How To: Fix Trust Accounting when Liability is DisconnectedReconnecting the liability account for a Client or Matter with Trust
How To: Add Custom Fields to a MatterSetting up Custom Matter Field Names for your Matters
How to Bill Contingency MattersTrack time and expenses for contingency matters, pay yourself and your client's settlement.
How do I Set Up and Use Practice Areas?Practice Areas allow you to differentiate between the types of services provided.
How To: delete a Client and Matter with attached Trust Account? [FAQ]Deleting a Client or Matter with deposited funds in Trust.
How Do I Add a User to all Matters for a Client? [FAQ]Learn how to add a user to all matters for a client, via LeanLaw
How To Archive a ClientArchive inactive clients to help optimize LeanLaw.
How Do I Delete a Client or Matter?Deleting unengaged clients or matters can help optimize your firm's client management.
How to Change the "Responsible Attorney" on a MatterA step-by-step guide to reassigning responsible attorney on a matter
Matter Billing TypesLeanLaw supports a variety of ways to bill a matter: Hourly, Contingency, Fixed Fee, Pro Bono, and Internal.
Workflow: Clients charged fixed fees monthly, evaluated QuarterlySpecialized workflow
How To: Run a Conflict CheckTypically involves examining the clients and matters to determine whether the the firm has represented adverse parties before
How to Create Clients and MattersFirst steps in LeanLaw: creating a client and matter