Access Your Own Data In Real-Time with Dynamic Dashboards
No more waiting for monthly reports. LeanLaw's Lean Insights dashboards deliver real-time financial intelligence — so you always know where your firm stands.
- Eliminate stale data with real-time dashboards
- Reduce manual error with automated reporting
- Streamline reporting access across the entire firm
- Receive actionable insights into your law firm's financial health
Billed YTD
Collected
Outstanding
Updated in real time from QuickBooks Online
The Numbers Behind Law Firm Reporting
Without real-time visibility, firms lose time, revenue, and competitive advantage. Lean Insights closes those gaps permanently.
1,000+
law firms run on LeanLaw
70%
faster invoice collections
$61K
leaked revenue recovered per attorney each year
20–50×
ROI for a typical 10-attorney firm
If you don't log time contemporaneously, you lose 10–20% of billable value per attorney, per year.
Law Firm Reporting & Insights with Lean Insights
LeanLaw's advanced reporting — Lean Insights — gives your team dynamic dashboards and detailed financial reports tailored to each role. Attorneys see their own productivity. Billing staff see outstanding invoices. Firm administrators see the full financial picture. All updated in real time.
Hear about how LeanLaw's custom reporting empowers your team to better understand your data by creating reports specific to your firm's needs.
- Dynamic, real-time dashboards — no more stale monthly PDFs
- Role-based reports tailored to attorneys, billing staff, and administrators
- Collapsible left-navigation for intuitive access to all reports
- Drill-down from high-level summaries to individual matter details
- Exclusively available on the LeanLaw Pro subscription tier
"I am using the My Time Analysis report multiple times per day and it is fantastic."
Paul Slough
Kirkpatrick, Slough, Duitsman-Coy & Mott, PLC
A Clear, Quick Snapshot of Your Time Usage and Potential Earnings
Streamline your productivity with My Time Analysis. If you don't log time contemporaneously, you lose 10–20% of billable value. This dashboard gives every attorney an instant view of hours logged, hours billed, and the gap between them — so nothing slips through.
Used multiple times per day by high-performing attorneys, My Time Analysis is the first report you open and the last one you close.
Understand Productivity Across Your Entire Firm
Firm Time Analysis gives administrators and managing partners a bird's-eye view of every attorney's time-entry behavior. Easily see which users are tracking their time effectively — and identify those who are not, so you can follow up before revenue leaks away.
- Firm-wide productivity view across all timekeepers
- Identify time-entry gaps by attorney or staff member
- Compare billed vs. worked hours across practice groups
- Export and filter by date range for performance reviews
Know What You Are Owed — And When You Will Get Paid
Outstanding Invoices and Firm Payment Trends turn accounts receivable from a mystery into a managed process. Know your exposure, track your collections, and plan your firm's cash flow with confidence.
Outstanding Invoices
Get a real-time view of every unpaid invoice across your firm. See aging buckets, partial payments, and overdue balances at a glance. Identify bottlenecks in your collections process and take action before receivables become write-offs.
Firm Payment Trends
Uncover patterns in payment frequency and total amounts over time. Make informed decisions, track your firm's financial health, and plan for the future with confidence. This indispensable tool is exclusively available to users with Principal & Operator roles.
Every Report Your Firm Needs, In One Place
Lean Insights includes a full library of real-time financial reports — each designed for a specific role, a specific decision, and a specific outcome.
My Time Analysis
Streamline your productivity with a clear, quick snapshot of your time usage and potential earnings. If you don't log time contemporaneously you lose 10–20% of billable value. This dashboard keeps every minute accountable.
Matter Details
Get a precise snapshot of matter-specific insights for court filings and other reporting considerations. Drill into individual matters to see time, expenses, invoiced amounts, and outstanding balances in one place.
Firm Time Analysis
Understand the productivity across your entire firm and easily see which users are tracking their time effectively. Identify users who are not entering time and follow up with them before revenue slips away.
Outstanding Invoices
Understand the productivity across your firm and easily see which users are tracking their time. Identify bottlenecks in collections and take action on aging receivables before they become write-offs.
Firm Payment Trends
Uncover patterns in payment frequency and total amounts over time. Make informed decisions, track your firm's financial health, and plan for the future with confidence. Exclusively available to Principal & Operator roles.
Monthly Billing Report
Access comprehensive data on time entries, expenses, and fixed fees for your selected period. Filter by invoice date, client, matter, or invoice number. All tracked items are included, regardless of invoice stage. Your financial landscape, simplified and transparent.
Firm Invoice Details
A detailed view of invoice statuses, including outstanding balances, partial and completed payments. Empower your financial decision-making with comprehensive invoice data at your fingertips.
Origination & Productivity Reports
Real-time reports give you actionable data to help your firm's growth and profitability. Track origination credits, referral sources, and attorney productivity — all the data you need to reward the right behaviors.
"We finally know which flat fees are making us money and which ones are killing us. The effective hourly rate report was a game-changer for our pricing strategy."
Karyn Anderson
Total Sum Accounting
Your Financial Landscape, Simplified and Transparent
Access comprehensive data on time entries, expenses, and fixed fees for your selected period. Filter by invoice date, client, matter, or invoice number. All tracked items are included, regardless of the invoice stage.
Comprehensive Invoice Data at Your Fingertips
A detailed view of invoice statuses, including outstanding balances, partial and completed payments. Empower your financial decision-making with comprehensive invoice data — and never wonder about the status of a bill again.
Advanced Reports Are Exclusive to LeanLaw Pro
Lean Insights — including all dynamic dashboards, persona-based reports, and the collapsible navigation interface — is available exclusively to LeanLaw Pro subscribers. Upgrade to unlock the full power of real-time financial intelligence for your firm.
- All dynamic dashboards and real-time reports
- Role-based access: attorney, billing staff, administrator, principal
- Firm Payment Trends (Principal & Operator roles)
- Custom report builder for firm-specific analytics
- In-depth Help Center tutorials + dedicated support
"We've used LeanLaw for a year and a half and we're able to invoice our clients within two to three days, versus 10 or 12 — quickly and electronically, and they pay us faster, which increases our cash flow."
Alicia Wood, Firm Administrator
Burkhalter Law
Lean Insights Frequently Asked Questions
Feel free to contact us along your LeanLaw journey. But here are some FAQs to get you started.
What is the Advanced Reports feature — Lean Insights?
Lean Insights is an enhancement to LeanLaw's reporting capabilities. It offers dynamic dashboards, detailed reports tailored for specific personas, and improved navigation to view those reports. This feature is available to LeanLaw Pro subscribers.
What are Dynamic Dashboards?
Dynamic Dashboards are interactive data views within the Advanced Reports section that let users view, analyze, and manipulate legal billing data in real-time. They provide a clear, concise, and comprehensive snapshot of billing activities — insights at a glance.
How do the detailed reports for particular personas work?
With Lean Insights, persona-specific reports are based on a user's role. Reports are tailored to display the most relevant data and insights depending on the role or need — making decision-making more efficient and informed.
How has navigation improved in the new Advanced Reports section?
The improved navigation in Advanced Reports allows for intuitive access to dashboards and persona-specific reports via a collapsible left-navigation panel. The new design ensures all reports are readily accessible, maximizing productivity.
Who can access the Advanced Reports feature?
Advanced Reports (Lean Insights) is exclusive to LeanLaw Pro subscribers. If you are not yet a Pro user and want to leverage these advanced reporting capabilities, consider upgrading your subscription.
Can I customize the Dynamic Dashboards?
Dynamic dashboards create reports in real time and let you drill into specific data details. LeanLaw also offers a custom report builder for firms that want to build reports specific to their unique needs.
Where can I find more information on using the Advanced Reports feature?
LeanLaw provides in-depth tutorials and guides within the Help Center. For further assistance, contact the LeanLaw support team directly.
Still have questions? Talk to the LeanLaw team