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Updated Field Description
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# of Days Balance Outstanding
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The number of days since the Bill Issue Date.
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# of Days Balance Overdue
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The number of days since the Bill Due Date.
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Describes whether an activity has been added to an active bill that is Awaiting Payment or Paid. True = Billed, False = Unbilled.
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Activity category shown on the Edit Time Entry page.
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Activity Category Description
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Description of activity category. Either "Hourly" or "Flat Fee."
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Activity Contingency Fee?
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Describes whether the associated Matter of an Activity has Contingency Fee selected under the Billing Preference sections . True = Selected, False = Not Selected.
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The date and time the activity was created (as a ISO-8601 timestamp).
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Date that the activity was performed.
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Describes whether a flat fee is selected or not. True = Flat Rate, False = Hourly
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The name of a specific Activity Group.
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The number of hours a time entry took, rounded according to the billing settings.
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Describes whether the activity has been added to an active bill that is in the state of draft, awaiting approval, awaiting payment, or paid.
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Describes whether an Activity is billable or non-billable. True = Non-billable, False = Billable.
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Activity Non-Billable Total
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The total cost of non-billable items in the Activity.
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The hourly or Flat Rate of a time entry, or the amount of an expense entry.
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Monetary value of a specific Activity Rate.
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Describes which hierarchy the rate belongs to. Either "Default," "Activity," "Matter," or "Client."
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Describes the type of activity rate. Either "User," "flatrate," or "custom."
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Describes the type of specific activity. Usually TimeEntry, ExpenseEntry, HardCostEntry, or SoftCostEntry.
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The date and time the ActivityDescription was last updated (as an ISO-8601 timestamp).
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The amount of this specific balance.
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The type of balance this data is for. Either "Matter" or "Client."
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Current balance in bank account.
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Bank Account Bank Transaction Count
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The number of bank transactions associated with the account.
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Type/unit of currency held in bank account.
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Bank Account Default Account?
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Describes whether the bank account is the default account. Either "True" or Blank.
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Bank Account Domicile Branch
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The name of the branch where the bank account was opened.
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Bank Account General Ledger Number
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General Ledger Number of the bank account.
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The name of the law firm, organization, or company holding the bank account.
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Name of the bank or financial institution where the Bank Account is registered.
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The name of the bank account. Usually Operating or Trust.
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The account number associated with the bank account.
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The unique identification code for the financial institution.
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Bank Account Transit Number
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The transit number associated with the bank branch.
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The type of account at the bank. Usually Operating or Trust.
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The date and time that the bill was created.
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The date that a bill is due.
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The date that a bill is issued.
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Describes the kind of bill being referenced.
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The unique number associated with a bill. Also called invoice number.
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Identifies whether or not a bill has been shared. True = Shared, False= Not Shared.
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The status of a particular bill. Either "Draft," "Awaiting_Approval," "Awaiting_Payment," "Paid," "Void," or "Deleted."
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Total amount of an individual bill before tax and any payment has been made.
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The date and time that the bill was last updated.
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Describes whether a matter is billable. True = Billable, False = Non-billable.
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The total of the Service Allocation (Time Only) multiplied by the Total Activities (WIP).
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Type of billing address. Either "Work," "Home," "Billing," or "Other."
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Country of billing address.
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Billing method of the Matter. Includes "Flat", "Contingency" and "Hourly".
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Notes that appear on a bill to communicate with a client.
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The time the billing period ends.
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Billing Period Start Date
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The time the billing period starts.
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Postal code line of billing address.
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State/Province line of billing address.
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Street of billing address.
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Identifies whether this calendar entry is an all-day event. True = an all day event, False = not an all day event.
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Calendar Event Court Rule
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Identifies whether this calendar entry is associated with a Court Rule. True = Associated with a rule, False = not associated.
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Calendar Event Created At
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The date and time the CalendarEntry was created (as a ISO-8601 timestamp).
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Calendar Event Description
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Description of the calendar entry.
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The date and time the calendar entry ends.
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Location of calendar entry.
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Calendar Event Permission
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Permission level given for calendar user.
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Calendar Event Recurrence
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The frequency and interval of a calendar entry.
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The date and time the calendar entry starts.
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Time zone of calendar entry.
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Calendar Event Updated At
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The date and time the CalendarEntry was last updated (as a ISO-8601 timestamp).
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Name of calendar owner or shared calendar name.
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The calendar type. Either "AccountCalendar," "AdHocCalendar," or "UserCalendar."
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Client's primary email address.
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First Name of the Client.
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First, Middle, and Last Name of the Client.
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Middle Name of the Client.
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Client's primary phone number.
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Salutation for client. Usually Mr., Mrs., Ms. Dr., Hon. but may also include client title included on contact page of client.
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Information listed in the Client Reference Number field on the Matter page.
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Designated Title of the Client.
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Type of client that is selected when contact is created. Either Person or Company.
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Email address used for Clio Connect.
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The billing rate as defined in Settings-Manage User, for the person that entered the record.
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The email address as defined in Settings-Manage User, for the person that entered the record.
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The first name as defined in Settings-Manage User, for the person that entered the record.
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The full name as defined in Settings-Manage User, for the person that entered the record.
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The initials as defined in Settings-Manage User, for the person that entered the record.
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The last name as defined in Settings-Manage User, for the person that entered the record.
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The phone number as defined in Settings-Manage User, for the person that entered the record.
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Clio User Subscriber Type
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The subscriber type as defined in Settings-Manage User, for the person that entered the record. Either "Attorney" or "Non-Attorney."
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The time zone as defined in Settings-Manage User, for the person that entered the record.
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Describes whether an activity item is flat rate or not. True = flat rate, Fales = not flat rate.
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Monetary value of the rate.
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Company name of contact that is a person.
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Company's primary email address of contact that is a person.
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Company's first name of contact that is a person.
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Company's initials of contact that is a person.
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Company's last name of contact that is a person.
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Company's LEDES Client ID of contact that is a person.
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Company's primary phone number on contact page.
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Company's prefix of contact that is a person.
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Company's title on contact page of contact that is a person.
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Balance of the contact's trust account.
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Contact Account Balance Name
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Contact name for trust account
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Contact Account Balance Type
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Type of contact account. Either "operating," or "trust."
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Contact Activity Flat Rate?
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Describes whether an activity item is flat rate or not. True = flat rate, Fales = not flat rate.
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Monetary value of the rate.
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Street address of the Contact.
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The Contact's type of address shown. Either "Home," "Work," "Billing," or "Other."
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The date the contact was born.
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Contact Default Email Address?
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Describes if the email address is the default email address. True/False
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Contact Email Address Type
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The type of email address used. Usually Home/Work/Other.
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Contact's full name includes first and last name.
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IM listed on contact page.
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Contact primary phone number.
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Contact Phone Number Type
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The type of phone number used. Usually Work/Home/Mobile.
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Postal Code of the Contact.
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Salutation for contact. Usually Mr., Mrs., Ms. Dr., Hon. but may also include client title included on contact page.
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Contact Secondary Email Address
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Contact's additional email address.
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Contact Secondary Phone Number
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Contact's additional phone number
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State/Province of the Contact.
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Type of contact that is selected when contact is created. Either Person or Company.
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Contact's website address.
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The amount of credit applied to a bill.
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The ISO 4217 code for the currency.
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Current Number of Bill Payments
|
The number of payments applied to the bill.
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|
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Current Percentage of Bill Paid
|
The percentage of the total bill that has been paid.
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Matter Open Date of a client's first matter.
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The number of days since the most recent time or expense activity for the matter.
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Discount Early Payment Period
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In payment profile, amount of time discount is given if paid within discount period.
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Discount Early Payment Rate
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In payment profile, rate of discount if paid within amount of discount period.
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Note regarding discount that appears on a bill.
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Type of discount. Either "Percentage" or "Money."
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The color used for the Calendar Entry Event Type
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The time that the Calendar Event was created.
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The name for the Calendar Entry Event Type
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The time that the Calendar Event was last updated.
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Name of expense category.
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The price charged per unit for the expense category.
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The type of expense entry the category is associated to. Either "hard_cost", "soft_cost" or "unassociated."
|
|
|
Expense Category Xero Expense Code
|
The expense code associated with Xero (alternative accounting system to Quickbooks)
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|
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Expense Percentage of Bill
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The percentage of the total bill that is associated with Expense Activities.
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Grant Counts for Reporting
|
Legal Aid use only - Identifies whether the grant should be included in reporting results.
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Legal Aid use only - The date and time that the grant was created.
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Legal Aid use only - The funding code of the grant.
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Grant Funding Code and Name
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Legal Aid use only - The name and funding code of the grant, combined.
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Legal Aid use only - The date and time that the grant funding was created.
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Legal Aid use only - The name of the grant funding source.
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Legal Aid use only - The date and time that the grant funding was last updated.
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Legal Aid use only - The name of the grant.
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Legal Aid use only - Identifies the level of priority for the grant. 1 is the highest priority and 3 is the least.
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Legal Aid use only - The number of transactions against a grant.
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Legal Aid use only - The date and time that the grant was last updated.
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Whether or not the payment or credit is associated with an online payment. True = Online, False = Not Online.
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The interest amount for this specific Balance.
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Amount of interest applied on a bill. A monetary amount.
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Interest Percentage of Bill
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The percentage of the total bill that is associated with Interest.
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Period that interest will be applied annually on a bill. Example - 60 days.
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Rate of interest applied to a bill.
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Amount of interest applied to a bill.
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Type of interest. 0 for simple and 1 for compound interest.
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Last Activity Date of Matter
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Date of the most recent time or expense activity for the matter.
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Last Invoice Date of Matter
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Issue Date of the most recent invoice for the matter.
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Date of the last payment on the bill.
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LEDES Client ID for Contact
|
LEDES Client ID value listed on contact page.
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LEDES Client ID for Matter
|
LEDES Client ID value listed on the Matter page.
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Current balance in the bank account available to the matter.
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Matter Account Balance Name
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Name of the bank account. Usually Operating or Trust.
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Matter Account Balance Type
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Type of bank account. Usually Operating or Trust.
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Budget amount allocated to the matter.
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Matter Budget Notification Threshold
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Percentage of the Matter Budget when it starts notifying users.
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Matter Budget with Expenses
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Describes whether a Matter Budget includes Expenses or not. True = Includes, False = Excludes.
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Date the matter was set to Closed.
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Information listed in the Matter Description field on the Matter page. Typically, the problem the firm is trying to solve for the client.
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Information listed in the Location field on the Matter page.
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Number that appears on the title of each matter. Can be combination of numbers and words.
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Date the matter was set to Opened.
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Date the matter was set to Pending.
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Status of the matter on the matter page. Usually Open/Closed/Pending.
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Bill total before discounts, payments and credits aka subtotal.
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Matter Trust Mimimum Threshold
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The trust balance threshold for the associated Matter. Shown on the Clio Dashboard as "in Threshold."
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Total value of the matter's billable activities that have not yet been billed. Shown on the Clio Dashboard as "Work In Progress."
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Notification Email Address
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Email address used for some type of notification.
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Type of notification for matter. Either email or popup.
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Information listed in the Originating Attorney field on the Matter page. Typically, the attorney that originally brings the matter to the firm.
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Balance of bill minus interest after payments and discounts have been made.
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Legal Aid use only - Identifies whether an activity is categorized as Private Attorney Involvement, such as time spent with volunteers or working pro bono. Either True or False.
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Payment or credit amount applied to bill.
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Payment Amount (Expense Only)
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The amount of a payment that is related to a bill's expense entries.
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Payment Amount (Time Only)
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The amount of a payment that is related to a bill's time entries.
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The date the payment or credit record was created.
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The date of the payment or credit.
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Description of payment or credit.
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Identifies whether the record can be deleted or not. True = Destroyable, False = Not Destroyable.
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The amount of interest included on the payment or credit.
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Payment Percentage of Total Bill
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The percentage that this payment represents in relation to the Total Bill.
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Payment Profile Discount Period
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Number of days which a discount would be applied in payment profile.
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Payment Profile Discount Rate
|
Rate at which a discount would apply in a payment profile.
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Payment Profile Interest Period
|
Number of days interest is charged in a payment profile.
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Payment Profile Interest Rate
|
Interest rate charged in a payment profile.
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Payment Profile Interest Type
|
Type of interest charged in a payment profile. Either compound or simple.
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Number of days in grace period in a payment profile.
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Indicates what of the payment or credit.
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Identifies if the record is a Payment or a Credit.
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The date the payment or credit was last updated.
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The date the payment or credit was voided.
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Payment or credit amount applied to bill.
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Payment/Credit Created At
|
The date the payment or credit record was created.
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The date of the payment or credit.
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Payment/Credit Description
|
Description of payment or credit.
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Payment/Credit Destroyable?
|
Identifies whether the record can be deleted or not. True = Destroyable, False = Not Destroyable.
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The amount of interest included on the payment or credit.
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|
Identifies if the record is a Payment or a Credit.
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Payment/Credit Updated At
|
The date the payment or credit was last updated.
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The date the payment or credit was voided.
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Pending Credit Card Payments
|
The amount of pending credit card payments on the bill.
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|
The information listed in the Practice Area field on the Matter page. Typically, the type of law associated with a matter.
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Amount of primary tax charged on a bill.
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The purchase order number shown on the bill.
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Street address of the Related Contact.
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Related Contact Address Type
|
The Related Contact's type of address shown. Usually Home, Work, Billing, or Other.
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City of the Related Contact Address.
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Country of the Related Contact Address.
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Related Contact Full Name
|
First, Middle, and Last Name of the Related Contact.
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The first initial from each name of the Related Contact.
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|
Related Contact Postal Code
|
Postal Code of the Related Contact Address.
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|
Related Contact Primary Email Address
|
The main email address of the Related Contact.
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Related Contact Primary Phone Number
|
The main phone number of the Related Contact.
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|
|
Related Contact Relationship
|
Relationship of the Related Contact to the Contact.
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|
Related Contact State/Province
|
State/Province of the Related Contact.
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Type of Related Contact that is selected when it is created. Either Person or Company.
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The information listed in the Responsible Attorney field on the Matter page. Typically, the attorney that works on the matter for the firm.
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Amount of the secondary tax for a bill.
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The secondary tax rate applied to the bill, as listed in Settings-Bill Settings.
|
|
|
Service Allocation (Expense Only)
|
The percentage of billed expenses on a bill that a user is responsible for.
|
|
|
Service Allocation (Time Only)
|
The percentage of billed time on a bill that a user is responsible for.
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Date that the Statue of Limitations was satisfied.
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|
Statute of Limitations description.
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The Date that the Statute of Limitations is Due.
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|
Priority of Statute of Limitations. Usually Normal or High.
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|
Status of Statute of Limitations. Usually Pending or Complete.
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|
This field is active when a Statue of Limitations date has been set. Either" Limitations Date" or Blank.
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Statute of Limitations Task?
|
Describes whether a task is a Statute of Limitation task. True = Yes, False = No.
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|
Full name of person assigned a particular task.
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Email of person assigning a task in the task list.
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First name of person assigning a task in the task list
|
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Full name of person assigning a task in the task list.
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Initials of person assigning a task in the task list.
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Last name of person assigning a task in the task list.
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Date task is completed in task list.
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|
Description of task in the task list. Does not include task name.
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|
Date task is due in task list.
|
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|
|
Name of individual task. For Statutes of Limitations, the task name is Limitations Date.
|
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|
Whether or not to Notify the assigner when a task is complete. True = Yes, False = No.
|
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|
Priority of tasks in task list. Either "High," "Normal," or "Low."
|
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|
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The amount of time to remind the user berfore the task, in minutes.
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The status of the task on the task list page.
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The current state of the Reminder.
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The percentage of the total bill that is associated with Primary and Secondary taxes.
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The Primary tax rate applied to a bill, as listed in Settings-Bill Settings.
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The percentage of the total bill that is associated with Time Activities.
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Activity details shown in the Time/Expense Description field on the Activity page.
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The billing rate as defined in Settings-Manage User, for the person that entered the Activity.
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The email address as defined in Settings-Manage User, for the person that entered the Activity.
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The first name as defined in Settings-Manage User, for the person that entered the Activity.
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The full name as defined in Settings-Manage User, for the person that entered the Activity.
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The initials as defined in Settings-Manage User, for the person that entered the Activity.
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The last name as defined in Settings-Manage User, for the person that entered the Activity.
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The phone number as defined in Settings-Manage User, for the person that entered the Activity.
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Timekeeper Subscriber Type
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The subscriber type as defined in Settings-Manage User, for the person that entered the record. Either "Attorney" or "Non-Attorney."
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The time zone as defined in Settings-Manage User, for the person that entered the record.
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The total cost of draft, billable and billed items in the Activity (Hours x Rate).
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The total amount of the bill with interest and less discounts.
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The balance of a bill after payment including interest.
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Total Bill (including Tax)
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The total amount on a specific invoice with tax and interest minus discounts and before payment.
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The total amount paid for the Bill.
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Transaction Reference Number
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The bank transaction reference number.
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The amount of a single transaction at the bank.
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Transactions Bank Account
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Bank account number for a transaction.
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The currency associated with a particular transaction through the bank account.
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The date associated with a particular transaction through the bank account.
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The description associated with a particular transaction through the bank account.
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Transactions Exchange Rate
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The exchange rate associated with a particular transaction through the bank account.
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Type of payment used for the transaction. Usually, Cash or Credit.
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Transactions Source/Recipient
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Information listed in the Source/Recipient on the Accounts page.
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The account that a particular transaction will impact. Usually, Asset or Liability.
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Describes the type of the bill. Either "MatterBill" or "ClientBill."
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UTBMS code number used to identify activity asssociated with the cost. These codes are called A codes.
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UTBMS Activity Description
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The description provided for the UTBMS Activity.
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The name of a UTBMS Activity.
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Identifies the type of Activity that is associated with the UTBMS item. Either "UTBMSActivity" or Null.
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UTBMS code number used to identify an expense asssociated with the cost. These codes are called E codes.
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UTBMS Expense Description
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The description provided for the UTBMS Expense.
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The name of a UTBMS Expense.
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Identifies the type of Activity that is associated with the UTBMS item. Either "UTBMSExpense" or Null.
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UTBMS code number used to identify tasks associated with the cost.. These codes are called L codes.
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The description provided for the UTBMS Task.
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The name of a UTBMS Task.
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Identifies the type of Activity that is associated with the UTBMS item. Either "UTBMSTask" or Null.
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