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Overview and ClerkAI: Access and Permissions.

Control which roles in your firm can view real-time revenue data, WIP, collections, and AI-powered insights — with default settings by plan and step-by-step permission updates.

 

If you would like to learn more about our RevOps Overview, check out our collection of articles: RevOps Overview

Who Can Access Overview and ClerkAI

LeanLaw's new Overview tab and ClerkAI feature give your firm a real-time view into revenue performance — WIP, billing, collections, realization rates, and more. Here's how access works and how to adjust it.

Default Access by Plan

Core On the Core tier, Operators and Principals have access to the Overview tab and ClerkAI by default. 

If you want to adjust which roles can see this data, you'll need to upgrade to Pro or Elite.

Pro and Elite On Pro and Elite, access to Overview and ClerkAI is enabled by default for the Operator and Principal roles provided they also have access to Other Revenue Reports in your firm. 

You can customize access at any time.

Note: Currently, access to the reports on the Overview tab is not customizable per report. For instance, you can’t allow timekeepers to see the WIP report, but not the financial performance report.

How to Update Access (Pro and Elite)

  1. Go to Settings → User Permissions → Reports
  2. Find the role you want to update
  3. Toggle access to Revenue Reports, Overview, and ClerkAI on or off as needed

Changes take effect immediately. Users will see the Overview tab appear or disappear from their navigation on their next page load.

What's in the Overview and ClerkAI?

The Overview surfaces firm revenue data across the full billing cycle — from time entries and WIP through invoicing and collections. ClerkAI lets users ask questions about that data in plain language.

Because this data includes sensitive financial information — billed amounts, collected revenue, realization rates, and write-offs by attorney and matter — we recommend being intentional about which roles have access, particularly in firms where attorneys don't have visibility into each other's billing performance.

Don't see these features in your account? Your firm may not have access yet. Please reach out to product@myleanlaw.com for early access.

Questions? Reach out to our Solution Engineering team and we're happy to help you think through the right permission setup for your firm.