Using Client and Matter Overview in LeanLaw
How to use LeanLaw's client and matter overview screens — including billing status, WIP, outstanding balances, trust balances, and activity history for each client and matter.
The Client and Matter overview screens give you a real-time snapshot of billing status, outstanding work, and financial activity — all in one place. This is your starting point for reviewing account health before generating invoices or following up on payments.
The Client Overview
Access the client overview by clicking any client's name in the Clients tab. The overview typically shows:
|
Panel / Section |
What It Shows |
|
Active Matters |
All open matters associated with this client are shown on the left side. |
|
WIP (Unbilled) |
Any WIP (work in progress) time entries, expenses, or fixed fees across all matters for the client. |
|
Account Summary |
Current Account Balance (from QuickBooks Online) and the Last Payment details |
|
Reports |
Quick Access to reports specific to this client |
The Matter Overview
Access the matter overview by clicking any matter name in the Matters tab. The matter overview typically shows:
|
Panel / Section |
What It Shows |
|
WIP (Work in Progress) |
Unbilled time entries, fixed fees, and expenses staged for the next invoice. Shows total WIP value and hour count. |
|
Reports |
Quick Access to reports specific to this matter |