As part of your firm's billing process, you likely track expenses. As part of your migration to LeanLaw, we'll want to grab those out of Tabs3.
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To get started, open your PracticeMaster program. Make sure that your Task Folders is open, and click into "Reports". Open your "Report Writer"
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Once you've opened the Report Writer, find "_clntexp" and Modify it.
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Towards the bottom of the Main tab, you'll find "Output Type". Select "Export As" and then "Comma Quote Delimited". Save the changes, and Print the document.
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Make sure to change your Selected Printer to "Microsoft Print to PDF", to save a local copy of the file. Once saved and downloaded, submit the document to our Engineering team to have it uploaded to your LeanLaw account.
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