Note: Reviewer is only available in LeanLaw Pro. To change your subscription, visit your firm's subscription page.

Much like the Responsible and Originating statuses, you can assign a user to be a matter’s reviewer. Reviewer is used with the Show Matters for User filter, found on many pages throughout the product. This allows a firm to keep track of who should be reviewing a given matter, and allows reviewers to filter out matters and focus only on the invoices they need to review.

Before you can set a user to be a matter’s user, you need to enable Reviewer in your firm’s settings.

In your firm’s Settings ⚙️ click on Billing (Workflow/Fees) to access your firm’s Billing workflow settings.

Once in the Billing (Workflow/Fees) page of your firm's settings, click the switch beneath the Reviewer so that the green dot is on the side which reads YES. Save your changes by clicking the green Save Changes button in the bottom right.

Your firm may now set users as Reviewers.

Setting a user as a matter’s reviewer is done in the matter’s Billing & Rates tab.

Click on Matters in the main navigation bar. This will take you to your firm’s Matters page.

On the Matters page, click on the matter for which you wish to set your reviewer(s). You can type the matter’s name in the search field to make it easier to find.

With the matter open, click on the Billing & Rates tab.

In the Billing & Rates tab, locate the user which you wish to make a reviewer on the matter, and click the checkbox to the right of that user’s name, located in the Reviewer column.

Click the green Save Changes button to save your changes.

Once a user has been designated as a matter’s reviewer, the View Matters for User filter can be used with the Reviewer checkbox for a variety of uses.

While viewing any tab on the Billing page (Ready to Bill, Drafts, etc.) a reviewer can select themselves from the Show Matter for User filter, then check the Reviewer checkbox in order to view only the invoices which they need to review. This allows the user to quickly find only the invoices which need their attention.

In any report, you can also select the reviewer's name and the Reviewer checkbox beneath the View Matters for User filter. Here are some examples of how this can provide your firm with valuable insights: