Whether you are setting up LeanLaw for the first time, or adding new users as you grow, it's important to get your staff added.
Note: You will need access to "Firm Setup" section of Settings. If you don't already have this, the Firm Manager or a Principal user will need to perform the following steps.
Step 1: Open Settings
In the top-right toolbar select Settings⚙️.
Step 2: Find the Users section, and Invite User
Select the Users option from the bar on the left-hand side. You may need to scroll down the list, as it is towards the bottom.
On the bottom-left of the page select the green Invite User button. This will open a pane where we fill out the necessary information of the new user.
Step 3: Add the User's Information
Fill out each of the listed fields as needed. At minimum an Email, First and Last name are required before the user can be invited. Please note that the email address you enter is where the user will receive confirmation.
Once you've entered all of the necessary properties click "Add User and Send Invite", and the invitation is off!
Once the user is successfully invited your subscription will automatically be adjusted to accommodate them. For Monthly subscribers the change will take effect on your next billing cycle, while Annual subscribers will see an additional charge for the prorated difference between the date of invitation and the renewal date.
ProTip: For an explanation of what each role does, or the additional permissions that can be set for a role, check the linked articles at the bottom of this section.
Name of Field
The user needs to have an associated email to receive the invite at. This is the same email that they can setup their account with.
Time entries, fees, expenses, and any similar item will need to have a name associated with it. The user can change their name once aboard.
The user's role in the firm directly translates to their Role in LeanLaw. For a full breakdown of each role, follow this guide.
Name/Initials for Invoicing:
This name/initials are used to identify the associated attorney on an invoice. In the example below, the initials "RS" would appear on an invoice for Robert's entries. This feature can be disabled, if needed.
Access to Firm Setup:
This checkbox allows a user access to the admin settings for the firm. These include QuickBooks integration, invoice presentation, and user permissions.
Include on Matters:
If enabled, the user will have access to all Matters within the firm. This is suggested for Principals, Operators, and Accountants.
Revenue to responsible:
If selected, any revenue collected for this user will be assigned to the responsible attorney in the revenue reports.
The default rate for time entered into LeanLaw. If no rate is entered, it will default to $0.
Step 4: Receiving an Invitation in the Mail
Once the invitation is completed in LeanLaw, the user will receive an email inviting them to LeanLaw. Clicking on the Join LeanLaw button will start them on the process to finish setting up their account. If their email is part of a Google, Microsoft, or Intuit account they will be able to use those credentials to make a LeanLaw account.
Step 5: All Done
Once they've joined, and have set credentials for their account they're in! You can confirm this from the Users settings page by checking the "Status" of the User. If they've changed from 'Invited' to 'Registered' then they're all set.
Step 6: Resend an Invite or Remove the User
If the new user didn't receive the email invitation, or you'd prefer to send them a direct link, check out the "Resent Invite" button! LeanLaw provides you with a direct link for them to sign up, or forgo that and resend the invitation email.
Note: If you need to change the email of an invited user check with our Support team. They'll be able to get that changed, and off to the right person.
If you need to outright remove the newly invited user from the firm, clicking the "Remove" button at the bottom of the pane will do just that.