Navigating the LeanLaw Billing Hub: Filters, Tabs, and Batch Tools

The Billing section is the central hub for all invoice activity in LeanLaw. Understanding how it's organized — and how to use its filters and batch tools — makes monthly billing significantly faster.

Billing Section Tabs

The Billing section is organized into tabs that correspond to your workflow stages:

Tab	What's Here
Ready to Bill	All unbilled time entries, expenses, and fixed fees waiting to be staged into drafts. Starting point for every billing cycle.
Drafts	Invoice drafts that have been created but not yet approved or submitted to QBO. Editable.
Review	Invoices awaiting review (visible only if the Review stage is enabled in your workflow).
Approved	Invoices that have been approved and locked. Ready to submit to QuickBooks.
Manage Invoices	All invoices that have been submitted to QuickBooks — organized by delivery status. Where you email, print, and track invoices.

Filters in the Ready to Bill Tab

The Ready to Bill tab's left-side filters control what appears in the billing queue:

Filter	Use It To
Time Period	Limit the queue to work within a specific date range. Set this before every billing run.
Client / Matter	Focus on a specific client or matter.
Responsible Attorney	Stage invoices for a specific partner's matters only.
Show Only Contingency Matters	Isolate contingency matters from the main queue.

Filters in the Manage Invoices Tab

The Manage Invoices tab has its own set of filters for post-QBO invoice management:

Filter	Use It To
Delivery	Filter by delivery status: Ready to Email, Ready to Print, Delivered, or All. Use this to organize your delivery run.
Date Range	Show invoices from a specific date range.
Client	Filter to a specific client's invoices.
Status	Filter by payment status: Open, Overdue, Paid, or All.

💡 Monthly delivery workflow: At the end of a billing cycle, set the Delivery filter to 'Ready to Email', select all, and batch email. Then switch to 'Ready to Print', select all, and generate a Combined PDF for mailing. This two-pass approach ensures every invoice is delivered without duplicates.

Batch Tools in Manage Invoices

Select multiple invoices using their checkboxes, then use the batch action menu:

Batch Action	What It Does
Email	Sends selected invoices via LeanLaw's email system. Preview available for single invoices; not available when batch-sending multiple.
Combined PDF	Generates a single PDF file containing all selected invoices plus a cover page summary. Best for printing and mailing.
ZIP of PDFs	Creates a ZIP file with individual PDFs for each invoice plus a summary page. Useful for external systems that need separate invoice files.
LEDES Export	Generates a LEDES-formatted text file for e-billing clients. Available on Pro and Elite tiers.

Sorting and Searching Invoices

In Manage Invoices, click any column header to sort the invoice list. The Number column sorted descending is particularly useful for verifying sequential invoice numbering before a billing run. Use the search bar to find a specific client or invoice number quickly.