LeanLaw

Revenue by client and by users, including allocation for originators

Revenue Reports

How Work in Progress (WIP) work in LeanLaw

How To: Create a Work in Progress (WIP) Report in LeanLaw

Compensation Tracking Settings

Getting a snapshot of the funds that are outstanding and due to you by your clients

How to View Aged Receivables in Lean Law

Understanding allocation details, uses for the report, and where to find it

Using the Compensation (Revenue by Attorney) Report

Understanding the report that looks at overall performance in a given time period

Reports: WIP, Billed, Collected

Unlock valuable insights with LeanLaw's advanced reports suite. Measure performance and make informed decisions effortlessly.

Lean Insights Overview

Learn about the Insights View on the Time Entries page

Lean Insights: Insights View on Time Entries page

Doug Schmierer

Jay Sanchez

Jonathon Fishman

Using reports to track firm performance & profitability

Reporting & Advanced Features

Track billed and ready-to-bill hours, expenses, and write-downs to assess productivity and optimize fee structures efficiently.

Productivity by Client, Matter, and User

Learn how to use the Billable by Client and Matter report to track hours, expenses, and invoices with filters, exports, and troubleshooting.

Billable by Client and Matter

Understanding Standard Reports

Learn how to add an item to a dashboard in Lean Insights custom reporting

Lean Insights: Adding Items to a Dashboard

Learn how to add data to an item in a dashboard

Lean Insights: Adding Data

Learn how to manage and customize settings of an item in a dashboard

Lean Insights: Item Settings and Customization

Learn how to customize your date filter in Lean Insights custom reporting

Lean Insights: Date Filter Customization

Learn how to summarize data in a dashboard in Lean Insights custom reporting

Lean Insights: Summarizing Information

Learn how to add more advanced filters to a dashboard in Lean Insights custom reporting

Lean Insights: Advanced Filtering

Learn how to share a dashboard in Lean Insights custom reporting

Lean Insights: Sharing a Dashboard

Learn how to delete, copy and edit dashboard in Lean Insights custom reporting

Lean Insights: Delete, Copy and Edit Dashboards

Learn about the different data sets available for use in building Lean Insights custom reports

Lean Insights: Datasets Overview

Data dictionary for the Activities Dataset available as part of Lean Insight's custom reporting solution.

Lean Insights Data: Activities Dataset

Data dictionary for the InvoicePayments Dataset available as part of Lean Insight's custom reporting solution.

Lean Insights Data: InvoicePayments Dataset

Details on how to use the Outstanding Invoices dashboard from Lean Insights

Lean Insights: Outstanding Invoices Dashboard

Details on how to use the Firm Payment Trends dashboard from Lean Insights

Lean Insights: Firm Payment Trends

Details on how to use the Firm Time Analysis dashboard from Lean Insights

Lean Insights: Firm Time Analysis
Dashboard

Details on how to use the My Time Analysis dashboard from Lean Insights

Lean Insights: My Time Analysis Dashboard

Details on how to use the Expenses Report dashboard from Lean Insights

Lean Insights: Expenses Report Dashboard

Fixed fee reporting for the Billable, Productivity, and Fixed Fee Profitability reports.

Fixed Fee Reporting

This tutorial will guide you through setting up alerts in LeanLaw’s reporting tool using the advanced and custom reporting features.

Lean Insights - Report Notifications

Jessica McCullough

Lean Insights

Create a custom design with text, images, and links