There are several reasons you may have received this error...


1. Are there hard returns between line items or are there any extra spaces after the brackets at the end of each line? If so, these will cause this error to occurr.


2. Is the Missing MATTER_CLIENT_ID missing or incorrect? This is the last field prior to the brackets. The Lawtrac matter number needs to be in this field.


3. Are there brackets in the LINE_ITEM_DESCRIPTION field? Brackets cannot be in this field.


4. Are there missing or incorrect LEDES codes from the LINE_ITEM_TASK_CODE or LINE_ITEM_EXPENSE_CODE fields?

Alternate fee arrangements can be complicated.


While there are ways to set arrangements down to the most granular level, there is a quick and easy way to add the information in plain English so that those keying in invoices can easily see what they are.


When making the firm-to-matter association, enter the arrangement information as text instructions.


When an individual is adding a new invoice they can easily see what those arrangements are.

From time to time you may have a matter where the invoices received will require special review or approval.


This function can quickly be set-up by going to the matter legal team screen and selecting the "Invoice Approval Chain" link.

The screen will display the approval chain currently set for the matter; to make the adjustment click the link to set the alternate chain.


Use the drop-down list to start selecting those individuals who will be reviewing the invoices. You may select up to five.


Once complete the individuals will appear on the matter legal team screen as "Alternate Invoice Approver".


Another example of how LAWTRAC is as flexible as you need it to be.