Paper Processing Invoice Submission Guides

Invoice Submission

Invoice attachments can be sent in the following file formats:

• .pdf
• .doc
• .txt
• .xls

Multiple files may be attached to one email but only one invoice per file. Send emails to: [e-mail]. A unique confirmation number will be provided for each file attachment.

The subject link and the body of the email are not read as this email is not monitored. Direct all invoice inquiries to Customer Support (US customers may call 1-800-600-2282; international customers may call [phone]).

Required Invoice Content

• Service provider name and address
• Client name
• Matter ID
• Invoice date
• Unique invoice number
• Text in English
• Fee, disbursement, and invoice total amounts
• Tax and discount amounts separate from fee and disbursement totals (if applicable)
• Currency type

For fees, provide the following:

• A date for each fee charge
• A complete charge description
• For hourly billing, use tenth of an hour time increments (e.g., .10, .20, .30, etc.)
• Timekeeper IDs, timekeeper rates, and/or cost associated with each charge (hourly billings)
• Timekeeper summary listing the names, timekeeper IDs, hourly rates, and total hours billed by each timekeeper (hourly billings)

For expenses, provide the following:

• A date for each expense charge
• A complete charge description
• Number of units (pages, miles, etc. if applicable)
• Itemization of taxable and non-taxable charges (if applicable)
• Cost associated with each charge

Best Practices

• Check CounselLink to confirm your office is assigned to the Matter ID listed on your invoice
• Check CounselLink to confirm the appropriate fee structure to be used
• Check your pending queue in CounselLink and correct all errors before resubmission

Invoice Quality Errors

• Do not send files that include multiple invoices (one invoices per file)
• Do not send invoices that cover multiple matters
• Do not send balance statements or any other non-invoice documents
• Do not send blurry or out-of-focus invoices