Clients & Matters
- Assigning Users to Matters in LeanLaw
- Controlling Matter Access and Restrictions in LeanLaw
- Using Matter Tags and Practice Areas in LeanLaw
- Creating and Managing Matters in LeanLaw
- Creating and Managing Clients in LeanLaw
- Custom Fields and Field Mapping in LeanLaw
- Archiving and Closing Matters in LeanLaw
- Using Client and Matter Overview in LeanLaw
- Matter Billing Types in LeanLaw