In order to access Advanced Reporting, you will need a LeanLaw Pro subscription. If you are building a custom report, you will need to also have the Lean Insights/Custom Reporting add-on for your firm.
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Step 1: Accessing Reports
Log in to LeanLaw and navigate to the Reports tab from the main menu.
Under Reports, you’ll find:
Standard Reports: Pre-built reports accessible to all LeanLaw users with reporting permissions.
Advanced Reports: Pre-built by LeanLaw for more detailed insights.
Custom Reports (Lean Insights): Allows full customization of dashboards and alerts.
Tip: If the Custom Reports section doesn’t load immediately, refresh your browser to ensure it appears correctly.
Step 2: Creating a Custom Dashboard
Go to My Custom Reports and click New to create a custom dashboard.
Name your dashboard (e.g., "Matter Hours Tracking").
To start editing, click the pencil icon next to your dashboard name. This will allow you to add or modify items on the dashboard.
Step 3: Building a Custom Report
Click Add Item and choose a visualization type (e.g., Table).
Use the Data Sets on the left-hand side to drag and drop the fields you want to include. For example:
Date of the time entry.
Hours (excluding billed hours if not required).
Full Name of the attorney.
Client Name and Matter Name.
Adjust the layout:
Reorder columns by dragging them in the Edit Columns menu.
Resize column widths for better visibility.
Tip: Use the gear icon in the Data Columns menu to format values like dates or decimal hours.
Step 4: Adding Filters
Click Add Item > Dropdown Filter.
Drag and drop the field you want to filter by (e.g., Matter Name).
Position the filter on the dashboard for easy access.
Use the dropdown to select specific matters or leave it open for all matters.
Step 5: Setting Up Alerts
Hover over the visualization you want to monitor and click the Set Alert (bell icon) in the top-right corner.
Configure the alert:
Name your alert (e.g., "Attorney Time Tracking").
Set the trigger condition:
For example, "If the maximum number of hours exceeds 20."
Specify the category to track (e.g., by Matter Name or Attorney Name).
Choose the frequency of the alert:
Options include daily, weekly, or custom intervals.
Set the notification channel:
By default, alerts are sent via email.
Additional options (e.g., Slack or SMS) may require further configuration.
Add a custom message or subject line for your email notifications.
Click Create to finalize the alert.
Step 6: Testing and Managing Alerts
Verify your alert by checking your email for notifications.
To edit an existing alert:
Go to the dashboard and click the bell icon > Manage Alerts.
Adjust the parameters or delete the alert as needed.
Share your dashboard with team members by clicking the Share button and adding their LeanLaw accounts.
Additional Tip
You can layer multiple filters and alerts for granular control.
Summary
This guide demonstrates how to:
Create a custom dashboard.
Build and filter reports.
Set up and manage alerts to monitor critical data.
By following these steps, you can efficiently track performance metrics and receive timely notifications. For further assistance, please reach out to LeanLaw's support team at Support@MyLeanLaw.com