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!