Product Support and How to?

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

Fred Willerup avatar Chase avatar Jonathon Fishman avatar +2
79 articles in this collection
Written by Fred Willerup, Chase, Jonathon Fishman and 2 others

Revenue by Attorney Report

Rebecca Avila avatar
Written by Rebecca Avila
Updated over a week ago

How to Create an Invoice in LeanLaw

Ready to start billing? Here is how to invoice in LeanLaw
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

How to View Aged Receivables in Lean Law

Rebecca Avila avatar
Written by Rebecca Avila
Updated over a week ago

How To Backup Data

This describes how to back up your LeanLaw data
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

LEDES Billing in LeanLaw

How to use LEDES billing in LeanLaw
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

How to Use “User Permissions”

How to use "User Permissions" to limit access to specific areas of information
Rebecca Avila avatar
Written by Rebecca Avila
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.
Rebecca Avila avatar
Written by Rebecca Avila
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
Tracie Todd avatar
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?
Chase avatar
Written by Chase
Updated over a week ago

Evergreen Trust Retainers

How to set up evergreen retainers which is a minimum amount required for each client [Pro]
Fred Willerup avatar
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
Fred Willerup avatar
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
Jonathon Fishman avatar
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
Jonathon Fishman avatar
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
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How to Delete Users From LeanLaw

Steps to Remove a user that is no longer with the firm
Chase avatar
Written by Chase
Updated over a week ago

Contingency Statement

Generate report for contingency matters including adding interest to expenses
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Equitrac Integration

LeanLaw integrates with Equitrac for expense tracking, here is how to use it
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Including Non-Billable Items in the Billable Section

Including your non-billed entries in the same narrative as the billed ones.
Chase avatar
Written by Chase
Updated over a week ago

How To: Setup Late Fees in LeanLaw

Enabling Late Fees onto your LeanLaw Invoice
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Revenue Reports

Revenue by client and by users, including allocation for originators
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Track Originating Attorney

Tracking who-is-who in billable entries
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Export Expenses from LeanLaw

Chase avatar
Written by Chase
Updated over a week ago

How To: Merge Single Client-Matter Pairs

Resolving 1-to-1 matched pairs of Clients and Matters that need to be merged.
Chase avatar
Written by Chase
Updated over a week ago

Setting up Expenses

Connecting LeanLaw to your QuickBooks accounts and product/service settings
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

The Expense Workflow

An overview of the expense workflow between LeanLaw and QuickBooks
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

QuickBooks Class Tracking

Enabling class tracking; Options for setting class based on time keeper or responsible attorney
Fred Willerup avatar
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
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Roles In LeanLaw

What each role does, and how it effects the firm
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Delete Entries, Expenses, and Fees

Removing unwanted entries from a draft or invoice
Chase avatar
Written by Chase
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!
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Disperse Funds from Trust

Paying funds out of a Trust Account, via QuickBooks Online
Chase avatar
Written by Chase
Updated over a week ago

How To: Add a One-Time Fixed Fee

Jonathon Fishman avatar
Written by Jonathon Fishman
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
Chase avatar
Written by Chase
Updated over a week ago

How To: Generate Invoice Numbers in QuickBooks Online

Using Quickbooks Online to create invoice numbers
Jonathon Fishman avatar
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
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Adding a fixed fee to a matter

An overview of LeanLaw's fixed fee features and options: Standard fixed fee; Recurring fees and more
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

Time-Keeper Reports

LeanLaw reports for time-keepers
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Delete a Client

Removing clients from your LeanLaw account
Chase avatar
Written by Chase
Updated over a week ago

How To: Mark Time Entries as Billed

Removing Non-Billable entries from your Billing tab
Chase avatar
Written by Chase
Updated over a week ago

How To: Change Your Firm's Billing Address

Chase avatar
Written by Chase
Updated over a week ago

How To: Import your Firm to LeanLaw

Migrating your client's information into LeanLaw
Chase avatar
Written by Chase
Updated over a week ago

How To: Reset your LeanLaw Password

So, you forgot your password, what's next? This article should help.
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How to Archive a Matter and Undo

How to label a Matter as "Archived", and How to Undo the Archive
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Team Settings

Getting your Team setup in LeanLaw
Chase avatar
Written by Chase
Updated over a week ago

How To: Import Clients with Open Balances (optional Trust Accounts)

Bringing Clients with open invoices to LeanLaw
Chase avatar
Written by Chase
Updated over a week ago
Invoices

Viewing Original Draft Invoice in Quickbooks Tab

How do I view the original draft invoice in Quickbooks tab?
Rebecca Avila avatar
Written by Rebecca Avila
Updated this week

How To Add LEDES Codes to invoices

If your client requires that LEDES codes be present on the printed version of an invoice, we've got you covered!
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Undo a Draft Invoice

Unlocking your time entries and undoing the draft invoice
Chase avatar
Written by Chase
Updated over a week ago

How To: Undo an Invoice from QuickBooks Online

Bringing invoices back to LeanLaw, in order to correct mistakes
Chase avatar
Written by Chase
Updated over a week ago

How To: Combine Invoices

Combining two pre-made invoices into a single invoice.
Chase avatar
Written by Chase
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.
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How To: Create an Invoice

Chase avatar
Written by Chase
Updated over a week ago

How To: Discount Invoices

Discounting items on your invoice in both LeanLaw and QuickBooks Online
Chase avatar
Written by Chase
Updated over a week ago

Adding Expenses and Time to an Invoice

Selecting what appears on an outgoing invoice.
Chase avatar
Written by Chase
Updated over a week ago

I have some client matters that are flat fee items, but that also has some billable time on occasion. Can LeanLaw support this?

Billing a hybrid of fixed or flat fee work in addition to hourly work on a single invoice for a matter.
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Including Sales Tax in Invoices

How to add sales tax to your invoices. Different setups are covered: Automated Sales Tax (US only), US sales tax, and non-US sales tax.
Chase avatar
Written by Chase
Updated over a week ago

Invoice Examples

Some examples of how invoices can look using LeanLaw and QuickBooks
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

LEDES Billing

How to enable LEDES billing in LeanLaw; How to enter activity and task codes for time and expenses; How to download invoices in LEDES format
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

How LeanLaw Decides the Date of an Invoice

Dating invoices, and other romanticized tales of accounting with LeanLaw.
Chase avatar
Written by Chase
Updated over a week ago