Requirements to Mail or Email an Invoice to CounselLink

Emailing Invoice

The Billing Guidelines / Corporate Protocols document was created by your client to specify requirements for invoicing their matters.

If you are using paper processing to upload your invoices and want the supporting documents (e.g., receipts, etc.) attached to the invoice, you must send 1 file containing both the invoice and supporting documents.

If the client wants the supporting documents to appear in the document tab, you must wait for the invoice to appear in the system and then attach supporting documents to the Documents tab.

Create invoices using your preferred output format and email them to counsellinkinvoices@lexisnexis.com. You may email invoices in the following formats: .pdf, .doc, .docx, .txt, .xls and .xlsx. You can attach as many invoices as necessary to the email but here should only be 1 invoice per attachment. ZIP files are not accepted when submitting invoices. If you are concerned about the size of a particular email, send multiple emails. The size limit for counsellinkinvoices@lexisnexis.com is 5 MB. All emailed invoices are printed by CounselLink staff and treated as a paper invoice. See Sample Invoice.

If you submit an invoice via email and the attachment is a .pdf, the person who sent the email receives a confirmation email with the CounselLink tracking number. If the attachment is not a .pdf, you will not receive a confirmation email.

Note: CounselLink "the product" accepts .docx and .xlsx extensions however, counsellinkinvoices@lexisnexis.com will not recognize the attachment as this is a limitation of the inbox.

CounselLink Requirements for Format and/or Quality

• Invoice should not contain bold, italic, underlined, shaded or too light/dark charge text
• Minimum 10 point font size
• Font Type:
  • Arial
  • Courier
  • Time New Roman
• Portrait or Landscape orientation. Do not combine orientations on a single invoice.

 

Make sure each invoice has at least the following data points:

• All Paper processing invoices, email are required to be in English
• Corporate Client Name
• Corporate Matter ID and/or CounselLink Tracking Number/Matter ID
• Law Firm/Non-Law Firm Invoice Number
• Invoice Date
• A Fee and/or Disbursement total and an Invoice Total

Important

Invoices must not include:

• Do not include Past Due Amounts.
• Do not include Accrued Totals covering more than 1 invoice. The total of the invoice is entered as a Control Number, and then the individual line items are entered. If the line items do not match the Total Due amount, the invoice is rejected for a Math Error.