Disclaimer:  I am not an accountant nor a bookkeeper - merely a lowly paralegal to a solo practitioner.  I have been tasked with figuring this out, but I'm quickly hitting a wall and don't know where to turn.  I submitted a "Case" for this, but the response I received was "Please contact support via chat or schedule an appointment for assistance."  I can't get an appointment until next week and I am not trying to type any more than I have below in an online chat to someone to get this resolved.  I barely know what I'm talking about, so trying to communicate my issue via an online chat sounds unproductive.  Alas, here I am because I need a solution more quickly than next week.  I copy and pasted what I wrote in my "Case" below:

I have been following the instructions in "How do I setup LEDES 1998B Format?" (Solution ID 96209 in the Sage Knowledgebase), but have run into questions that I don't believe are addressed. I believe that I have imported the LEDES Task Codes, Activity Codes, and Expense Codes correctly (this should probably be checked). However, when I go into Names>Client List>[open any client]>References, I can only select one additional Template from which I can "Also use References from template". I need to be able to use all of the LEDES Codes I have imported. What am I doing wrong?

Additionally, since this is the first time we've been required to use LEDES formatting, we have old, meaningless, "codes" in our Task List (Nickname 2) that we need to 1) update any unbilled slips over to the LEDES codes and 2) once all slips are updated to the LEDES codes, we need to delete the non-LEDES codes from our drop-down menu. I don't know how to do this or if there is an efficient and safe way to do this conversion.

After the aforementioned issues are resolved, I would like to enlist some help to ensure that the rest of the setup goes smoothly. Our client is requesting a "sample" of the LEDES file we will be submitting to them on a regular basis so they can test it with their system. I do not know how to provide that to them and need assistance in doing so, please!