To streamline your billing experience in LeanLaw, visit Subscription Settings under Firm Setup. From there, you can manage your subscription plan, update payment information, and review both upcoming and past invoices with ease.

Within the Plan tab you can review your subscription details which include: Product, Plan, Seats (Users), Price, and Billing Email.

1. Navigate to the Plan tab

2. Select Update Email

3. Edit Billing Email and Save

This setting allows you to change the product to Core or Pro, as well as change your billing cycle, or plan, to monthly or annually.

1. Navigate to the Plan tab

2. Select Change Product or Plan

3. Update Product or Plan

Some changes will require you to reach out to LeanLaw Support, our team will respond to you as quickly as possible to assist you with any changes that you can't make yourself!

In the Plan tab, you can easily access the Contact Us option to connect with live support. Simply provide the desired cancellation date for your subscription, and our team will respond as soon as possible to assist you.

If your firm’s card has expired or you're transitioning from card payments to ACH payments, these updates can be seamlessly managed under the Card tab.

1. Navigate to the Card tab

2. Select Update Card

3. Store Credit Card

1. Login and navigate to Live Support

2. Provide Support with Account Info

3. Verify Bank Account

To verify your bank account and enable default ACH payments for future invoices, you’ll receive two micro-deposits, each under $1. Once you provide those amounts to our support team, we can complete the verification process and set up default ACH payments for the next invoice.

This tab displays both completed payments and upcoming invoices, allowing you to track your transaction history and plan for future payments. If a payment attempt fails, your account access may be temporarily restricted. For assistance, please reach out to our support team!