All Collections
Product Support and How to?
FAQ and instructions on how to get specific tasks done in LeanLaw
LeanLaw Subscription
How To Set and Fix Your Firm's Trust Payee
How To Configure Payment Allocation
How to: Fix Duplicate Distribution Bill Numbers in QuickBooks Online
How to Set and View Webhooks
How to integrate Confido Legal with LeanLaw
How To Set Up LeanLaw's Email Service
Fixing Broken Connections with QuickBooks Validation
Assigning a Reviewer
Getting Paid Using Lean Align and LeanLaw Payments: DIY Compilation
How to Use Block Billing
How to Archive and Reactivate Matters
How To Mark Expenses as Billed Without Billing Them
How to: Setup and Customize Your Invoice Presentation
Snippets and Short Codes
How Do I Set the Firm's Default Invoice Date? [FAQ]
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
Equitrac Integration
How to Create an Expense in LeanLaw
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
Using the Expenses page
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 Invoices
How To: Set and Change Your Rates
How To: Batch Send/Print Invoices from LeanLaw
How To: Create a Work in Progress (WIP) Report in LeanLaw
Contingency Statement
Revenue Reports
How to Set an Originating Attorney
How To: Export Expenses from LeanLaw
Set Up Expense Sync with QuickBooks
How To Bill Expenses from QuickBooks in LeanLaw
QuickBooks Class Tracking
Invoice Address Information ("Bill To")
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
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 Do I Add a User to all Matters for a Client? [FAQ]
How To: delete a Client and Matter with attached Trust Account? [FAQ]
How To Archive a Client
How Do I Delete a Client or Matter?
Changing 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 to Connect LeanLaw to QuickBooks Online
How Do I Set the Default QuickBooks Service for Invoices?
How To: Enter Deposits in Trust from QuickBooks
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]
How To: Create a Custom Account “Legal Fees (Income) Report
What does the color of my Due Date indicate on my invoice in QuickBooks Online? [FAQ]
How Do I Write-Off Bad Debt?
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
Invoice Workflows
How To: Discount Invoices
Emailing, Printing, and Downloading Invoices
Including Sales Tax in Invoices
Invoice Examples
Using LEDES
How To Copy a Payment Link
How to create 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: Setting up alerts
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