/60	The street address of the parent segment.
address_2	NO	LAW_FIRM_ADDRESS_2 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 of the parent segment.
zip_postal_code	NO	LAW_FIRM_POSTCODE (1998) and CLIENT_POSTCODE (1998)	string/20	The postal code of the parent segment.
country	NO	LAW_FIRM_COUNTRY (1998) and CLIENT_COUNTRY (1998)	string/3	The country of the parent segment.
phone	NO		string/20	The phone number of the parent segment.
fax	NO		string/20	The fax number of the parent segment.

@EXTEND_HEADER

This segment adds additional extensions to other segments.

Field Name	Used by Collaborati?	Previous Field Names	Data Type/Max Characters	Description
@extend_data	NO		N/A	Used to provide the name value pairs. (See @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.