You can quickly confirm whether an email was delivered, opened, clicked, or if there was an issue — all in one place.
Where to Find It
Go to Billing
Select Track Sent Emails from the left menu
You’ll see a searchable list of invoice and trust request emails sent from your firm.
What You’ll See
Each row represents one sent email.
Columns include:
Client – The associated client
Message – The email subject line
From – The sending address for your firm
Type – Invoice or Trust Request
To – Number of recipients (click to expand and view addresses)
Status – Delivery/engagement status
Sent Date – Date the email was sent
Use the search bar and filters at the top to narrow results.
Understanding Email Statuses
The Status column shows the current state of the email. Common statuses include:
Sent – Email successfully sent
Delivered – Delivered to the recipient’s mail server
Opened – Email was opened
Clicked – A link (such as the invoice link) was clicked
Mixed – Multiple recipients with different statuses
Bounced – Email could not be delivered
Dropped – Email was not sent due to a suppression or delivery issue
“Opened” depends on the recipient’s email settings. Some systems block tracking, so an email may be viewed even if it does not show as Opened.
For a full explanation of all statuses, see:
The 9 States of Emails Sent Through LeanLaw
Filtering Your Results
Filters at the top of the page allow you to narrow results by:
Original Sent Date
Invoice Status (Unpaid, Partially Paid, Paid)
Client
Matter
Type
Show Matters Involving (Responsible or Originating attorney)
Filtering is especially helpful when reviewing unpaid invoices or preparing to send reminders.
Why Isn’t My Invoice Showing?
If you know an invoice was emailed but it does not appear on the page, check your Status filter.
By default, the filter may be set to Unpaid.
If the invoice is:
Partially Paid, or
Fully Paid,
it will not appear unless you adjust the filter.
How to Fix It
Locate the Status dropdown at the top of the page.
Select Partially Paid, or
Clear the filter to display all statuses.
In many cases, if an invoice does not appear, it is due to filtering — not a delivery issue.
Sending Invoice Reminders
You can send reminders directly from this page.
Select one or more invoices using the checkbox.
Click Send Reminder.
Reminders are available for eligible unpaid invoices.
For more details, see:
Setting Up Invoice Reminders in LeanLaw
Troubleshooting Tips
Client says they didn’t receive the invoice?
Check for a Bounced or Dropped status.
Expand the To column to confirm the email address.
Verify the client’s contact email in LeanLaw.
Email shows Sent but not Opened?
The recipient’s email security settings may block tracking.
Lack of an “Opened” status does not always mean it wasn’t viewed.
If you have questions about delivery or engagement statuses, our Solution Engineering team is happy to help.