FAQs

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21 articles in this collection
Written by Chase Sullivan and Katie Brooks

How Do I Include Two Contacts on Same Invoice? [FAQ]

Learn how to include two client names on one invoice, via LeanLaw
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Written by Katie Brooks
Updated over a week ago

How do I Create Billable Time Entries for Fixed Fee Matters? [FAQ]

Billing a hybrid of fixed or flat fee work in addition to hourly work on a single invoice for a matter.
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Written by Katie Brooks
Updated over a week ago

How Do I Write-Off Bad Debt? [FAQ]

Learn how to write-off a client's bad debt in QuickBooks Online.
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Written by Katie Brooks
Updated over a week ago

How Do I Add a Fixed/Flat Fee to a Matter? [FAQ]

An overview of LeanLaw's fixed fee features and options: Standard fixed fee; Recurring fees and more
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Written by Katie Brooks
Updated over a week ago

How To: Reset your LeanLaw Password [FAQ]

Wondering where to click to change your password? LeanLaw can help!
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Written by Katie Brooks
Updated over a week ago

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

LeanLaw works with browser Spell Check features to assist in recording quality information in text boxes.
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Written by Chase Sullivan
Updated over a week ago

How To Disburse Funds from Trust [FAQ]

Learn how to pay funds out of a Trust Account, via QuickBooks Online
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Written by Chase Sullivan
Updated over a week ago

How To Use Undeposited Funds For Deposits In QuickBooks Online [FAQ]

Why use undeposited funds for deposits in QuickBooks Online?
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Written by Chase Sullivan
Updated over a week ago

How Do I Add a Credit to an Invoice in LeanLaw? [FAQ]

Learn how to add a credit to an invoice in LeanLaw.
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Written by Katie Brooks
Updated over a week ago
Trust Accounting

How To Enable and Set Up Evergreen Trust Retainers

What is an Evergreen Retainer? Learn how to set up Evergreen Retainers, a convenient LeanLaw feature.
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Written by Chase Sullivan
Updated over a week ago

How To Set Up And Deposit Client Retainers [FAQ]

How to set up and deposit lump sum payments.
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Written by Chase Sullivan
Updated over a week ago

How To: Pay An Invoice With Trust in LeanLaw [FAQ]

How To Make a Trust Payment in LeanLaw
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Written by Chase Sullivan
Updated over a week ago

How To: Record A Trust Deposit in LeanLaw [FAQ]

Learn how to record a trust deposit in LeanLaw.
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Written by Chase Sullivan
Updated over a week ago

How To Change The Retainer Information Memo [FAQ]

How do I change the retainer information in the invoice memo?
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Written by Chase Sullivan
Updated over a week ago

Why do Certain Clients and Matters not Appear in the List of Trust Accounts?

The client or matter does not show up on the list of trust accounts in LeanLaw ($0 balance)
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Written by Chase Sullivan
Updated over a week ago

Generate a list of all trust deposits

How to create a report showing all trust deposits, by date, client, and amount
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Written by Chase Sullivan
Updated over a week ago

Why does LeanLaw show that the invoice was already paid with trust before I paid it? [FAQ]

The invoice may show you paid with trust before you actually did.
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Written by Chase Sullivan
Updated over a week ago

How Do I Edit Trust Deposits? [FAQ]

Learn how to edit a trust deposit ion QuickBooks Online.
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Written by Chase Sullivan
Updated over a week ago

How To Move Trust Funds To a Different Client or Matter [FAQ]

How to move trust funds from one trust account to another.
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Written by Chase Sullivan
Updated over a week ago

Trust reporting in LeanLaw [FAQ]

Find out how to generate a trust report to send to your clients.
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Written by Chase Sullivan
Updated over a week ago

How To Undo a Trust Payment [FAQ]

Undo a Trust Payment, made in error, in QuickBooks Online
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Written by Chase Sullivan
Updated over a week ago