How to download your LeanLaw data

Here are the ways to download data from LeanLaw:

Downloading All Firm Data (Backup)

To download a full backup of your LeanLaw data:

1. Click the gear icon in the top right corner to access Settings.
2. In the left-hand menu, navigate to Firm Setup > Firm Info.
3. Scroll to the bottom and click the "Download LeanLaw Data" button.

This covers clients, matters, and other core firm data.

Exporting Expenses

To export expenses:

1. Open the firm's Expenses tab.
2. Use the filters to narrow by Client, Matter, Time Period, or User as needed.
3. Click the "Export" button (located next to the "Create Expense" button).

Important Notes

• If you cancel your subscription, your account remains active until the end of the current billing period — be sure to download your data during that window, as you won't have access after the account is fully cancelled.
• Since LeanLaw syncs with QuickBooks Online in real time, much of your financial data (invoices, payments, trust transactions) also lives in QuickBooks, which is another place you can export records from.

For additional help, LeanLaw's support is available at support.myleanlaw.co