The Last Billable Hours Spreadsheet You'll Ever Build - Live Demo

Every month, someone at your firm rebuilds the same spreadsheet — pulling hours from the billing system, targets from somewhere else, reconciling the two before the conversation that made the spreadsheet necessary in the first place. This session shows what it looks like when that data lives directly in LeanLaw instead. LeanLaw CTO Fred Willerup and Product Manager Melissa Schaefers walk through three concrete use cases for custom fields and custom reporting: billable hour goals tracked per attorney in real time, matter budgets monitored by phase, and firm performance sliced by location — or any custom dimension your firm uses. -- CHAPTERS 0:00 — Intro: what custom fields are and who this session is for 2:45 — Use Case 1: Billable Hour Goals — track monthly targets per user, updated in real time 8:00 — Use Case 2: Matter Budget Tracking — monitor WIP and billed spend against budget by phase 13:15 — Q&A: graphical output options (line charts, bar charts, donut graphs — all customizable) 16:45 — Use Case 3: Location-Based Reporting — slice revenue, WIP, and collections by location or any dropdown dimension 18:30 — Other examples: employment status, contractor vs. employee reporting, user grouping for compensation 22:30 — Q&A: combining PTO data with billable goals; tracking expected settlement amounts; client source/marketing attribution 27:00 — Closing + how current LeanLaw clients can get custom reporting enabled in their account RESOURCES If you're a current LeanLaw client and don't see custom fields in your account, reach out via the support chat in the app — the team can enable it and work with you on your reporting needs. Ready to see what this looks like with your firm's data? Book a demo: https://www.leanlaw.co/get-a-demo/ Learn more about LeanLaw: https://www.leanlaw.co