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This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company

Post and convert a PDF invoice to LEDES as a company user

Company users with permission to post invoices can upload a PDF or other non-LEDES invoice and convert it to LEDES format on behalf of any law firm. The firm's PDF conversion settings don’t apply when a company user posts the invoice.
When posting invoices on behalf of a law firm, you can convert non-LEDES invoices to LEDES directly from the
Post invoice
 page. This removes the need for the law firm to resubmit the invoice and keeps the auditing and approval process efficient.
This feature is available to customers who have subscribed to the AI-powered PDF to LEDES converter.
  1. Go to
    Matter
    Invoices
    Post invoice
    .
  2. Select
    Memo
     or
    Live
     as the type of invoice. Both types can be converted to LEDES.
  3. Select
    Convert to LEDES
     as the invoice format.
    A message notifies you that the conversion process will begin after you post.
  4. In the invoice information section, select the firm and firm office.
    note
    You can post and convert a PDF invoice on behalf of any firm. Any PDF conversion settings configured on the firm or firm office profile don’t apply when you post as a company user.
  5. Enter the required invoice information and upload the invoice file.
    1. Enter the
      Invoice number
       and select the
      Invoice currency
      .
    2. Upload the
      Invoice file
       and any supplementary documents.
    Additional invoice details are extracted from the PDF during conversion and can be reviewed and corrected afterward.
  6. Select
    Post & close
     to begin the conversion.
    The invoice appears on the
    Invoices
     tab with a
    Converting to LEDES
     status. You can view the invoice during this time, but you can't edit or delete it.
  7. When the conversion is complete, select the link in the notification email or on the
    Invoices
     tab to open the review page.
    note
    If you open the invoice details page before reviewing, a message alerts you that the converted LEDES invoice is ready. Select
    Review LEDES invoice
     to go directly to the review page.
  8. On the review page, verify the converted invoice details and correct any errors if needed.
  9. Select
    Post & close
     to submit the LEDES invoice for auditing and approval.
    note
    Live invoices enter the standard LEDES auditing and approval workflow. Memo invoices are automatically approved and are not audited.

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