Streamlining Legal Billing—Now Smarter Than Ever
Legal professionals know that efficient, accurate invoicing is essential for client trust and business growth (and getting paid!). With the latest update to Dynamics 365 for Legal, we’re pleased to announce new LEDES (Legal Electronic Data Exchange Standard) integration alongside advanced invoicing features designed to make billing easier, faster, and more compliant with industry requirements.
The LEDES format is now available as an invoice output option, ensuring seamless compatibility with clients and legal departments who require this global billing standard. Generating LEDES invoices is as simple as selecting your preferred format from the Invoice List—whether you need Tax Invoice Word/PDF, LEDES, or PDF without attachments, Dynamics 365 caters to every requirement.
Our advanced invoicing and budgeting enhancements empower legal teams to manage billing events, budgets, add expenses, and approve entries with greater control and transparency. Invoices can be generated in bulk, viewed and managed in a centralized Invoice List, and edited both inline and via Excel Online for bulk changes. These updates allow for easy adjustment of line items, bulk edits of billing events and expenses, and streamlined status changes from ‘New’ to ‘Billed’, ‘Complete’, or ‘Cancelled’—ensuring your records stay accurate and up-to-date.
With Dynamics 365 for Legal’s latest features, you can simplify your workflow from recording budgets, billable time and costs, through bulk invoice generation, to finalizing payments—all while meeting the highest standards of legal invoicing. Request the Dynamics 365 Quick Start Guide for Legal Invoicing to learn more about these powerful new tools and how they can transform your practice.
Ready to elevate your firm’s billing processes? For a quick Teams Meeting demo – contact us today, David@d365.Global, WhatsApp +61 409 245 354 or visit https://learn.d365.global/Tutorials/D365Guides/D365LegalGuides/D365LegalCaseMgmt
d365Legal LEDES
