What’s new in LeanLaw this month?
May’s development focused on fixing bugs and setting the foundation for a stable release of some upcoming features. Read about them below!
We have some exciting features in the beta stages right now. Some firms are already trying out these features, but they’ll be released once we know they’re bug free. Contact our support team if you’re interested in trying any of these beta features.
New Client and Matter UI
This feature improves the Matters page and introduces a dedicated Clients page with shortcuts, an overview tab, billing history, and so many more improvements. Your client and matter management will look a little different when this feature releases to LeanLaw Core, but all of the functions you know and love will still be available, and our team will still be here to help you find them! Expect to see this one within the coming weeks.
New Reports UI
Five new reports and a brand new Reports interface are coming to LeanLaw Pro. Similar to the aforementioned client and matter UI, the new Reports UI should be ready for release in June. Also similarly, all of the reports you love will be on this new UI, and we'll be here to help you find them.
As we mentioned last month, the introduction of API keys will improve the ability to integrate LeanLaw with other services. This feature will let you copy your client and matter information into compatible programs, like Microsoft’s Sharepoint, with security and speed, saving you the hassle of entering the data line-by-line. The API key is now ready for beta testing, and will be available to all Pro users soon.
Period report improvements
The period report is already a powerful report with many preset time periods. However, we’re adding the ability to separate the time period and the time unit you wish to filter. This means you’ll be able to choose a time unit, such as quarters, and then choose a time period, such as the last year and a half, and LeanLaw will give you a report from the last year and a half, with each column having your quarterly data. Expect this change to be ready soon.
As always, we’ve also been hard at work to squash bugs and improve the UI. Here are the patch notes for last month’s development.
June 1, 2021:
Fixed the Billed/Not Billed filter disappearing from the Billable by User report once you click on a user
May 26, 2021:
Fixed an interaction between revenue reports and payments that had their Client Accounting option switched after being billed.
Added caterpillar LEDES codes.
Added a lock to distributions when in “distributed” state.
Polished the new client and matter UI.
Added the ability to create an API key in settings.
May 17, 2021:
Fixed an issue where the Invoice Builder wouldn’t load.
May 14 2021:
Fixed inconsistencies involving with fixed fee totals in Ready to Bill and Billable by User reports.
Fixed an issue where snippets and timers wouldn’t use.25 hour rounding when .25 hour rounding was enabled.
Fixed a bug where Gravity Legal’s credit card status wasn’t correctly reporting.
Fixed an issue involving write-down rounding.
Fixed an issue where client ID numbers wouldn’t display if they followed a certain pattern.
Fixed the Approve button so it now saves changes made in the invoice in addition to approving the invoice.
Fixed an issue with the Export button on the Billable by Client report.
May 12, 2021:
Fixed two issues with the My Revenue report.
May 04, 2021:
Fixed two issues with compatibility from QuickBooks Online’s custom fields.
May 03, 2021:
Fixed an issue where recurring fixed fees wouldn’t recur.
Looking for more updates? You can find last month's release notes here.