LeanLaw

Using the Client and Matter ID settings to automatically apply sequential numbering to your clients and matters

Automating Client and Matter IDs

Client-based or matter-based? A detailed description of what it means and how trust accounting and billing is affected.

How both types of accounting will impact your QuickBooks

How to create and manage clients and matters in LeanLaw

Input your Clients and Matters into LeanLaw

Understanding the fields on the Client Information page and how to edit them

Deleting a Client or Matter with deposited funds in Trust.

Typically involves examining the clients and matters to determine whether the the firm has represented adverse parties before

A step-by-step guide to reassigning responsible attorney on a matter

Setting up Custom Matter Field Names for your Matters

First steps in LeanLaw: creating a client and matter

Archive past matters to declutter your LeanLaw account or reactivate archived matters as needed.

Archive inactive clients to help optimize LeanLaw.

Deleting unengaged clients or matters can help optimize your firm's client management.

Practice Areas allow you to differentiate between the types of services provided.

LeanLaw supports a variety of ways to bill a matter: Hourly, Contingency, Fixed Fee, Pro Bono, and Internal.

Navigating your personal settings in LeanLaw

Assign an originating attorney to matters for revenue allocation.

How to set different bill rates for different types of work performed by the same attorney

Add a custom checkbox to your time entries and expenses for more data tracking

How to create, manage, and troubleshoot clients & matters

Create a custom design with text, images, and links