Efficiently managing and exporting Work In Progress (WIP) data, complete with LEDES codes, is possible through LeanLaw's Custom Report feature. Below, you will find a step-by-step guide for setting up and exporting such data, along with additional tips for ensuring the LEDES codes appear in your export.
Step-by-Step Guide to Exporting WIP Data with LEDES Codes
LeanLaw doesn't offer a built-in standard report for exporting all WIP entries, including LEDES codes, in one step. However, you can leverage the Custom Report feature to achieve this:
Access the Custom Report Feature Navigate to the Custom Report section in LeanLaw.
Create a New Dashboard Set up a new dashboard to customize your report.
Add Relevant Fields Drag and drop the following fields into your dashboard: - Matter Name (to identify the specific case or matter)- Billed Status (to track whether entries are billed or still in progress)- Description (to provide details of the WIP entry)- Task Code (representation of LEDES task types)- Activity Code (representation of LEDES activity types)
Export the Report Once your dashboard includes the necessary fields, export the report following LeanLaw's standard export procedures. The exported report will present the entries, including all selected data fields.
Alternative Method: Viewing WIP Data in the Drafts Section
As an alternative, you can view WIP entries in the Drafts section for a specific matter. While this method offers access to similar data, it is more time-consuming and does not allow for direct export.
Important Notes
Enabling LEDES Codes: Ensure that LEDES codes (Task and Activity Codes) are enabled and properly applied to time entries. Without this setup, the relevant codes will not appear in reports.
Customizability: The fields mentioned above are suggestions. Users may include additional fields or exclude certain ones based on specific requirements.
Conclusion
Using LeanLaw's Custom Report feature is an effective way to export WIP time entries with LEDES codes. By following the steps outlined, you can customize and streamline your reporting process. For flexibility, consider tailoring the selected fields to your unique needs. If you need further assistance, refer to LeanLaw's support resources or contact customer support.