Product Support and How to?

FAQ and instructions on how to get specific tasks done in LeanLaw

Fred Willerup avatar Chase Sullivan avatar Jonathon Fishman avatar +5
108 articles in this collection
Written by Fred Willerup, Chase Sullivan, Jonathon Fishman and 5 others

How To Set and Fix Your Firm's Trust Payee

Assigning the payee for trust payment checks; troubleshooting trust payment errors
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How To Configure Payment Allocation

Set the firm-wide, user-specific, and matter-specific allocation for your revenue reports
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

LeanLaw Subscription

How to manage your Plan, update Billing Information, and review upcoming and paid invoices to LeanLaw.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Fixing Broken Connections with QuickBooks Validation

Have a disconnected client or matter? Here's how to troubleshoot your QuickBooks connections!
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Assigning a Reviewer

How to enable the Reviewer feature, designate a user as a matter's Reviewer, and use Reviewer.
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to Use Block Billing

Type your time inside brackets to automatically adjust a time entry’s hours
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to Archive and Reactivate Matters

Archive old matters to clean up your LeanLaw or revert archived matters to an active state.
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to: Setup and Customize Your Invoice Presentation [FAQ]

Shaping your Firm's invoices to fit just right!
Katie Brooks avatar
Written by Katie Brooks
Updated over a week ago

Snippets and Short Codes

Save your commonly used paragraphs and sentence fragments to be instantly pasted into time entries, expenses, and fixed fees
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How Do I Set the Firm's Default Invoice Date? [FAQ]

The Invoice Date appears on your invoices and determines the due date of the invoice. This is how to change it.
Becca Bowman avatar
Written by Becca Bowman
Updated over a week ago

How to Duplicate a Time Entry

Save time when recording similar or identical activities through duplication
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Editing Client Information

Understanding the fields on the Client Information page and how to edit them
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Reports Overview

A comprehensive list of the reports LeanLaw offers
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to Track PTO

Track vacations and more by using the Internal rate
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to Use LeanLaw's Public API

Creating an API key, authenticating, and experimenting with our GraphQL explorer
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Using the Invoice Builder

Want more control over your invoices? Pick and choose each item with the Invoice Builder
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Reports: WIP, Billed, Collected

Understanding the report that looks at overall performance in a given time period
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Mobile FAQ

Frequently asked questions about our mobile app conveniently answered in one place
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Using the Custom Checkbox

Add a custom checkbox to your time entries and expenses for more data tracking
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Equitrac Integration

How to export your LeanLaw matter list to Equitrac and import Equitrac expenses to LeanLaw
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to Split Fixed Fee Revenue Between Users

Multiple attorneys working on a fixed fee matter? Here's how to allocate the revenue to your associates
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Reports Settings

Getting the most out of your reports
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Using Distributions

Creating, assigning, and reporting distributions to compensate your attorneys
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

Using Write-Downs

Adjustments, write-downs, and write-offs; change your hours billed while tracking hours worked for better reports
Doug Schmierer avatar
Written by Doug Schmierer
Updated over a week ago

How to Use Custom Fields in Reports

Custom Fields in Reports
Chris Richards avatar
Written by Chris Richards
Updated over a week ago

How To: Change a Users Role and Permissions

How to update the status, permissions and level of access granted to a user.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Using the Compensation (Revenue by Attorney) Report

Understanding allocation details, uses for the report, and where to find it
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

September 2020 Monthly Bulletin

New Features, Updates, and Fixes from LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Using the Expenses page

Viewing, filtering, and creating expenses
Chris Richards avatar
Written by Chris Richards
Updated over a week ago

How to Create an Invoice in LeanLaw

Ready to start billing? Here is how to invoice in LeanLaw
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

Custom Fields

Custom Fields Allow You to Map Fields in LeanLaw to Fields in QuickBooks Online
Chris Richards avatar
Written by Chris Richards
Updated over a week ago

How to View Aged Receivables in Lean Law

Getting a snapshot of the funds that are outstanding and due to you by your clients
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To Download and Backup LeanLaw Data

This describes how to back up your LeanLaw data
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

Setting Your Firm's User Permissions

Protect information and define user roles by customizing your firm's User Permissions settings
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: “CC” Invoices to Responsible Attorney

How to set up a copy of an invoice to be cc'd to the responsible attorney.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Change invoice date after invoice was approved and sent to QBO

Change invoice date after invoice has been approved
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

How to apply a credit memo to an invoice

Why isn't credit being applied to an invoice?
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Evergreen Trust Retainers

How to set up evergreen retainers which is a minimum amount required for each client [Pro]
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Manage QuickBooks Invoices

Invoice functions: Undo from QuickBooks, Print, Email, Download LEDES files, Record Payment, Pay from Trust
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Set different rates for a single user

How to set different bill rates for different types of work performed by the same attorney
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Batch Send/Print Invoices from LeanLaw

A new feature that allows you to tag a client's invoicing preference and then use batch functions from LeanLaw to email or print invoices
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

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

How Work in Progress (WIP) work in LeanLaw
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Remove a User From Your Firm

Steps to remove a user that is no longer with the firm
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Contingency Statement

Generate report for contingency matters including adding interest to expenses
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Include Non-Billable Items in the Billable Section

Including your non-billed entries in the same narrative as the billed ones.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Setup Late Fees in LeanLaw

Enabling Late Fees onto your LeanLaw Invoice
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Revenue Reports

Revenue by client and by users, including allocation for originators
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How to Set an Originating Attorney

Assign an originating attorney to your matters for revenue allocation.
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Export Expenses from LeanLaw

Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Setting up Expenses Sync

Connecting LeanLaw to your QuickBooks accounts and product/service settings
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

The Expense Workflow

An overview of the expense workflow between LeanLaw and QuickBooks
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

QuickBooks Class Tracking

How to enable class tracking, options for setting class based on time keeper or responsible attorney
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Invoice Address Information ("Bill To")

How LeanLaw sets the address information on invoices and how address information is sync'd to QuickBooks client and matters
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Roles In LeanLaw

What each role does, and how it effects the firm
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Delete Entries, Expenses, and Fees

Removing unwanted entries from a draft or invoice
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

One-click Creating Draft Invoices

Create draft invoices with one click, and also create multiple invoices in bulk. Mass-produce invoices quickly!
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Disburse Funds from Trust

Paying funds out of a Trust Account, via QuickBooks Online
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Time Review and Bulk Entry

An overview of the Time Entry tab including how to use the bulk time entry features
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Generate Invoice Numbers in QuickBooks Online

Using Quickbooks Online to create invoice numbers
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Add interest for late payment of an old invoice on a new invoice

Including interest for unpaid bills in current invoices
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Mark Time Entries as Billed (Clear)

Removing Non-Billable entries from your Billing tab
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Change Your Firm's Billing Address

Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Import your Firm to LeanLaw

Migrating your client's information into LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Team Settings

Getting your Team setup in LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago
Clients and Matters

How To: Fix Trust Accounting when Liability is Disconnected

Reconnecting the liability account for a Client or Matter with Trust
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Add Custom Fields to a Matter

Setting up Custom Matter Field Names for your Matters
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Change Rates on a Matter

Read on to find out how to update the rates of a matter.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Bill for Contingent Fee Matters

Track time and expenses for contingency matters, pay yourself and your client's settlement.
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How do I Delete a Client or Matter? [FAQ]

Deleting an unwanted client or matter in LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How do I Set Up and Use Practice Areas?

Practice Areas allow you to differentiate between the types of services provided.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: delete a Client and Matter with attached Trust Account? [FAQ]

Deleting a Client or Matter with deposited funds in Trust.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How Do I Archive a Client? [FAQ]

Archive inactive clients to help optimize LeanLaw.
Katie Brooks avatar
Written by Katie Brooks
Updated over a week ago

How Do I Delete a Client? [FAQ]

Deleting unengaged clients helps to optimize LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Changing the "Responsible Attorney" on a Matter

How do I change the responsible attorney on a matter?
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Matter Billing Types

LeanLaw supports a variety of ways to bill a matter: Hourly, Contingency, Fixed Fee, Pro Bono, and Internal.
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Workflow: Clients charged fixed fees monthly, evaluated Quarterly

Specialized workflow
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Run a Conflict Check

Typically involves examining the clients and matters to determine whether the the firm has represented adverse parties before
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago
Quickbooks Online

How To: Enter an Opening A/R Balance for a Client

Tracking old invoices and balances in LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How to Connect LeanLaw to QuickBooks Online

Make your life easier and follow these tips to connect LeanLaw to QuickBooks Online.
Katie Brooks avatar
Written by Katie Brooks
Updated over a week ago

How Do I Set the Default QuickBooks Service for Invoices? [FAQ]

Set the service to which your time entries and fixed fees will be assigned in QuickBooks.
Katie Brooks avatar
Written by Katie Brooks
Updated over a week ago

How To: Enter Deposits in Trust from QuickBooks

If your QuickBooks is setup to sync with your bank, here's how to correctly record deposits in LeanLaw Trust.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How LeanLaw Handles Expenses via QuickBooks Online

Where do expenses travel, and where do they end up?
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How Do I Retrieve an Invoice Deleted from QuickBooks Online

This article explains how to handle retrieving and releasing time entries when an invoice has been deleted in QuickBooks Online.
Becca Bowman avatar
Written by Becca Bowman
Updated over a week ago

Can I add Payment Instructions to an Invoice? [FAQ]

How to add a note to an invoice
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Create a Custom Account “Legal Fees (Income) Report

How to run a report for the Account “Legal Fees (Income)” directly from Chart of Accounts and not show every time entry for every invoice
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago
Invoices

Make changes to Fixed Fees before including them on an invoice

How to edit or delete a Fixed Fee item created in LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Customize Invoices to Add Matter Name, Reference Numbers, and other Custom Fields

Adding custom fields to your invoices
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Make Changes to a Paid Invoice

Invoices marked as paid take additional steps to undo and correctly make changes to
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Viewing Original Draft Invoice in Quickbooks Tab

How do I view the original draft invoice in Quickbooks tab?
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How to: Mark Expenses as Billed Without Billing Them.

How to process expenses that you do not want to bill
Chris Richards avatar
Written by Chris Richards
Updated over a week ago

How To: Undo a Draft Invoice

Unlocking your time entries and undoing the draft invoice
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Undo an Invoice from QuickBooks Online

Bringing invoices back to LeanLaw, in order to correct mistakes
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Combine Invoices

Combining two pre-made invoices into a single invoice.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Invoice Workflows

LeanLaw supports a number of different workflows for invoicing. We'll go through the options to simplify your monthly invoicing.
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Create an Invoice

Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

How To: Discount Invoices

Discounting items on your invoice in both LeanLaw and QuickBooks Online
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Invoice Delivery

Printing, Downloading and Emailing invoices from LeanLaw
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Including Sales Tax in Invoices

How to add sales tax to your invoices: Automated Sales Tax (US only), US sales tax, and non-US sales tax.
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Invoice Examples

Some examples of how invoices can look using LeanLaw and QuickBooks
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Using LEDES

How to enable LEDES billing; How to enter activity and task codes for time and expenses; How to download invoices in LEDES format
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago