All Collections
Product Support and How to?
FAQ and instructions on how to get specific tasks done in LeanLaw
How to Set and View Webhooks
How To Set Up LeanLaw's Email Service
Configuring Payment Allocation
How To Set and Fix Your Firm's Trust Payee
Managing Your LeanLaw Subscription
Fixing Broken Connections with QuickBooks Online Validation
Assigning a Reviewer
How to Use Block Billing
Getting Paid Using Lean Align and LeanLaw Payments: DIY Compilation
How to Archive and Reactivate Matters
How to: Setup and Customize Your Invoice Presentation
How To Mark Expenses as Billed Without Billing Them
How Do I Set the Firm's Default Invoice Date? [FAQ]
Snippets and Short Codes
How to Duplicate a Time Entry
Editing Client Information
Reports Overview
How to Track PTO
Reports: WIP, Billed, Collected
Mobile FAQ
Using the Custom Checkbox
How to Create an Expense in LeanLaw
Equitrac Integration
How to Split Fixed Fee Revenue Between Users
Compensation Tracking Settings
Using Distributions
Using Write-Downs
How to Use Custom Fields in Reports
Managing and Customizing User Roles and Permissions in LeanLaw
Using the Compensation (Revenue by Attorney) Report
Expenses Page in LeanLaw
Custom Fields
How to View Aged Receivables in Lean Law
Downloading and Backing Up Your LeanLaw Data
How To: “CC” Invoices to Responsible Attorney
How To: Change the invoice date after the invoice was approved and sent to QuickBooks Online
How to Apply Credits to an Invoice
How to Use Evergreen Trust Retainers
Manage QuickBooks Online Invoices
How to Set and Adjust Rates
How To: Batch Send/Print Invoices from LeanLaw
How To: Create a Work in Progress (WIP) Report in LeanLaw
Revenue Reports
How to Set an Originating Attorney
How To: Export Expenses from LeanLaw
Set Up Expense Sync with QuickBooks Online
How To Bill Expenses from QuickBooks Online in LeanLaw
QuickBooks Class Tracking
How To: Delete Entries, Expenses, and Fees
How To: Disburse Funds from Trust
Time Review and Bulk Entry
How To: Generate Invoice Numbers in QuickBooks Online
How To: Add interest for late payment of an old invoice on a new invoice
How To: Mark Time Entries as Billed (Clear)
How To: Change Your Firm's Billing Address
Team Settings
Lean Insights Overview
Setting Up Invoice Reminders in LeanLaw
How to Create a Payment Plan for Outstanding Invoices
Setting your LeanLaw Homepage
Expense Attachments
Invoice Email Account Summary
LeanLaw API: Introduction and Reference
The 9 "states" of Emails sent through LeanLaw
Introducing LeanLaw's Enhanced Fixed Fee Functionality
Calendar Page in LeanLaw
What is Desktop Tracker and How Do I Install It?
How To: Enter Time in the Calendar View
How To: Track Time with LeanLaw Desktop Tracker
Time Entries Page in LeanLaw
How do I Remove an Unbilled Fixed Fee? [FAQ]
How to Change Time Entry Rounding
Lean Insights: Insights View on Time Entries page
How To: Fix Trust Accounting when Liability is Disconnected
How To: Add Custom Fields to a Matter
How to Bill Contingency Matters
How do I Set Up and Use Practice Areas?
How To: delete a Client and Matter with attached Trust Account? [FAQ]
How Do I Add a User to all Matters for a Client? [FAQ]
How To Archive a Client
How Do I Delete a Client or Matter?
How to Change the "Responsible Attorney" on a Matter
Matter Billing Types
Workflow: Clients charged fixed fees monthly, evaluated Quarterly
How To: Run a Conflict Check
How to Create Clients and Matters
How To: Enter an Opening A/R Balance for a Client or Matter
How Do I Set the Default QuickBooks Service for Invoices?
Recording Trust Deposits from QuickBooks Online
How LeanLaw Handles Expenses via QuickBooks Online
How Do I Retrieve an Invoice Deleted from QuickBooks Online
Can I add Payment Instructions to an Invoice? [FAQ]
What does the color of my Due Date indicate on my invoice in QuickBooks Online? [FAQ]
How Do I Write-Off Bad Debt?
Handling Vendor Refunds on Reimbursable Client Expenses in QuickBooks
How to Update Historical Transactions from “Gravity” to “Confido” in QuickBooks Online
Using Undeposited Funds in QuickBooks Online
How to Match and Categorize Bank Feeds in QuickBooks Online
Make changes to Fixed Fees before including them on an invoice
How To: Customize Invoices to Add Matter Name, Reference Numbers, and other Custom Fields
How To: Make Changes to a Paid Invoice
How do I Adjust Default Payment Terms for Invoices? [FAQ]
How to Undo an Invoice from QuickBooks Online
How To: Combine Invoices
How To: Discount Invoices
Emailing, Printing, and Downloading Invoices
Including Sales Tax in Invoices
Invoice Examples
LEDES Billing with LeanLaw
How To Copy a Payment Link
How to Design and Personalize an Invoice Template in LeanLaw.
LeanLaw's Account Summary
Lean Insights: Adding Items to a Dashboard
Lean Insights: Adding Data
Lean Insights: Item Settings and Customization
Lean Insights: Date Filter Customization
Lean Insights: Summarizing Information
Lean Insights: Advanced Filtering
Lean Insights: Sharing a Dashboard
Lean Insights: Delete, Copy and Edit Dashboards
Lean Insights: Datasets Overview
Lean Insights Data: Activities Dataset
Lean Insights Data: InvoicePayments Dataset
Lean Insights: Outstanding Invoices Dashboard
Lean Insights: Firm Payment Trends
Lean Insights: Firm Time Analysis
Dashboard
Lean Insights: My Time Analysis Dashboard
Lean Insights: Expenses Report Dashboard
Fixed Fee Reporting
Lean Insights - Report Notifications