Overview
ZenCase allows you to create custom LEDES billing format templates which can be configured at the client, matter, and invoice levels in which to generate LEDES invoices with the corresponding template.
How To Setup Custom LEDES Template For Clients
You can setup a custom LEDES billing template to be default for clients with LEDES enabled. Note: You can only enable LEDES on a contact that is a client.
Go to the Contacts list page by clicking on "Contacts" in the left navigation bar.
On the Contacts list page, click on a name of the contact in the "Name" column.
You should be redirected to the Contact's page.
On the Details tab, in the Billing section you will see the LEDES information.
Check the "LEDES Enabled" checkbox if not already checked.
Once you have LEDES enabled, you will see more options appear.
Select in the "LEDES File Template" dropdown your custom LEDES billing template.
Congratulations! You have successfully configured a custom LEDES billing template as the default template for your client.
When creating new matters with LEDES enabled, the client's LEDES File Template will default for the matter. You can override the matter custom LEDES file template setting on the matter's page.
Let us know if you have any questions.