Data Point

Type of Data

Definition

CompanyId

GUID

Internal LeanLaw unique identifier for a company (firm); used to permission data

InvoiceId

GUID

Internal LeanLaw unique identifier for an invoice

Invoice Status

String

Current status of the invoice; values include Approved, Closed, Deleted, Draft, Open, Review

QuickBooksId

String

QuickBooks unique identifier for the invoice

Invoice Number

String

Number assigned to the invoice to allow for the identification of invoices

Invoiced Amount

Decimal

Dollar amount billed for an invoice; accounts for any adjustments made in QuickBooks after submission (can include adjustments for tax, discounts, manual charges, etc.)

Balance

Decimal

Current outstanding amount for the invoice

Outstanding Percentage

Decimal

Percentage of the invoice amount that is outstanding (represented as a number between 0 and 1)

Paid Percentage

Decimal

Percentage of the invoice amount that has been paid (represented as a number between 0 and 1)

Invoice Date

Date

Date of the invoice

Invoice Delivery Status

String

Status of the invoice; values include Unknown, ToEmail, Emailed, ToPrint, Printed, Emailing, EmailFailed

PaymentId

GUID

Internal LeanLaw unique identifier for a specific payment

Payment QuickBooksId

String

QuickBooks unique identifier for the payment

Paid Amount

Decimal

Dollar amount of payment received

Payment Date

Date

Date on which the payment was received

InvoicePaymentId

GUID

Internal LeanLaw unique identifier that ties a payment to an invoice

Distribution Status

String

Current status of distribution; values include draft and distributed

ClientId

GUID

Internal LeanLaw unique identifier for a company's client; used to uniquely identify clients

Client Name

String

Name of the client

Client Label

String

The client number and client name combined; if no client number is present then the value will reflect the client name alone

Client Display Name

String

The display name of the client populated upon client set up

MatterId

GUID

Internal LeanLaw unique identifier for a company's matter; used to uniquely identify matters

Matter Name

String

Name of the matter

Matter Label

String

Combination of matter reference and name of the matter

Matter Reference

String

Reference number that can be used to track a specific matter, if provided

Practice Area

String

Practice area associated with the time entry based on firm's designated practice areas

Matter Opened

Date

Date at which the matter was opened

UserId

GUID

Internal LeanLaw unique identifier for the responsible attorney; used to uniquely identify a user

Responsible Attorney FullName

String

Full name of the responsible attorney associated with the invoice

Responsible Attorney FirstName

String

First name of the responsible attorney associated with the invoice

Responsible Attorney LastName

String

Last name of the responsible attorney associated with the invoice

Responsible Attorney Role

String

LeanLaw role of the responsible attorney; values include paralegal, accountant, lead, principal, operators, and timekeeper

Responsible Attorney Initials

String

Initials of the responsible attorney associated with the invoice

Summarized Invoiced Amount

Decimal

The dollar amount invoiced, designed for use in summarized items in a dashboard. This field will only show for the first payment amount if there are multiple payments.

Summarized Balance

Decimal

The outstanding balance of the invoice, designed for use in summarized items in the dashboard. This field will only show for the last payment amount if there are multiple payments.