Q: We are going to start practicing in a sub-specialty area (unemployment insurance). Is there a way that I can mark or designate matters that are unemployment matters, so I can run reports on just unemployment matters?
A: Setting Practice Areas can be used to designate Matters as being specific sub-specialties. You can create Practice Areas in your settings and assign them to matters.
Setting up Practice Areas will categorize matters to utilize reporting and sorting tools to differentiate between the legal services provided throughout the firm.
How to Set up Practice Areas
1. Login to LeanLaw, open Settings
2. Select Practice Areas and click Create
Under Team Settings select Practice Areas, then Create
3. Create new Practice Area
Fill out the name field, if this Practice Area is the default practice, toggle the switch to YES.
Once the fields have been filled select CREATE. Your default Practice Area will be identified with a check in the default column.
How to require setting Practice Area on all Matters
1. Open Firm Settings
2. Under Team Settings, Select Practice Areas
3. Check the box next to "Require setting Practice Area on all matters"
4. Select Save Changes
How to set a Practice Area when editing a Matter
Any matter that doesn't have a designated Practice Area can be edited and set for tracking purposes.
1. Navigate to Matters and select the Matter
To find the specific matter you are looking for use the filters and search bar for assistance.
2. In the Matter's Info, select Edit
3. Select Practice Area and Update
Once Practice Areas have been set in the firm's settings they will be available in the drop down menu of the Practice Area field.