Skip to content
  • There are no suggestions because the search field is empty.

Contingency Reports in LeanLaw

How to use LeanLaw's contingency reports to track contingency matters — including the Contingency Summary, Contingency Detail, and Contingency Expense Period reports.

Contingency matters operate differently from hourly or fixed fee matters — time is tracked internally but not billed to the client until a settlement is reached. LeanLaw's contingency reports give you visibility into open matters, accrued time, and expenses ahead of settlement billing.

 

📋 Setting up contingency matters: Contingency reports are only populated when matters are set to Contingency billing type. See: Matter Types — Clients & Matters, Article 3 for setup instructions.

 

Contingency Report Types

Report

What It Shows

Contingency Summary

A high-level view of all contingency matters — the matter name, status, total hours tracked, total expenses, and the estimated contingency fee (if a settlement amount has been entered).

Contingency Detail

A matter-by-matter breakdown with individual time entries and expenses. Use this to review all work done on a matter before preparing the settlement statement.

Contingency Expense Period

Expenses on contingency matters organized by time period. Useful for reviewing hard costs (advanced client costs from QBO) alongside soft costs ahead of settlement.

 

Navigate to: Reports → Contingency → select Summary, Detail, or Expense Period

 

Using Contingency Reports Before Billing

Before billing a contingency matter at settlement, use these reports to:

  1. Run the Contingency Statement report to review all expenses — verify all advanced client costs from QBO are captured.
  2. Review the Contingency Detail to confirm all time entries are recorded (even though they won't be billed, they're needed for calculating the contingency fee percentage).
  3. Use the information to create the settlement fixed fee and prepare the final invoice. See: How to Bill Contingency Matters in the Billing & Invoicing section.