LEDES 2000 Format Schema

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eCounsel LEDES 2000 Import Mapping Table 1

LEDES 2000				eCounsel
Field	Type	Required/ Optional	Comments	Database	Invoices Module
Firm Segment
lf_tax_id	Character * 25	Required	The billing firm's federal tax id. For non-USA firm's - a code that the firm will use to uniquely identify itself to its clients.	Validates against Entity.FederalNumber; rejects invoice if invalid	Base Info>Vendor
lf_id	Character * 20	Optional	An optional field assigned by the law firm to themselves to identify the firm.	If populated, validates against Entity.EntityNumber; rejects invoice if invalid	N/A
lf_name	Character * 60	Required	The name of Law firm	Not imported	N/A
@lf_address	N/A	Required	Address Structure	Not imported	Uses primary address from Contact Info
@lf_remit_address	N/A	Optional	Address Structure	Not imported	N/A
lf_billing_contact_lname	Character * 30	Optional	The last name of the law firm's primary billing contact.	Not imported	N/A
lf_billing_contact_fname	Character * 20	Optional	The first name of the law firm's primary billing contact.	Not imported	N/A
lf_billing_contact_id	Character * 15	Optional	An 'id' associated with primary billing contact person inside the firm. Firm assigned value.	Not imported	N/A
lf_billing_contact_phone	Character * 20	Optional	The phone number of the firm's billing contact.	Not imported	N/A
lf_billing_contact_fax	Character * 20	Optional	The fax number of the firm's billing contact.	Not imported	N/A
lf_billing_contact_email	Character * 60	Optional	The email address of the firm's billing contact.	Not imported	N/A
source_app	Character * 25	Required	The name of the program used to generate this invoice, e.g. Elite.	Not imported	N/A
app_version	Character * 10	Required	The version of the source_app.	Not imported	N/A
@extend_header	N/A	Optional	Used to do client and/or firm specific extensions to the @firm segment.	Not imported	N/A
Client Segment
cl_id	Character * 20	Optional	The law firm, client or third party assigned client code.	Required by Corridor; not imported	N/A
cl_lf_id	Character * 20	Optional	An optional field to carry a client's assigned firm id. This allows the firm to 'not' collide their own number.	Not imported	N/A
cl_name	Character * 60	Required	The name of the client.	Not imported	N/A
@cl_address	N/A	Required	Address Structure.	Not imported	N/A
cl_email	Character * 60	Optional	The email address of the client.	Not imported	N/A
cl_contact_lname	Character * 30	Optional	Client contact last name.	Not imported	N/A
cl_contact_fname	Character * 20	Optional	Client contact first name.	Not imported	N/A
cl_tax_id	Character * 20	Optional	Client taxpayer-id.	Not imported	N/A
@extend.header	N/A	Optional	Used to do client and/or firm specific extensions to the @client segment.	Not imported	N/A
Invoice Segment
inv_id	Character * 20	Required	Firm's Invoice #	Invoice.BillingEntityInvoice Number Invoice.OurInvoiceNumber	Base Info>Invoice # Base Info>Transaction #
inv_date	YYYYMMDD	Required	Invoice Date	Invoice.InvoiceDate	Base Info>Date
inv_due_date	YYYYMMDD	Optional	The law firm assigned date the invoice is due.	Not imported	N/A
inv_currency	Character * 4	Optional	The currency for this invoice.	Invoice.Currency_CD Firms must use the three-character ISO currency code; user must manually input conversion rate during invoice review	Base Info>Currency
inv_start_date	YYYYMMDD	Required	The starting date for the billing period.	Invoice.ServiceStartDate	Base Info>Service Start
inv_end_date	YYYYMMDD	Required	The ending date for the billing period.	Invoice.ServiceEndDate	Base Info>Service End
inv_desc	Character * 255	Optional	A descriptive summary of work performed.	Invoice.Comments_ID then to LongComments	Base Info>Comments
inv_payment_terms	Character * 5	Optional	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.	Not imported	N/A
inv_generic_discount	float	Optional	Discount given to all charges within the invoice AND not already reflected in the charges below. A value of .10 represents a 10% discount.	Not imported	N/A
inv_total_net_due	Money w/4 decimal precision	Required	The sum of all @Matter.matt_total_due * (1-gen_discount) for this invoice_id.	Invoice.AdjustedNativeAmount and, if inv_currency = base currency, then also Invoice.InvoiceAmount	Base Info>Adjusted Base Base Info>Adjusted Billed

eCounsel LEDES 2000 Import Mapping Table 2

LEDES 2000				eCounsel
Field	Type	Required/ Optional	Comments	Database	Invoices Module
@extend_header	N/A	Optional	Used to do client and/or firm specific extensions to the @invoice segment.	Not imported	N/A
Matter Segment
cl_matter_id	Character * 25	Optional	The client assigned matter id.	Validates against Matter.MatterNumber; rejects invoice if invalid	Matter Invoice>Matter
lf_matter_id	Character * 25	Required	The law firm assigned matter code.	Not imported	N/A
matter_name	Character * 50	Required	The descriptive name of the matter, e.g. "Jones v. Davidson", "Jamison Contract. Proposal".	Not imported	N/A
matter_desc	Character * 255	Optional	Description of work performed this period.	Not imported	N/A
lf_managing_contact_lname	Character * 30	Required	Last name of the individual in the firm with primary responsibility for managing the matter.	Not imported	N/A
lf_managing_contact_fname	Character * 20	Required	First name of the individual in the firm with primary responsibility for managing the matter.	Not imported	N/A
lf_contact_id	Character * 20	Optional	Unique id of the firm managing contact.	Not imported	N/A
lf_contact_phone	Character * 20	Optional	The phone number of the firm managing contact.	Not imported	N/A
lf_contact_email	Character * 60	Optional	The email address of the firm managing contact.	Not imported	N/A
cl_matter_var_1	Character * 50	Optional	Used to pass a client specific value in the core matter segment. This value would expect to be a data attribute of the 'matter'. First of two variables provided.	Not imported	N/A
cl_matter_var_2	Character * 50	Optional	Used to pass a client specific value in the core matter segment. This value would expect to be a data attribute of the 'matter'. Second of two variables provided.	Not imported	N/A
cl_contact_lname	Character * 30	Required	Last name of the individual at the client with primary responsibility for managing the matter.	Not imported	N/A
cl_contact_fname	Character * 20	Required	First name of the individual at the client with primary responsibility for managing the matter.	Not imported	N/A
cl_contact_id	Character * 20	Optional	An id value used to detail an individual within the receiving clients shop.	Not imported	N/A
cl_contact_phone	Character * 20	Optional	The phone number of the client contact.	Not imported	N/A
cl_contact_email	Character * 60	Optional	The fax number of the client contact.	Not imported	N/A
eft_agreement_number	Character * 20	Optional	Id of a previously executed Electronic Funds Transfer agreement.	Not imported	N/A
matter_billing_type	Character * 4	Optional	Code indicating how the matter is billed. Valid values and their descriptions are: “TM” (time & materials) “ FF” (flat fee) “CT” (contingency) “FS” (fee sharing) No value defaults to “TM”	Not imported	N/A
matter_final_bill	Character * 1	Required	Field used to specify whether this is the final bill for the matter_id. A null value "" will be treated as "N".	Not imported	N/A
matter_total_detail_fees	Money w/4 decimal precision	Required	Sum of all @Fee.Total_Amounts billed to this matter in this invoice.	Not imported	N/A
matter_total_detail_exp	Money w/4 decimal precision	Required	Sum of all @Expense.Base_Amounts billed to this matter in this invoice.	Not imported	N/A
matter_tax_on_fees	Money w/4 decimal precision	Required	Tax on total_detail_fees.	Not imported	N/A
matter_tax_on_exp	Money w/4 decimal precision	Required	Tax on total_detail_exp.	Not imported	N/A
matter_adj_on_fees	Money w/4 decimal precision	Required	Adjustment to total_detail_fees.	Not imported	N/A
matter_adj_on_exp	Money w/4 decimal precision	Required	Adjustment to total_detail_exp.	Not imported	N/A
matter_perc_shar_fees	Float	Optional	Used for split fee arrangements.	Not imported	N/A
matter_perc_shar_exp	Float	Optional		Not imported	N/A
matter_net_fees	Money w/4 decimal precision	Required	((total_detail_fees + adj_on_fees) * (perc_shar_fees) + tax_on_fees)	Not imported	N/A

eCounsel LEDES 2000 Import Mapping Table 3

LEDES 2000				eCounsel
Field	Type	Required/ Optional	Comments	Database	Invoices Module
matter_net_exp	Money w/4 decimal precision	Required	((total_detail_exp + adj_on_exp) * (perc_shar_exp) + tax_on_exp)	Not imported	N/A
matter_total_due	Money w/4 decimal precision	Required	Net_fees + Net_exp	Not imported	N/A
@extend_header	N/A	Optional		Not imported	N/A
Timekeeper Summary Segment
tk_id	Character * 10	Required		Not imported	N/A
tk_lname	Character * 30	Required		Not imported	N/A
tk_fname	Character * 20	Required		Not imported	N/A
tk_level	Character * 15	Required		Not imported	N/A
tk_rate	Float (12,4)	Required		Not imported	N/A
tk_hours	Float (12.2)	Required		Not imported	N/A
tk_cost	Float (12,4)	Required		Not imported	N/A
@extend_header	N/A	Optional		Not imported	N/A
Fee Segment
charge_date	YYYYMMDD	Required	Date the service was performed.	InvoiceDetail.LineItemDate	Invoice Detail>Line Item Date
tk_id	Character * 10	Required	Unique ID for the timekeeper.	InvoiceDetail.Professional_EID Validates against Person.AdministrationNumber. NOTE: Timekeeper must have an employment record for the vendor in eCounsel.	Invoice Detail>Professional
charge_desc	Character * 255	Required	Narrative description of service provided.	InvoiceDetail.Comments_ID	Invoice Detail>Comments
acca_task	Character * 4	Optional	Task code for this line item. E.g. "L110". Only one code per line item.	InvoiceDetail.Task_ID	Invoice Detail>Task
acca_activity	Character * 4	Optional	Activity code for this line item. E.g. "A101". Only one code per line item.	InvoiceDetail.Activity_CD	Invoice Detail>Activity Type
cl_code_1	Character * 10	Optional	Optional client code for this line item.	Not imported	N/A
cl_code_2	Character * 10	Optional	Optional client code for this line item.	Not imported	N/A
charge_type	Character * 10	Required	U = Unit Price, F = Fixed Charge.	Not imported	N/A
units	Float (4.2)	Required	Hours billed to this line item. E.g. "3.4" (Use "0.0" for fixed charge).	InvoiceDetail.HoursOrUnits	Invoice Detail>Hours/Units
rate	Float (10.4)	Required	The timekeeper rate for this line item. E.g. "120.00" (Use "0.0" for fixed charge).	InvoiceDetail.Rate	Invoice Detail>Rate
base_amount	Float (12.4)	Required	If charge_type is "U", then base_amount = units * rate. If charge type is ""F", then base_amount is a fixed amount. E.g. "300.00".	InvoiceDetail.Original Amount	Invoice Detail>Total Billed
discount_type	Character * 8	Optional	Percent or Flat.	Not imported	N/A
discount_amount	Float (12.4)	Optional	A dollar amount the charge is being discounted. E.G. "150.00" reflects a $150 discount.	InvoiceDetail.DiscountAmount (always imported as a negative number)	Invoice Detail>Total Discounts Billed
discount_percent	Float (8.4)	Optional	A percentage number expressing the percent discount provided to this charge. E.G. '.15' would reflect a 15% discount to the charge.	Not imported	N/A
total_amount	Float (12.4)	Required	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.	InvoiceDetail.AdjustedNativeAmount and, if inv_currency = base currency, then also InvoiceDetail.LineItemAmount	Invoice Detail>Total Pre-tax Billed Invoice Detail>Adjusted Base
tax_rate	Float	Optional	Percentage tax rate against charge. No value defaults to 0.00 which represents 'not taxed'. 7.25% tax rate would be represented as ".0725".	For each unique tax_rate value from Fee and Expense segments for each matter in the invoice, create one MatterInvoiceTaxSummary record	Matter Tax Detail>Tax Rate
tax_on_charge	Float	Optional	Result of applying tax_rate against total_amount. No value defaults to 0.00 which represents 'not taxed'.	If tax_on_charge is not NULL and not equal to 0.00, then create an InvoiceDetailTaxable record for the line item and set Vendor Tax ID with value from lf_tax_id	Invoice Detail>Tax Info>Vendor Tax ID
@extend_header	N/A	Optional	Used to do client and/or firm specific extensions to the @FEE segment.	Not imported	N/A
Expense Segment
charge_date	YYYYMMDD	Optional	Date service was performed.	InvoiceDetail.LineItemDate	Invoice Detail>Line Item Date
tk_id	Character * 10	Optional	Unique ID for the timekeeper.	InvoiceDetail.Professional_EID	Invoice Detail>Professional
charge_desc	Character * 255	Required	Narrative description of the expense charged by this line item.	InvoiceDetail.Comments_ID	Invoice Detail>Comments

eCounsel LEDES 2000 Import Mapping Table 4

LEDES 2000				eCounsel
Field	Type	Required/ Optional	Comments	Database	Invoices Module
acca_task	Character * 4	Optional	Task code for this line item. E.g. "L110". Only one code per line item.	Not imported	Invoice Detail>Task
acca_expense	Character * 4	Optional	Expense code for this line item. E.g. "E101". Only one code per line item.	InvoiceDetail.Expense_CD	Invoice Detail>Activity Type
cl_code_1	Character * 10	Optional	Optional client code for this line item.	Not imported	N/A
cl_code_2	Character * 10	Optional	Optional client code for this line item.	Not imported	N/A
charge_type	Character * 1	Required	"U" unit price, "F" fixed charge.	Not imported	N/A
units	Float (4.2)	Required	Quantity units billed to this line item. (Use "0.0" for fixed charge.)	InvoiceDetail.HoursOrUnits	Invoice Detail>Hours/Units
rate	Float (10.4)	Required	Rate for this line item. (Use "0.0" for fixed charge.)	InvoiceDetail.Rate	Invoice Detail>Rate
base_amount	Float (12.4)	Required	If charge_type is "U", then base_amount = units * rate. If charge type is ""F", then base_amount is a fixed amount. E.g. "300.00".	InvoiceDetail.Original Amount	Invoice Detail>Total Billed
discount_type	Character * 8	Optional	Type of discount, if any, applied to the base_amount. Valid values are "", "Percent" and "Flat".	Not imported	N/A
discount_amount	Float (12.4)	Optional	A dollar amount the charge is being discounted. E.G. "150.00" reflects a $150 discount.	InvoiceDetail.AdjustmentAmount (always imported as a negative number)	Invoice Detail>Total Discounts Billed
discount_percent	Float (8.4)	Optional	A percentage number expressing the percent discount provided to this charge. E.G. '.15' would reflect a 15% discount to the charge.	Not imported	N/A
total_amount	Float (12.4)	Required	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	InvoiceDetail.AdjustedNativeAmount and, if inv_currency = base currency, then also InvoiceDetail.LineItemAmount	Invoice Detail>Total Pre-tax Billed Invoice Detail>Adjusted Base
tax_rate	Float	Optional	Percentage tax rate against charge. No value defaults to 0.00 which represents 'not taxed'. 7.25% tax rate would be represented as ".0725".	For each unique tax_rate value from Fee and Expense segments for each matter in the invoice, create one MatterInvoiceTaxSummary record	Matter Tax Detail>Tax Rate
tax_on_charge	Float	Optional	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.	If tax_on_charge is not NULL and not equal to 0.00, then create an InvoiceDetailTaxable record for the line item and set Vendor Tax ID with value from lf_tax_id	Invoice Detail>Tax Info>Vendor Tax ID
@extend_header	N/A	Optional	Used to do client and/or firm specific extensions to the @EXPENSE segment.	Not imported	N/A