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Product Support and How to?

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

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111 articles in this collection
Written by Chase Sullivan, Dave Churchill, Jonathon Fishman and 4 others

How To Set and Fix Your Firm's Trust Payee

Assigning the payee for trust payment checks; troubleshooting trust payment errors

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

Written by Doug Schmierer
Updated over a week ago

How To Set Up LeanLaw's Email Service

Learn how to enable LeanLaw's email service for more control over your email's appearance and faster electronic payments

Written by Doug Schmierer
Updated over a week ago

How to integrate Gravity Legal with LeanLaw

How to connect LeanLaw, Gravity Legal, and QuickBooks Online together for LeanLaw Payments

Written by Chase Sullivan
Updated over a week ago

LeanLaw Subscription

How to manage your Plan, update Billing Information, and review upcoming and paid invoices to LeanLaw.

Written by Chase Sullivan
Updated over a week ago

How to Set and View Webhooks

Set up a webhook to turn payments in LeanLaw into alerts on compatible applications

Written by Doug Schmierer
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!

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.

Written by Doug Schmierer
Updated over a week ago

Getting Paid Using LeanLaw Payments: DIY Compilation

The essential steps to get started with LeanLaw Payments

Written by Chase Sullivan
Updated over a week ago

How to Use Block Billing

Type your time inside brackets to automatically adjust a time entry’s hours

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.

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!

Written by Dave Churchill
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

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.

Written by Dave Churchill
Updated over a week ago

How to Duplicate a Time Entry

Save time when recording similar or identical activities through duplication

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

Written by Doug Schmierer
Updated over a week ago

Reports Overview

A comprehensive list of the reports LeanLaw offers

Written by Doug Schmierer
Updated over a week ago

How to Track PTO

Track vacations and more by using the Internal rate

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

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

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

Written by Doug Schmierer
Updated over a week ago

Mobile FAQ

Frequently asked questions about our mobile app conveniently answered in one place

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

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

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

Written by Doug Schmierer
Updated over a week ago

Reports Settings

Getting the most out of your reports

Written by Doug Schmierer
Updated over a week ago

Using Distributions

Creating, assigning, and reporting distributions to compensate your attorneys

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

Written by Doug Schmierer
Updated over a week ago

How to Use Custom Fields in Reports

Custom Fields in Reports

Written by Dave Churchill
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.

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

Written by Chase Sullivan
Updated over a week ago

September 2020 Monthly Bulletin

New Features, Updates, and Fixes from LeanLaw

Written by Chase Sullivan
Updated over a week ago

Using the Expenses page

Viewing, filtering, and creating expenses

Written by Dave Churchill
Updated over a week ago

How to Create an Invoice in LeanLaw

Ready to start billing? Here is how to invoice in LeanLaw

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

Written by Dave Churchill
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

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

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

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.

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

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?

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]

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

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

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

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

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

Written by Chase Sullivan
Updated over a week ago

Contingency Statement

Generate report for contingency matters including adding interest to expenses

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.

Written by Chase Sullivan
Updated over a week ago

How To: Setup Late Fees in LeanLaw

Enabling Late Fees onto your LeanLaw Invoice

Written by Jonathon Fishman
Updated over a week ago

Revenue Reports

Revenue by client and by users, including allocation for originators

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.

Written by Jonathon Fishman
Updated over a week ago

How To: Export Expenses from LeanLaw

Written by Chase Sullivan
Updated over a week ago

Setting up Expenses Sync

Connecting LeanLaw to your QuickBooks accounts and product/service settings

Written by Fred Willerup
Updated over a week ago

The Expense Workflow

An overview of the expense workflow between LeanLaw and QuickBooks

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

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

Written by Fred Willerup
Updated over a week ago

Roles In LeanLaw

What each role does, and how it effects the firm

Written by Fred Willerup
Updated over a week ago

How To: Delete Entries, Expenses, and Fees

Removing unwanted entries from a draft or invoice

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!

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

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

Written by Chase Sullivan
Updated over a week ago

How To: Generate Invoice Numbers in QuickBooks Online

Using QuickBooks Online to create invoice numbers

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

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

Written by Chase Sullivan
Updated over a week ago

How To: Change Your Firm's Billing Address

Written by Chase Sullivan
Updated over a week ago

How To: Import your Firm to LeanLaw

Migrating your client's information into LeanLaw

Written by Chase Sullivan
Updated over a week ago

Team Settings

Getting your Team setup in LeanLaw

Written by Chase Sullivan
Updated over a week ago

Time Entry

7 articles in this collection
Written by Doug Schmierer, Dave Churchill and Chase Sullivan

Clients and Matters

13 articles in this collection
Written by Chase Sullivan, Melissa Schaefers, Dave Churchill and 1 other

Quickbooks Online

8 articles in this collection
Written by Chase Sullivan, Dave Churchill and Jonathon Fishman

Invoices

14 articles in this collection
Written by Chase Sullivan and Fred Willerup

Resolving Error Messages

1 article in this collection
Written by Chase Sullivan