LeanLaw offers a specialized Invoice PDF feature tailored for law firms. Are you ready to see how it works?
Key Features of LeanLaw Invoicing
Multiple Templates
Core users: Access one template.
Pro Users: Access up to three templates.
Elite Users: Access to unlimited invoice templates.
Customizable: Tailor each template to match your brand and client preferences.
Invoice Customization
Include your firm's logo.
Choose summaries to include: account, retainer, and hour summaries.
Provides clear balance, payment, and new charge details.
Dynamic Updates
Invoices update automatically when any payments are made, ensuring clients always see the latest account status.
Note: This feature is in Advanced Release and is currently opt-in only. To opt in and start creating your own invoice template, contact our Support team at support@myleanlaw.com
Ready to make your firm stand out? Let's start with creating an invoice template.
Watch the video or read on below to go through each step!
Note: You will need access to your firm settings in order to proceed. If you don't have access, please reach out to your firm administrator or owner.
Getting Started with Invoice Templates
Let's create your first template:
Go to your LeanLaw Firm Settings page.
In the left menu, scroll to the "Invoice Email" section.
Click on the green "+ New Template" button on the upper right.
Customize your invoice to reflect your firm's brand:
Toggle account, trust, and hour summaries on or off.
Add custom fields to the header (details on custom fields here).
Organize table fields such as date, description, rate, and amount.
Add a custom message for clients at the top and any special instructions at the bottom.
Choose "trust" or "retainer" terms as best suits your firm and add a "Paid" stamp for completed invoices if desired.
When done, click "Save Template" at the bottom. Then, on the template screen, set your template as default by clicking the three dots on the far-right and selecting "Set as Default."
With your default template set, you're ready to begin invoicing!
Multiple Templates for Pro and Elite Users
Pro and Elite users can design multiple templates, setting one as the default. To assign a non-default template to a specific client or matter:
Find the client or matter by searching under the "Client" or "Matters" tab.
In the "Billing and Rates" tab, click on "Invoice Template."
Select the desired template from the dropdown and click "Save."
Now, you can tailor invoices for each client, keeping the process streamlined.
Common questions about LeanLaw Invoicing
➡️ What happens with my invoices in QuickBooks Online?
LeanLaw will still send all relevant information to QuickBooks, where it’s formatted for accountants or bookkeepers. LeanLaw’s invoice is designed to be client-facing.
➡️ Does this feature cost extra?
No, the feature is included in your LeanLaw subscription at no additional cost.
➡️ How do I update company information showing in the invoice?
Update information like email, company name, and address in LeanLaw’s "Firm Info" settings. If you do not see this option, contact your firm administrator.
➡️ Does this affect LEDES files?
No, your LEDES files are unaffected.
➡️ Can I include custom fields?
Yes! Pro and Elite users can add up to three custom fields to their invoice PDF.
➡️ Can I include a paid stamp?
Yes! Enable to paid stamp on each template in settings by toggling the option at the bottom.
➡️ How do I email invoices?
From the "Manage Invoices" page, click "Email" on the right side of the invoice.
Note: You must have set up a sender address before emailing through LeanLaw. Learn how to email invoices at no extra cost through LeanLaw by clicking here:
Additional resources:
Watch the Invoice PDF Masterclass - where we answer live questions from firms like yours about the Invoice functionality.
Explore the new Invoice PDF feature hands-on: Take the Tour