What’s new in LeanLaw this month?

Previously, if you wanted create multiple time entries for a repetitive activity, you had to manually recreate the entry. Duplicate Time Entry copies all information from the selected time entry, replacing the date with today's date. Even if you wish to change the date or edit the description before saving, Duplicate Time Entry will save you time by serving as a template.

To learn more about where to find the Duplicate Time Entry button and how to use it, check out our help document here.

If your firm allocates a percentage of a matter's revenue to its responsible attorney, you can now set this in LeanLaw. Setting a value in the Responsible Attorney Share will affect payment allocation details for each payment as well as your firm’s Revenue by Attorney report. Note that, like all revenue settings, any changes you make will apply retroactively and may change the numbers in previous reports.

To set this allocation, go to your firm’s Settings page and then click on Reports on the left sidebar, or just click this link to go directly to your firm's Reports Settings.

You’re probably familiar with our Ready to Bill/WIP report, which provides a monetary summary of an attorney’s work and expenses yet to be billed across all clients and matters. The WIP Detail Report lists and describes all users’ unbilled time entries and expenses across the firm divided, categorized by the user who worked, with totals for each user and for all users combined.

Find this report in the Reports page, under the By User heading.

You now have more control over your expenses with two new features:

Require user on expenses is a firm-wide setting that will require all expenses to have a user assigned at the time they’re created or imported into QuickBooks. For firms that want every expense to be assigned to a user, this setting will protect you from accidentally billing an unassigned expense.

We know many firms prefer to keep expenses unallocated, so this setting is left off by default. Activate it in the Firm Info page of Settings.

Expenses can now be assigned or reassigned after being billed. If you discover you accidentally billed an expense without assigning it, it’s no problem now! Just go to your Expenses page, find the expense (you'll need to set the Show Billed filter to Billed, if the expense has already been billed), open the expense, assign a user, and save.

This will update the entry and all reports associated with expenses to recognize the new user as the owner of the expense. Note that finalized invoices will not be affected by this change.

If your firm uses administrative fees, you’ll now find all collected administrative fees in columns that include the word services, such as Collected Services. Because administrative fees aren't part of a user’s revenue, user-based reports (such as Revenue by Attorney) now include administrative fees and unallocated fixed fees in an Unallocated Services row. We believe this change more accurately represents administrative fees in reporting.

We have some exciting features being beta tested right now. Some firms are already trying out these features, but they’ll be available for all once we know they’re bug free. Contact our team if you’re interested in trying any of these beta features.

We’re developing a public API that allows the retrieval of bulk information from firms, such as client contact information, client and matter lists, and more. Developers can use this to securely integrate LeanLaw with other programs, like Sharepoint. The API is in closed beta; please contact LeanLaw if you're interested in exploring it.

As always, we’ve also been hard at work to squash bugs and improve the our interface. Here are the patch notes for this month’s development.

July 27, 2021

July 20, 2021

July 17, 2021

July 15, 2021

July 02, 2021

Looking for more? You can find last month's release notes here.