Origination allocates a percentage of all recorded payments to the Originating Attorney. The Originating Attorney needs to be a user in LeanLaw and can be added when creating a matter, or edited later.
LeanLaw makes it easy to track origination-related revenue through detailed reports. The Originating Attorney will be visible in the Revenue by Originating Attorney, Allocation Details, and Compensation reports, giving firms a clear view of their originators' contributions. This streamlined approach supports efficient financial management and helps ensure accurate compensation tracking.
Originating Attorney Share 📊
If the attorney(s) receive an Originating Attorney Share of the Revenue Allocation, an Origination value can have a default firm share or a customized share per matter.
How to set a default firm Origination value:
1. Open Settings ⚙️
2. Select Compensation Tracking and Report Settings
3. Input value (%) in the designated field “Originating Attorney Share”
4. Save Changes
If a user is an originating attorney and a custom origination percentage isn’t set at the matter level, the user's origination defaults to the firm’s Originating Attorney Share.
Making “Originating” a Required Field ✅
If your firm would like to require this field to be filled out at the creation of the matter, go to your Firm Info page and select "Require Originating Attorney on matters”
Creating a New Matter ➕
You can set an originating attorney at matter creation by selecting a user with the Originating dropdown, indicated in the picture below. If you forgot how to create a matter, click here
Note: When creating a new matter only one originating attorney can be selected at first, more can be added once the matter is created.
Note: By default the originating attorney share will reflect what is set at the firm level. If a custom share is required, edit the share in the matter's Billing and Rates.
When Editing a Matter ✏️
When editing the originating attorney of an existing matter or adding additional originating attorneys, follow these steps:
1. Open the Matters tab
2. Select the matter you’d like to edit
3. Select “Billing and Rates” tab
4. Check/uncheck the box next to the User(s)
5. Determine the Customized share, or proceed to step 6 to default to the Firm Share
6. Save Changes.
Note: You can assign multiple originating attorneys.
What's next?