Key articles for the onboarding process
QuickStart
Steps for getting started with LeanLaw
Preparing QuickBooks Online for Integration with LeanLawHow to set up QuickBooks Online for successful integration with LeanLaw
Integrating LeanLaw with QuickBooks OnlineGuide for how to connect LeanLaw with QuickBooks Online
Creating a Client and Matter in LeanLawHow to create and manage clients and matters in LeanLaw
How to Add a User and User ManagementOnboarding guide for adding and managing users
Bulk Time EntriesHow to enter multiple time entries into LeanLaw
Entering Time with the Calendar and TimersHow to enter time in LeanLaw using the Calendar and Timers features
Creating Hard Costs in QuickBooks OnlineHow to create hard costs (or advanced client costs) in QuickBooks Online
Creating Soft Costs in LeanLawHow to create soft costs in LeanLaw
Making a Trust Account DepositHow to record trust deposits in LeanLaw
Creating Fixed Fees in LeanLawHow to create and manage fixed fees for your matters in LeanLaw
Creating and Using SnippetsHow to set up and use snippets in LeanLaw