Navigating LeanLaw: A Guide to the Interface

This article gives you a quick orientation to the LeanLaw interface so you can find what you need and start working confidently from day one.

LeanLaw is a cloud-based application. You access it through a web browser — no software installation is required for the core product.

Access Method	Details
Web Browser	Navigate to https://next.myleanlaw.co/. Recommended browsers: Chrome, Edge, Firefox, Safari (latest versions).
Desktop Tracker	Lightweight Windows/Mac app for time entry and timers without a browser.
Mobile App	iOS and Android app for time entry, expenses, and timers on the go. Available free from the App Store and Google Play.

LeanLaw's primary navigation runs across the top of the screen. The key areas are:

Navigation Area	What You'll Find Here
Dashboard	Access financial performance insights including billables, collections, realization rate, and firm-wide metrics. A pre-release feature.
Calendar	Enter, view, and manage time entries using a calendar view. Start timers, manage snippets, and track billable vs. non-billable hours by timekeeper.
Time Entries	Enter, view, and manage time entries using a table view. Filter by client, matter, timekeeper, activity code, and billing status.
Expenses	Enter and manage billable expenses (soft costs) and view hard costs synced from QuickBooks Online.
Fixed Fees	Create and manage fixed fee assignments, track completion status, and review unassigned fixed fee time entries. A pre-release feature.
Billing	Create and manage invoices, apply payments, and manage the billing workflow from WIP to paid.
Clients	View and manage your firm's client list, including contact details and responsible attorneys.
Matters	Create and manage client matters, including billing type, responsible attorney, and matter activity.
Reports	Access financial and operational reports — firm profitability, attorney productivity, billing history, WIP, and more.
Settings ⚙️	Firm Setup, Users, Integrations, My Info, and all configuration options. Located in the top-right corner.

You can choose which tab LeanLaw opens on each time you log in — useful if you always start your day in the same area.

What You Want to Do	Where to Start
Log time for a client	Calendar or Time Entries tab → Create Time Entry
Create a new client	Clients tab → New Client
Set up a new matter	Matters tab → New Matter (or you'll be prompted to create a matter when you create a new client)
Generate an invoice	Billing tab → Ready to Bill
Record a trust deposit	Billing tab → Trust Accounting
Add an expense	Expenses tab → New Expense
Run a profitability report	Reports tab → select report type
Invite a team member	Settings ⚙️ → Users → Invite User
Connect QuickBooks	Settings ⚙️ → Integrations → QuickBooks
Change your homepage	Settings ⚙️ → My Info → Starting Tab

LeanLaw is optimized for use in modern web browsers. For the best experience:

📋 Note: For detailed system specifications, see: Ensuring a Smooth LeanLaw Experience: Recommended System Specifications. (coming soon)

An orientation guide to the LeanLaw interface — the main navigation tabs, Settings, key workflows, and how to find what you need quickly.