LeanLaw

A quick, secure way to transfer data to and from your firm's account in LeanLaw

LeanLaw API: Introduction and Reference

How to Automate Your Workflow with LeanLaw's Zapier App

Step-by-Step Guide: Setting Up Multiple Trust Account Mapping

Jessi McCullough

Melissa Schaefers

Learn about how your tech stack can integrate with LeanLaw!

Integrations and Solutions

Learn about the changes toward American Express processing fees for Confido Legal users.

April 1, 2025 | FAQ: AMEX Fees for Confido Legal Payment Processing in LeanLaw

How to Use Custom Fields in Reports

LeanLaw works with browser Spell Check features to assist in recording quality information in text boxes.

Is there an Automatic Spell Check feature that corrects misspellings in description boxes? [FAQ]

Merge Gravity Legal to Confido Payments in QuickBooks: Rename ‘Gravity’ to ‘Confido’ in Payment Methods.

How to Update Historical Transactions from “Gravity” to “Confido” in QuickBooks Online

How to add or update a trust bank account to your Confido Legal profile for accurate Trust Accounting

Adding a Trust Bank Account to Your Confido Legal Profile

Guide on setting up recurring payments in Confido Legal & recording them in LeanLaw. Streamline billing and recoup outstanding invoices

How to Create a Payment Plan for Outstanding Invoices

Learn how you can accept ePayments and sync Confido Legal with LeanLaw

EPayments with Confido Legal

Connecting LeanLaw, Confido Legal, and QuickBooks Online to help your firm streamline invoice and trust collections.

Getting Started with ePayments: Confido Legal Integration

The essential steps to get started with Confido Legal.

Getting Started with ePayments: Confido Legal Application

Answers to common questions about Confido Legal when getting started.

Getting Started with ePayments: FAQ

Getting Started

This guide provides step-by-step instructions for both end users and IT administrators to enable and manage the Microsoft 365 integration.

Microsoft 365 Calendar Integration Guide

M365 calendar integration, improved filters, right-side entry panel, in-line client/matter creation, and LEDES codes.

New Time Entries Page

Guides to help users user our M365 integration

Microsoft 365

This guide walks you through the NetDocuments setup process so you can get started quickly and confidently with your document management.

Connecting LeanLaw & NetDocuments

Creating a client or matter in LeanLaw will automatically create or link the corresponding workspace in NetDocs—no double entry required.

Creating Clients & Matters in LeanLaw Linked to NetDocuments

How to get started with our NetDocuments integrations.

NetDocuments

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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