The information you enter in your Client Information page affects multiple areas of LeanLaw. For example, the client’s company name will be the name you select when creating and viewing time entries, will be visible to the client on their invoices, and will be how you track the client in reports. However, anything you type in a field like Notes will only be visible when users in your firm view that client's Overview page.
This article will help you understand how to edit your client's information and whether that information will appear on your client's invoices
How to Edit Client Information
1. Open the Clients page
On the main navigation bar, at the top of LeanLaw, click on the Clients button. This will bring you to the Clients page, where all of your clients are listed.
2. Click your client’s name
On the Clients page, locate the client whose information you wish to edit. If you’re having trouble finding the client, try typing their name in the Search field at the top of the page. Once you’ve found the client’s name, click it to open that client’s Overview page.
3. Click Edit
In the top right corner of the Overview page, to the right of any existing client information you have entered, you’ll see a button labeled Edit. Click Edit to open a customizable version of your Client Information page.
4. Edit your client’s information
On the Client Information page, edit the desired information fields. More information on what each field does and whether it will be visible on your client’s invoices is available below. When you’re finished, click the green Update button to save your changes.
Your client’s information is now updated!
Note that some edits you make will not affect current or previous invoices--including any invoices currently in Drafts. Always open your invoices before emailing them to ensure they list correct information. If you don't see updated information in an invoice, you will have to use the Undo function to send them back to Ready to Bill and restart the invoice process.
The table below describes the fields according to their labels on the Client Information page and states whether that information is visible by default to clients in invoicing. Note that some settings in LeanLaw or QuickBooks, such as the custom field, can allow you to add extra information to invoices, if desired.
Visible in invoices by default?
Your client’s company name. LeanLaw will prioritize this over
Your client’s ID for quick reference purposes. Appears in several places throughout the product including directly before the client’s name when the client is listed and hyphenated before the matter ID when. You can automate Client ID in your firm’s settings.
(Can be added through custom fields)
The display name used for this client throughout LeanLaw. By default, the display name will be the company name, if one is listed. However, this field can be edited to whatever you'd like.
Title, First Name, Middle Name, Last Name, Suffix
These five fields will be combined in the same order you see on the Client Information page to make up your client’s full name. Suffixes will not appear on invoices.
Title, First Name, Middle Name, and Last name: Yes
Your client’s email address. LeanLaw and QuickBooks will use this address to email invoices to your client.
Any email addresses entered in this field, separated by a comma and a space, will also be emailed a carbon copy of the invoice whenever this client is emailed an invoice.
These two fields allow you to enter a land line and a cellular phone number. These numbers will be visible on the Clients page and in the Client Contact Report.
Your client’s fax number. Neither LeanLaw nor QuickBooks has fax capabilities.
A field provided for you to enter any extra contact information, if desired.
Your client’s street address. LeanLaw and QuickBooks will enter your client’s address on all printed invoices based on your client’s company name, "Attn:" to your client’s name, and all other provided address information.
Your client’s city or town for invoicing purposes.
Your client’s state, province, or region for invoicing purposes.
Your client’s ZIP code for invoicing purposes.
Your client’s country for invoicing purposes.
A field provided to allow you to enter miscellaneous notes about your client. These notes will be visible to anyone in your firm if they view the client’s Overview tab, but will not be visible to the client.