For new users setting up LeanLaw & understanding key concepts
Creating clients & matters, custom fields, tags, access controls & conflict checks
Timers, the calendar view, snippets & LEDES activity codes for capturing billable time
Recording expenses, templates, attachments & syncing them through to QuickBooks
Flat fee arrangements, fixed fee time, allocations, templates & profitability tracking
The settlement wizard, fee & expense calculations, lien tracking & contingency analytics
Building, reviewing & approving invoices, plus LEDES e-billing & invoice customization
Recording payments, applying trust funds, online payments & tracking what's outstanding
Trust deposits, disbursements, client & matter balances, replenishment requests & trust reports
Originating & responsible attorney credits, distributions & revenue share settings
Revenue, productivity, receivables & billables reports, plus custom period analytics
Connecting QuickBooks Online, syncing invoices & expenses, class tracking & fixing sync issues
Users, roles & permissions, rates, billing rules, firm branding & data import
Microsoft 365 calendar, NetDocuments, Zapier connections to other case tools & the LeanLaw API
