Author: Jane A. Bennitt

New Products in Legal Ebilling

At ILTACon 2024, I found some new products available with functionality for different purposes in legal ebilling.

Hercules AI is offering a new product called Verify that is designed to assist with Outside Counsel Compliance. So slick. Very next generation. It knocked my socks off, and I sent 6 people over to look at the product. You can learn more here: https://hercules.ai/verify/.

The week prior to the conference I received a Google Alert mentioning FulcrumGT’s Salvo product. No one on the LEDES Board had heard of it, and it was the one product that I was in search of more information on as I headed to the conference. Salvo is a new entrant in the Ebilling Administration tool market, competing against Elite eBillingHub and Aderant BillBlast. This market has long been in need of additional products, and now one exists. Interestingly, they state, “The solution can provide real-time updates across all vendor sites” which I think is a differentiator. You can learn more here: https://legacysite.fulcrumgt.com/products/salvo/.

FulcrumGT also is offering a collaborative ELM system called RapidX. It is worthy of a look from any law department or insurance organization wanting to implement legal ebilling or to change vendor systems.  The system is similarly available to law firms that would like to better collaborate with non-ebilling clients. You can learn more here: https://fulcrumgt.com/.

Finally, I wanted to mention seeing Oddr’s Invoice to Cash Platform.  I have seen this product at a couple shows now, and still am struck by their creative solution for invoice/collections/payments.  I am not aware of any other product aimed at this particular segment of the “problem” with legal ebilling.  It is not unexpected that they are picking up traction in the marketplace.  To learn more:  https://www.oddr.com/.

LEDES Educational Session at ILTACon

I am just back from ITLACon where Inemesit Edet and I gave a presentation entitled “Frustrated with Legal Ebilling? Let’s Do Something About It.”

We started by providing some background on the LEDES ebilling formats and information that is available on the www.LEDES.org web site. Then came the time for the discussion. As I opened the floor up to the session participants, asking for information on their issues … nothing. Crickets. (This is so typical of US meetings. People are so reluctant to speak up.) But Inemesit and I came prepared for just this situation. We had created lists of questions that we are often asked or issues that people need help with relative to legal ebilling. So we just started talking. Inemesit asked the questions, and I began to answer. As soon as I took a breath, Inemesit chimed in with more information. It was like a ping pong match! And absolutely wonderful. We both provided relevant, real life examples that helped to illustrate the issues and respond to the questions.

Once the session completed, we had about 10 people approach us to say how informative they found the session to be and how well we worked as a team in presenting. A handful more stopped by the LEDES booth to tell us about how they enjoyed the session.

If you would like a copy of the presentation, please use the Contact GLE feature in the menu.

By the way, this is the first time I have met Inemesit in person; she is new to the LEDES Board in 2024. I really enjoyed the opportunity to present with her. She is so smart!

LegalOps.com’s RLLB Conference

GLE founder Jane Bennitt will be attending LegalOps.com Running Legal Like a Business Conference in Las Vegas NV, 3-6 September 2024. Jane will be manning the LEDES Oversight Committee booth, and will be moderating an IP track session on September 4th at 11:00 AM entitled “IP Legal Spend Management: What Legal Operations Needs to Know.” Speaking with Jane on this topic will be Preston Heard (Womble Bond Dickinson), Carl Bowers (Lyft), Phil Henderson (Prokurio), and Subroto Bose (AsteraLabs).

This is Jane’s first time at RLLB and she is very excited about their new 9-session IP track. RLLB is the first major, general legal conference to include an IP track. Kudos to LegalOps.com!!!

LEDES API Effort

It was about six years ago when Nick Puschak, then the Standards Director for the LEDES Oversight Committee, suggested that the organization create an API. The Board agreed that something was needed to create a more efficient legal ebilling process for law firms and to help manage the volume of tasks that need to be completed in the monthly billing cycle.

The first version of the API, created with Nick leading the effort, was ratified and released to the public in 2020 and, shortly thereafter, the subcommittee began working on version 2 of the standard again under Nick’s leadership.

It should be noted that LEDES does not have paid employees. All of our standards efforts are led by volunteers who donate their time.  Our subcommittee efforts are often delayed due to competing priorities related to our volunteers’ day jobs.  Nick’s retirement in 2022 also presented an additional hurdle with completing the standard.

Fortunately the LOC identified another volunteer to assume the role of Subcommittee Chair, Sherry Askin. We reestablished the subcommittee, reviewed the work completed under Nick’s leadership, and then considered other functionality which needed to be included in this release. By late summer, 2023, the documentation was finalized and a Public Comment survey was established to collect feedback on the standard from the legal community. Once the Public Comment period ended, the final documents needed another look.

Still to do: in January we will submit the final documents to the LEDES Standards Director for review, then to the LEDES Board for ratification.

So what is in API v2 Functionality?

  • It changes the names of some common terms in legal ebilling (Client is now Business, Law Firm is now Vendor), in recognition that there are multiple types of entities that could be filling these roles.   
  • It is intended to facilitate system-to-system transmission of information between the vendor (f/k/a law firm) users and the business (f/k/a Client) systems they are required to use. 
  • While the API supports the transmission of the LEDES 98B, 98BI, XML Ebilling 2.0x, 2.1x and 2.2x formats.  LEDES 2000, officially dropped from support by the LEDES organization in 2022, is not supported.
  • The API also establishes a JSON ebilling format that includes each of the data elements found in LEDES 98BI and XML 2.2x but is structured differently than either of these formats.
    • It is intended that the JSON invoice will be machine generated and not manually edited.
    • It is intended that the JASON invoice will only be utilized by the API and not by vendors submitting invoices via other means.  
  • The API supports the following objects and functions:*
Object Function
Business Send Business information
Business Get Businesses
Business Get Business Information
Vendor Send Vendor information
Vendor Get Vendors
Vendor Get Vendor Information
Location Send Location
Location Get Location information
Matter Send Business Matter Info
Matter Get Matters
Matter Get Matter Information
Timekeeper Send Timekeeper Info
Timekeeper Get Timekeeper Info
Timekeeper Send Timekeeper Rates
Timekeeper Get Timekeeper Rates
Timekeeper Send Proposed Timekeeper Rate Status
Timekeeper Get Proposed Timekeeper Rate Status
Invoice Automation Send Invoice (LEDES JSON)
Invoice Automation Get Invoices (LEDES JSON)
Invoice Automation Get Invoice (LEDES JSON)
Invoice Automation Resubmit invoice
Invoice Automation Appeal Invoice
Invoice Automation Adjust Invoice
Invoice Automation Send Invoice Attachment
Invoice Automation Get Invoice Attachments
Invoice Automation Get Attachment with information
Invoice Automation Send the status of an invoice
Invoice Automation Get the status of an invoice
Invoice Automation Get invoice status changes
Invoice Automation Invoice Payment
Invoice Automation Invoice Payment
Invoice Automation Delete Invoice
Invoice LEDES File Send Invoice LEDES file
Invoice LEDES File Send Invoice LEDES file Accrual
Invoice LEDES File Send Invoice LEDES file Shadow
Invoice LEDES File Send Invoice LEDES file Resubmit
Invoice LEDES File Send Invoice LEDES file Appeal
Invoice LEDES File Send Invoice LEDES file Replace
Invoice LEDES File Send Invoice Attachment
Invoice LEDES File Get Invoice Attachment
Invoice LEDES File Send the Status of an Invoice (LEDES file based)
Invoice LEDES File Get the Status of an Invoice (LEDES file based)
Invoice LEDES File Get Invoice Status Changes
Invoice LEDES File Invoice Payment
Invoice LEDES File Invoice Payment
Invoice LEDES File Delete Invoice

*Information from LEDES.org

We are very excited about the potential of the API and the impact it can have on law firm efficiency.   However, it needs to be developed and released before any impact will be felt.

The only way this happens is for vendors to embrace the API and make it part of their system functionality.  Here’s what I have seen:  the law firm system vendors (back-office financial and time and billing systems that already create LEDES invoice files) are eager to provide the API to their users.  The reception by the third-party ebilling vendors has been much more lukewarm, with an undertone of “what’s in it for us?”  So if you feel this functionality is important, particularly if you are a Business/Client that requires legal ebilling, please reach out to your ebilling vendor to discuss their plans to add the API.  

Look for more information on the API on www.LEDES.org.

New Ebilling Admin Tool Available

I saw in my feed today that there is a new ebilling administration product available called BillSync by ScanLogic. They call it “the first ebilling platform to be launched in 20 years based on new technologies.” The platform is “designed to aggregate all ebilling data across multiple platforms and vendors” and their press release goes on to refer to it as “a solution to aggregating all billing data where others cannot.” I have not yet seen the product and am curious whether their technology really does access the dozens of ebilling platforms in the legal industry that law firms are required to use. If it truly lives up to this promise, then this is indeed a powerful solution.
Readers should investigate for themselves here

XML Ebilling Format Updates

Earlier this year, the LEDES Oversight Committee proposed revisions to the LEDES XML 2.0x, 2.1x and 2.2 ebilling standards. The public comment period for these changes closed on July 25, 2022 and there were no objections to the proposed changes.

While preparing the final paperwork to ratify these changes, additional discussion occurred on deficiencies that need correction in the XML formats. The documents presented here reflect these additional requested changes.

A new public comment period has opened and will close on December 9, 2022.

Significant to these changes are a number of requests by global ebillers to address insufficiencies in the current formats and processes. In particular, a change has been proposed that will require vendors to change the data element used for rate validation and require updating client electronic validation routines. While we have tried to minimize the number of changes required, this fundamentally changes how rate checking operates and represents a big effort on the part of vendors to enact.

Additionally, The LEDES Oversight Committee has scheduled 3 webinars on the proposed changes for which registration is required:

To attend the law firm-oriented webinar, scheduled on Wednesday, 7 December 2022 at 10:00 a.m. Eastern, register here.
To attend the law department-oriented webinar, scheduled on Wednesday, 7 December 2022 at 11:30 a.m. Eastern, register here.
To attend the vendor-oriented webinar, scheduled 7 December 2022 at 1:00 p.m. Eastern, register here.

To review the proposed changes or provide your opinion on the changes, click here.