Tutorials

LeanLaw Masterclass - Custom Fields

master class custom fields

Legal Accounting Software Deep Dive

Legal Accounting Software does not run itself. That’s why LeanLaw does a deep dive on a specific feature each month with people from the company who are in charge of Product, Customer Success, and the engineering of the software itself.

Below is a video recap of the webinar that took a deep dive into:

Custom Fields

Nic Baughman, VP of Product and Chase Sullivan, Customer Success Manager discussed:

  • How firms customize what information is on their clients / matters
  • How custom fields provide improved personalization on the invoice
  • How custom fields will group and sort to enhance reporting

Having a direct line to the LeanLaw team who design the user-interface of your law firm software can be a huge perk. Many of our most successful updates have come from client suggestions.