Step 1: Add Task Codes to Your Company Profile
To begin using LEDES settings, ensure that Task Codes are configured for the relevant company within Evolve:
Navigate to Companies: Click on "Companies" in the main navigation bar.
Select Your Company: Locate and select the specific company you're configuring.
Access Task Codes:
Once inside the company's profile page, click on "Task Codes" in the navigation menu.
Add or review the relevant task codes used for time logging.
Tip: Task codes represent specific types of legal tasks (e.g., "L110 – Fact Investigation") and are necessary for compliant billing.
Step 2: Submit Expense & Activity Codes to Support
Expense and activity codes are not directly editable in the user interface and must be configured by Evolve support:
Prepare Your Code List:
Identify and organize the company-specific Expense Codes and Activity Codes you require.
Locate the companyID:
You can find your companyID in the URL when viewing the company (e.g.,
.../system/companyEdit.asp?companyID=46292).
Contact Support:
Send an email to the Evolve support team.
Include the companyID and the list of required Expense and Activity Codes.
Note: These codes are used for billing purposes and must align with LEDES format standards if you’re exporting to clients or internal systems that use this format.
Logging Time: Using Service and Task Codes
Once the setup is complete:
Your team can log time as usual using the services and task codes configured.
Expense and activity codes are not visible on the Timelog entry page.
These are added only during invoice creation, not during standard time entry.
Creating an Invoice with LEDES Codes
When creating an invoice in Evolve:
Go to Invoice Creation: Follow your usual process for generating an invoice (selecting time logs, fee schedules, etc.).
Invoice Worksheet Enhancements:
On the invoice worksheet, each line item now includes two additional dropdowns:
Activity Code: Choose the relevant code describing the nature of the legal activity.
Expense Code: Select the code that matches the billed expense.
Finalize Invoice:
Ensure the correct codes are selected for each service and expense item.
Continue with the invoice creation and submission process as normal.
Reminder: These additional fields are vital for LEDES-compliant billing and must be filled in accurately to meet client/legal billing standards.
Exporting the Invoice to LEDES Format
To export a completed invoice to LEDES format:
Go to Billing:
Click on “Billing” from the main navigation bar.
Search for the Invoice:
Use the search function to locate the invoice you wish to export.
Export Options:
On the right-hand side of the invoice entry, you will see export options.
Choose between:
LEDES 1998
LEDES 2000
Click the desired format to export the invoice. This file can be uploaded to your client’s billing system or stored for compliance purposes.