Team Settings

Getting your Team setup in LeanLaw

Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

While entering time, having easy access to relevant descriptions of your activities makes tracking time a breeze. Tasks and Shortcuts allows you to add/edit pre-made entries for your team. 

Anything from initial consultations to applications, assigning Fixed Fees to Matters is a must-have for many firms. Setting templates for FF allows for simple setup of matters that require them!

For items you expense to clients, Expense Templates allow you to easily keep track of the usual expenses. When adding an expense to a matter, you'll see these templated items available in the drop-down menu. 

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