This guide will show you the process of adding a new user and managing user settings. Watch the video or follow the step-by-step instructions below to learn about how to add new users and manage your users overall.
Step-by-Step Instructions
Access User Management:
Log in to your LeanLaw account.
Click on the settings gear icon located in the top right corner.
Scroll down in the settings menu and find “Users” under “Firm Setup.”
View Current Users:
In the “Users” section, you’ll see a list of all current users, categorized as paid seats and exempt users.
Exempt users are usually external bookkeepers/accountants who are not part of your firm.
Invite a New User:
Click on the “Invite User” button to add a new user.
Enter the email address of the user you want to invite.
Add the user’s name and set their standard rate for billing.
Select User Role:
Choose the appropriate role for the user from the following options:
Principal: Owners or partners in the firm.
Attorney: Non-principal attorneys.
Paralegal: Support staff with paralegal roles.
Operator: Admin staff who may also handle bookkeeping tasks and have high permissions.
Timekeeper: Clerks or staff responsible for entering time for others.
Customize User Permissions:
Depending on the user’s role, you can customize their permissions further:
Check “CC on Cases” if an attorney should receive a copy of every invoice for clients for whom they are set as responsible attorney.
Check “Access to Firm Setup” if the user should have access to firm settings.
Check “Include on All Matters” if the user should have access to all matters by default.
Add the New User:
Once you’ve filled in the required information and set the permissions, click “Add User” to proceed.
An email invitation will be sent to the new user, prompting them to set up their password and login credentials.
Update User Rates:
If you need to set up multiple rates for an attorney (e.g., standard rate, premium rate, discount rate), you can do this by clicking into the user’s profile and selecting “Update Rates.”
Enter the different rates in the rate list provided.
Review User Information:
Double-check the user’s information, including their email, first name, last name initials (if desired), role, permissions, and rate list.
By following these steps, you can successfully add a new user to your LeanLaw account and customize their permissions and billing rates as needed.