Requirements To use LeanLaw on WEXTL you need an active account and an API access token from your account settings.[3]
Get your LeanLaw credentials Connect LeanLaw in WEXTL Log in to your WEXTL account, add the LeanLaw node module to your workflow, and click Create new credential . Optional: In the Credential name field, enter a name for the credential. Enter the authentication credentials you copied from your LeanLaw account, or follow the on-screen instructions to create the credential. If prompted, authenticate your account and confirm access. If you want to make changes to your credential in the future, follow the steps in Manage credentials → Notes Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes. For detailed information on connecting an application, see Connect an application →
LeanLaw triggers and actions on WEXTL The list below is a reference of every LeanLaw node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any LeanLaw node module below to inspect its input parameters, outputs, and connection requirements.
Watch Clients Trigger Output fields[3] Field Type Client ID text Name text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
Watch Expenses Trigger Output fields[3] Field Type Expense ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Description text Amount number Billed boolean Check Number text Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Meta object Created At date Modified At date
Watch Fixed Fees Trigger Output fields[3] Field Type Fixed Fee ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Description text Amount number Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Meta object Created At date Modified At date
Watch Invoices Trigger Output fields[3] Field Type Invoice ID text Client ID text Client object Name text Reference text Matter ID text Matter object Name text Reference text Invoice Date date Due Date date Amount number Balance number Invoice Number text Invoice State text Meta object Created At date Modified At date
Watch Matters Trigger Output fields[3] Field Type Matter ID text Name text Reference text Matter Type text Opened date Archived boolean Client ID text Client object Name text Reference text Responsible ID text Responsible object Name text Initials text First Name text Last Name text Originator IDs array Originator ID text Originators array Name text Initials text First Name text Last Name text Practice Area ID text Practice Area object Label text LEDES Configuration object Enabled boolean Activity Code Required boolean Task Code Required boolean Expense Code Required boolean Code Set IDs array Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
Watch Time Entries Trigger Output fields[3] Field Type Time Entry ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Time text Description text Hours number Rate number Amount number Billing Type text Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Fixed Fee ID text Fixed Fee object ID text Label text Amount number Activity Code text
2 other output fields
Get Client Action Input fields[3] Field Type Client IDRequired
choice
Output fields[3] Field Type Client ID text Name text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Notes text Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
Get Client Balances Action Input fields[3] Field Type Client IDRequired
choice
Output fields[3] Field Type Balance number Overdue number Overdue 30 number Overdue 60 number Overdue 90 number
Get Codes Action Output fields[3] Field Type Activity array Code text Label text Code Set ID text Parent Code text Selectable boolean Task array Code text Label text Code Set ID text Parent Code text Selectable boolean Expense array Code text Label text Code Set ID text Parent Code text Selectable boolean Code Sets array Code Set ID text Label text Description text
Get Expense Action Input fields[3] Field Type Expense IDRequired
choice
Output fields[3] Field Type Expense ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Description text Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Amount number Expense Code text Check Number text Meta object Created At date Modified At date
Get Fixed Fee Action Input fields[3] Field Type Fixed Fee IDRequired
choice
Output fields[3] Field Type Fixed Fee ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Description text Amount number Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Activity Code text Task Code text Meta object Created At date Modified At date
Get Matter Action Input fields[3] Field Type Matter IDRequired
choice
Output fields[3] Field Type Matter ID text Name text Reference text Client ID text Matter Type text Client object Name text Reference text Responsible ID text Responsible object Name text Initials text First Name text Last Name text Originator IDs array Originator ID text Originators array Name text Initials text First Name text Last Name text Practice Area ID text Practice Area object Label text Opened date Archived boolean Conflict Information object Adverse text Related Adverse text Related Client text Opposing text Billing Instructions text Notes text Referral Sources text LEDES Configuration object Enabled boolean Activity Code Required boolean Task Code Required boolean Expense Code Required boolean Code Set IDs array Meta object Created At date Modified At date
1 other output field
Get Time Entry Action Input fields[3] Field Type Time Entry IDRequired
choice
Output fields[3] Field Type Time Entry ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Time text Description text Hours number Rate number Amount number Billing Type text Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Fixed Fee ID text Fixed Fee object ID text Label text Amount number Activity Code text
2 other output fields
List Clients Search Input fields[3] Field Type Query text Reference text Select text Sort text Modified Since text Limit number
Output fields[3] Field Type Client ID text Name text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
List Custom Fields Search Input fields[3] Field Type Entity choice Limit number
Output fields[3] Field Type ID text Entity text Name text Value Type text Options array Option ID text Label text
List Expenses Search Input fields[3] Field Type Start Date text End Date text User ID choice Matter ID choice Client ID choice Billed boolean Invoice ID choice Select text Sort text Modified Since text Limit number
Output fields[3] Field Type Expense ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Description text Amount number Billed boolean Check Number text Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Meta object Created At date Modified At date
List Fixed Fees Search Input fields[3] Field Type Start Date text End Date text User ID choice Matter ID choice Client ID choice Billed boolean Invoice ID choice Select text Sort text Modified Since text Limit number
Output fields[3] Field Type Fixed Fee ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Description text Amount number Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Meta object Created At date Modified At date
List Invoices Search Input fields[3] Field Type Start Date text End Date text Invoice State choice Client ID choice Matter ID choice Select text Sort text Modified Since text Limit number
Output fields[3] Field Type Invoice ID text Client ID text Client object Name text Reference text Matter ID text Matter object Name text Reference text Invoice Date date Due Date date Amount number Balance number Invoice Number text Invoice State text Meta object Created At date Modified At date
List Matters Search Input fields[3] Field Type Query text Reference text Client Reference text User ID choice Responsible ID choice Originator ID choice Client ID choice Practice Area ID choice Archived boolean Select text Sort text Modified Since text Limit number
Output fields[3] Field Type Matter ID text Name text Reference text Matter Type text Opened date Archived boolean Client ID text Client object Name text Reference text Responsible ID text Responsible object Name text Initials text First Name text Last Name text Originator IDs array Originator ID text Originators array Name text Initials text First Name text Last Name text Practice Area ID text Practice Area object Label text LEDES Configuration object Enabled boolean Activity Code Required boolean Task Code Required boolean Expense Code Required boolean Code Set IDs array Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
List Practice Areas Search Input fields[3] Field Type Limit number
Output fields[3] Field Type Practice Area ID text Label text Default boolean
List Time Entries Search Input fields[3] Field Type Start Date text End Date text User ID choice Matter ID choice Client ID choice Sort text Billing Type choice Fixed Fee ID choice Select text Billed boolean Invoice ID choice Modified Since text Limit number
Output fields[3] Field Type Time Entry ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Time text Description text Hours number Rate number Amount number Billing Type text Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Fixed Fee ID text Fixed Fee object ID text Label text Amount number Activity Code text
2 other output fields
List Users Search Input fields[3] Field Type Email text Role choice Query text Query Full Match boolean Select text Limit number
Output fields[3] Field Type User ID text Name text First Name text Last Name text Initials text Role text Email email Custom Fields array ID text Name text Value Type text Value text Option ID text
Create Client Action Input fields[3] Field Type NameRequired
text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Notes text Custom Fields array Custom FieldRequired
choice Value text Option ID text
Output fields[3] Field Type Client ID text Name text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Notes text Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
Create Expense Action Input fields[3] Field Type User ID choice Matter IDRequired
choice DateRequired
date DescriptionRequired
text AmountRequired
number Expense Code choice
Create Fixed Fee Action Input fields[3] Field Type User ID choice Matter IDRequired
choice DateRequired
date DescriptionRequired
text AmountRequired
number Activity Code choice Task Code choice
Create Matter Action Input fields[3] Field Type NameRequired
text Reference text Matter Type choice Client IDRequired
choice Responsible IDRequired
choice Originator ID choice Opened text Archived boolean Conflict Information object Adverse text Related Adverse text Related Client text Opposing text Billing Instructions text Notes text Referral Sources text Practice Area ID choice Rate Group ID text Custom Fields array Custom FieldRequired
choice Value text Option ID text
Output fields[3] Field Type Matter ID text Name text Reference text Client ID text Matter Type text Client object Name text Reference text Responsible ID text Responsible object Name text Initials text First Name text Last Name text Originator IDs array Originator ID text Originators array Name text Initials text First Name text Last Name text Practice Area ID text Practice Area object Label text Opened date Archived boolean Conflict Information object Adverse text Related Adverse text Related Client text Opposing text Billing Instructions text Notes text Referral Sources text LEDES Configuration object Enabled boolean Activity Code Required boolean Task Code Required boolean Expense Code Required boolean Code Set IDs array Meta object Created At date Modified At date
1 other output field
Create Practice Area Action Input fields[3] Field Type LabelRequired
text Default boolean
Output fields[3] Field Type Practice Area ID text Label text Default boolean
Create Time Entry Action Input fields[3] Field Type User ID choice Matter IDRequired
choice DateRequired
date Time text DescriptionRequired
text HoursRequired
number Rate number Billing Type choice Fixed Fee ID choice Activity Code choice Task Code choice
Output fields[3] Field Type Time Entry ID text User ID text User object Name text Initials text First Name text Last Name text Matter ID text Matter object Name text Reference text Client ID text Client object Name text Reference text Date date Time text Description text Hours number Rate number Amount number Billing Type text Billed boolean Invoice ID text Invoice object Invoice ID text Invoice Number text Invoice Date date Invoice State text Invoice Amount number Invoice Balance number Fixed Fee ID text Fixed Fee object ID text Label text Amount number Activity Code text
2 other output fields
Delete Client Action Input fields[3] Field Type Client IDRequired
choice
Delete Expense Action Input fields[3] Field Type Expense IDRequired
choice
Delete Fixed Fee Action Input fields[3] Field Type Fixed Fee IDRequired
choice
Delete Matter Action Input fields[3] Field Type Matter IDRequired
choice
Delete Practice Area Action Input fields[3] Field Type Practice Area IDRequired
choice
Delete Time Entry Action Input fields[3] Field Type Time Entry IDRequired
choice
Health Check Action Output fields[3] Field Type Status text Version object Build text Updated text Branch text Message text
Make an API Call universal Input fields[3] Field Type URLRequired
text MethodRequired
choice Headers array Header object Query String array Parameter object Body text
Output fields[3] Field Type Body text Headers object Status code number
Update Client Action Input fields[3] Field Type Client IDRequired
choice Name text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Notes text Custom Fields array Custom FieldRequired
choice Value text Option ID text
Output fields[3] Field Type Client ID text Name text Reference text Contact object Company Name text First Name text Last Name text Middle Name text Suffix text Email email Email CC email Phone text Cell Phone text Other Phone text Notes text Meta object Created At date Modified At date Custom Fields array ID text Name text Value Type text Value text Option ID text
Update Expense Action Input fields[3] Field Type Expense IDRequired
choice Matter ID choice User ID choice Date text Description text Amount number Expense Code choice
Update Fixed Fee Action Input fields[3] Field Type Fixed Fee IDRequired
choice Date text Matter ID choice User ID choice Description text Amount number Activity Code choice Task Code choice
Update Matter Action Input fields[3] Field Type Matter IDRequired
choice Name text Reference text Client ID choice Responsible ID choice Opened text Archived boolean Conflict Information object Adverse text Related Adverse text Related Client text Opposing text Billing Instructions text Notes text Referral Sources text Practice Area ID choice Custom Fields array Custom FieldRequired
choice Value text Option ID text
Output fields[3] Field Type Matter ID text Name text Reference text Client ID text Matter Type text Client object Name text Reference text Responsible ID text Responsible object Name text Initials text First Name text Last Name text Originator IDs array Originator ID text Originators array Name text Initials text First Name text Last Name text Practice Area ID text Practice Area object Label text Opened date Archived boolean Conflict Information object Adverse text Related Adverse text Related Client text Opposing text Billing Instructions text Notes text Referral Sources text LEDES Configuration object Enabled boolean Activity Code Required boolean Task Code Required boolean Expense Code Required boolean Code Set IDs array Meta object Created At date Modified At date
1 other output field
Update Practice Area Action Input fields[3] Field Type Practice Area IDRequired
choice Label text Default boolean
Output fields[3] Field Type Practice Area ID text Label text Default boolean
Update Time Entry Action Input fields[3] Field Type Time Entry IDRequired
choice User ID choice Matter ID choice Date text Time text Description text Hours number Rate number Billing Type choice Fixed Fee ID choice Activity Code choice Task Code choice
Update User Action Input fields[3] Field Type User IDRequired
choice Custom Fields array Custom FieldRequired
choice Value text Option ID text
Output fields[3] Field Type User ID text Name text First Name text Last Name text Initials text Role text Email email Custom Fields array ID text Name text Value Type text Value text Option ID text
Other support integrations on WEXTL Classe365[2] Student information and school management system for admissions, academics, and administration. EasyPractice Practice management software for clinics to schedule appointments, manage clients, and send invoices. Gladly Customer service platform for conversations, tasks, customers, and agent workflows. Cliniko Practice management for healthcare providers — appointments, notes, and billing. CommBox Omnichannel customer engagement platform for managing conversations, agents, teams and messaging campaigns.