To access LEDES / UTBMS, firms must enable the feature in firm settings and additionally enabled for LEDES matters.

Note for Auto:Time users: Any time UTBMS is enabled on a matter, Auto:Time is automatically disabled.

How to Activate UTBMS Billing

•  To activate LEDES / UTBMS for the firm, select "Enable UTBMS" under the UTBMS Billing tab in Time & Billing Settings.
  • Enter your LEDES firm ID and select the Code Sets you want to have available for LEDES matters.

• Under each individual Staff & User, update the Timekeeper Classification Code.

• For each matter that will need to use UTBMS billing codes, select "Enable UTBMS" under the billing tab in Matter Info
  • Enter in the LEDES Matter ID and LEDES Client Matter ID

• Once activated, UTBMS codes will be available under "Task" when entering in Time/Fees.
  • Type in the code or browse using the dropdown.
  • UTBMS codes are available on any Time/Fee entry. Below are examples from Smokeball Desktop and Smokeball Billing. Learn more about entering Time or Fees in Smokeball.

• The LEDES Task code will be listed on invoices created on LEDES / UTBMS matters.
  • It is quick and easy to generate an invoice for reviewing all the different fees.

• To download LEDES1998B format, finalize the invoice and select the drop down under download.

• Here's an example of what the  LEDES1998B invoice looks like.

Did You Know

• UTBMS can also be activated in Smokeball Billing by accessing matter settings