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Downloading and Backing Up Your LeanLaw Data
Downloading and Backing Up Your LeanLaw Data

Easily back up your clients, matters, and more with LeanLaw's download feature.

Tracie Cook avatar
Written by Tracie Cook
Updated over 9 months ago

LeanLaw allows you to download and back up crucial firm data for safekeeping. Here's a simplified guide.


Steps:

  1. Click the gear icon in the top right corner to access Settings.

  2. On the left-hand menu, navigate to Firm Setup > Firm Info.

  3. Locate the "Download LeanLaw Data" button at the bottom. Click to download.

Download Details:

  • Your data will be compressed into a ZIP folder.

  • Unzipping the folder reveals individual Excel files for:

    • Clients

    • Matters

    • Rates

    • Time Entries

    • Expenses

    • Fixed Fees

Have questions? Feel free to reach out to our Customer Success team!

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