Setting Up Your Firm Profile in LeanLaw
How to configure your law firm's profile in LeanLaw — including firm name, address, logo, invoice defaults, and subscription management.
Your firm profile stores the foundational information LeanLaw uses across the product — from how your firm name appears on invoices to your billing defaults. Getting this right at the start ensures consistency across all client-facing documents.
Where to Find Firm Profile Settings
Firm profile settings are managed in Settings → Firm Setup (click the gear icon ⚙️ → Firm Setup in the left-hand menu). You must have Firm Setup access enabled.
Firm Info
Configure the core details that appear on invoices and throughout LeanLaw:
- Firm Name — Appears on invoices and client-facing documents
- Type of Business — This impacts how certain things in LeanLaw are displayed such as Matters being shown as Projects
- Address — Firm mailing address used on invoices
Subscription
To view or manage your LeanLaw subscription:
- Click the gear icon ⚙️ to open Settings.
- Navigate to Subscription in the left-hand menu.
From here you can:
- View or Upgrade your current plan
- Update your Billing Email or Payment method
- Download invoices
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💡 Tip: Your subscription cost adjusts automatically as you add or remove users. Review your active user list periodically to ensure you're not being billed for inactive team members. |
Additional Billing Defaults
- Default Invoice Template — Set up and customize your default Invoice PDF
- Check out: Managing Invoice Templates in LeanLaw
- Company Logo — Add a Company Logo for Invoice PDFs and Emails
- Billing Workflow — Set up the Billing Workflow that works best for your firm
- Compensation Tracking — Set up revenue allocations for compensation tracking. Available for Pro and Elite Subscriptions.