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Product Support and How to?
Product Support and How to?
FAQ and instructions on how to get specific tasks done in LeanLaw
+4
109 articles in this collection
Written by
Fred Willerup,
Chase Sullivan,
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
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
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
How to Change Time Entry Rounding
Change your firm's time entry rounding from .1 hours (10 minutes) to the nearest .25 hours (15 minutes), or vice versa!
Written by
Doug Schmierer
Updated over a week ago
Calendar Page in LeanLaw
This article will cover the use and functionality of the {Calendar Page}
Written by
Dave Churchill
Updated over a week ago
What is Desktop Tracker and How Do I Install It?
How to Install Desktop Tracker
Written by
Chase Sullivan
Updated over a week ago
How To: Enter Time in the Calendar View
Tracking your time in LeanLaw
Written by
Chase Sullivan
Updated over a week ago
How To: Track Time with LeanLaw Desktop Tracker
Timers and desktop time tracking. Works with PC and MAC.
Written by
Dave Churchill
Updated over a week ago
Time Entries Page in LeanLaw
This article will cover the {Time Entries Page} in LeanLaw
Written by
Dave Churchill
Updated over a week ago
How do I Remove an Unbilled Fixed Fee? [FAQ]
Delete a matter's unbilled Fixed Fee from Ready to Bill
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
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
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.
Written by
Chase Sullivan
Updated over a week ago
How to Bill Contingency Matters
Track time and expenses for contingency matters, pay yourself and your client's settlement.
Written by
Melissa Schaefers
Updated over a week ago
How do I Delete a Client or Matter? [FAQ]
Deleting an unwanted client or matter in LeanLaw
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.
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.
Written by
Chase Sullivan
Updated over a week ago
How Do I Archive a Client? [FAQ]
Archive inactive clients to help optimize LeanLaw.
Written by
Dave Churchill
Updated over a week ago
How Do I Delete a Client? [FAQ]
Deleting unengaged clients helps to optimize LeanLaw
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?
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.
Written by
Fred Willerup
Updated over a week ago
Workflow: Clients charged fixed fees monthly, evaluated Quarterly
Specialized workflow
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
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
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.
Written by
Dave Churchill
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.
Written by
Dave Churchill
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.
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?
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.
Written by
Dave Churchill
Updated over a week ago
Can I add Payment Instructions to an Invoice? [FAQ]
How to add a note to an invoice
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
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
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
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
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?
Written by
Chase Sullivan
Updated over a week ago
How To: Undo a Draft Invoice
Unlocking your time entries and undoing the draft invoice
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
Written by
Chase Sullivan
Updated over a week ago
How To: Combine Invoices
Combining two pre-made invoices into a single invoice.
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.
Written by
Fred Willerup
Updated over a week ago
How To: Create an Invoice
Written by
Chase Sullivan
Updated over a week ago
How To: Discount Invoices
Discounting items on your invoice in both LeanLaw and QuickBooks Online
Written by
Chase Sullivan
Updated over a week ago
Printing, Emailing, and Downloading Invoices
Printing, Downloading and Emailing invoices from LeanLaw
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.
Written by
Chase Sullivan
Updated over a week ago
Invoice Examples
Some examples of how invoices can look using LeanLaw and QuickBooks
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
Written by
Fred Willerup
Updated over a week ago
Resolving Error Messages
A Client or Matter shows as "deleted" when trying to submit the invoice to QuickBooks Online
How To Fix a Client or Matter that Appear Deleted in LeanLaw
Written by
Chase Sullivan
Updated over a week ago