Role: Operator

Welcome to LeanLaw Following are the first steps in setting up your LeanLaw account profile. You can always connect with us via chat/email/phone if you have any issues or questions about your setup.   LeanLaw Profile Setup
  • If you haven’t already done so, you’ll need to sign up for LeanLaw Timekeeping & Billing software on the LeanLaw website. It takes less than five minutes to get you on your way.
  • Assuming that you are the administrator of this account, go to the setup page to:
    • Invite additional users
    • Add common fixed fee services
    • Add common expenses
The setup page will lead you through these steps.
  • The next part of the setup will help you configure settings that apply to your unique LeanLaw account.
    • Standard & Non-Standard Billing Rates
    • Add additional tools for Desktop and Mobile Devices
  • The setup will then lead you into QuickBooks Online integration with LeanLaw. In this step, you will
    • Connect to QuickBooks Online
    • Select the QuickBooks Online service to associate with revenue entered in LeanLaw
    • Select the QuickBooks Online service to associate with billable expenses entered in LeanLaw
  • You will see a Congratulations! Screen and then be linked to the LeanLaw Timetracking & Billing software.
  Please click here for additional tutorials about how to operate the software. The tutorials include:
  • Time Tracking
  • How to Run Reports
  • Billing
  • QuickBooks Online Setup
  Welcome and Join the Movement!