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Creating Fixed Fees in LeanLaw
Creating Fixed Fees in LeanLaw

How to create and manage fixed fees for your matters in LeanLaw

Gabe Blanchet avatar
Written by Gabe Blanchet
Updated over 7 months ago

This will guide you through the process of creating fixed fees in LeanLaw. Watch the video or following the step-by-step instructions for managing your fixed fees.

Step-by-Step Instructions

Creating Fixed Fee Templates for Frequently Used Fixed Fees:

  1. In LeanLaw click on the settings gear in the top right corner of the screen. On the left, under Team Settings, click on “Fixed Fee Templates”

  2. Click on the option to add a new template.

    1. Set the amount for the fixed fee template, e.g., $250.

    2. Enter a description for the template, for example, "Initial Consultation."

    3. Optionally, add a label for internal recognition, such as "Initial" in this case.

    4. If applicable, specify if the fixed fee requires LEDES codes.

    5. Click on the option to create and add the new fixed fee template.

Viewing Templates:

  • Navigate to the list of fixed fee templates to ensure your new template, e.g., "Initial," is visible.

Editing Templates (Optional):

  • If needed, click on the template to make edits, such as updating the amount for future changes in charges.

  • Save the changes if any, or cancel if not necessary.

Entering Fixed Fees for Clients:

When you need to add a fixed fee for a client, you have two options:

  1. Quick Create Menu:

    1. Access the quick create menu using the plus sign.

    2. Choose "Fixed Fee" from the menu.

    3. Select the client you want to add a fixed fee to by typing their name.

    4. If using a template, choose the appropriate one from the list and click "Create Fixed Fee."

    5. If not using a template, enter the negotiated amount for this specific fixed fee.

    6. Add any additional details, such as the user responsible for this fee.

    7. Click on the option to create the fixed fee.

  2. Matter Area:

    1. Alternatively, if you are within a specific matter, navigate to the fixed fee tab.

    2. Choose to add a fixed fee either from a template or as a one-time entry.

    3. Follow the same steps as described in Option 1 to create the fixed fee.

Reviewing Fixed Fees:

  • Check the matter management area for the client to see the fixed fee entry.

  • Verify that the fixed fee is visible under the Fixed Fee tab and marked as not billed.

Billing Preparation:

  • Fixed fees are captured in the ready-to-bill section along with other billable items.

By following these steps, you can efficiently create and manage fixed fees for your clients.

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