Guides
Step-by-step help for every part of Outlaw Practice, organized the same way the app is.
Getting Started
Set up your firm, invite your team, and find your way around.
Welcome to Outlaw Practice
A quick orientation to how Outlaw Practice is organized, so you know where to find things.
From Sign-Up to Your First Invoice
The shortest path from a brand-new account to a sent invoice. What sign-up already set up for you, the one practice-area setting to add, then creating a client and a case, tracking billable time, turning it into an invoice, and emailing it, all on your free trial and without Outlaw Payments.
Record View Modes
Every record page can be rearranged to fit the work in front of you. Scroll a section to the top, blow one section up to full screen, flip the sections into tabs, or split the screen so Notes & Attachments stays open while you work the rest of the record.
Data Tables
The lists you see all over Outlaw share one set of skills. Sorting, filtering, adding, editing, deleting, and exporting work the same way in every one of them.
Your Account
The avatar menu in the top corner: your profile, password and email, firm billing, and logging out safely.
Roles & Permissions
Who can do what in Outlaw Practice. Account levels, the eleven firm roles, and every place they change what you see.
Working Offline
What happens to your work when the internet drops, and how it reaches the database, and every device, when you're back.
Why Outlaw
The features that set Outlaw Practice apart — and why one price includes all of them.
Everything Included
One product that runs your whole firm (marketing, sales, cases, billing, payments) for one price, with no feature tiers.
How Outlaw Fits Together
Outlaw connects your firm two ways — in place (every part shares the same records, so you enter things once) and in time (nothing is overwritten, and each case sharpens the next).
Tasks & Time Entries
Plan work as tasks, then start one to track time — in Outlaw they are the same thing.
Tasks and Time Entries Are the Same Thing
How Outlaw unifies your to-do list and your timesheet into one object, and why that saves you double-entry.
The Task Page
Every field and control on a task (planning, priority, the billing fields, the timer), plus its two tabs.
Working with Your Tasks
The Tasks page itself, where every task lives. The Grid, Calendar, and Table views, creating a task, filtering by search, date range, category, user and status, selecting several tasks at once, and the bulk actions that follow.
Contacts
Manage clients, companies, and everyone connected to your work.
Working with Your Contacts
The Contacts page itself, the firm's whole address book. Jumping by letter, searching across emails and addresses, showing deleted contacts, selecting several to merge, granting and revoking portal access, and building a list.
The Contact Page
A tour of everything on a contact, including how to reach them, who they're related to, and the work connected to them.
Cases
Open cases, organize the work, and keep everything in one place.
Working with Your Cases
The Cases page itself, where every case in the firm lives. Switching between open, closed, and all cases, searching across clients and documents, what each column tells you, the running money totals at the bottom, and opening a case to work it.
The Case Page
A tour of everything on a case, the sections that make up the page and what each one is for.
Sales
Capture leads, book consultations, and convert them to clients.
Working with Your Leads
The Sales page itself, your whole pipeline of prospective clients. The open, closed, and all filter, the Sales Dashboard funnel, what each column tells you (including the stage a lead has reached), searching across clients and referrers, and adding a new lead.
The Lead Page
A tour of everything on a lead, the sections that make up the page, from milestones through conflict checks.
Running a Paid Consultation
The end-to-end walkthrough for a paid consult, from turning it on in Options through taking payment and finalizing the invoice. Paid consults let you collect a fee and issue an invoice before the client signs a retention agreement.
Marketing
Run campaigns, track referrers, and see the referrals they send you.
Working with Your Campaigns
The Campaigns page itself, every marketing channel side by side. Reading the cost, performance, and return columns, the totals row, searching, adding a campaign, and exporting the comparison to a spreadsheet.
The Campaign Page
A tour of a marketing campaign, tracking what it costs against the leads and cases it brings in.
Referrers and Referrals
The Referrers page, one row per person or firm that sends you business, with the leads and cases they brought and the lifetime billed and collected behind each. What a referrer is versus a referral, how this rollup is built, and how you record a referrer in the first place.
Financials
Billing, invoices, payments, trust accounting, and transactions.
Finding Your Way Around Financials
The Financials area and the tabs inside it, Work in Progress, Invoices, Trust Sweep, Transactions, and the Payments Dashboard, what each one is for, how money flows from one to the next, and who can see the payments tab.
Work in Progress
The work you've finished but haven't billed yet. What counts as WIP, where to watch it, and how to turn it into draft invoices.
Creating and Sending Invoices
From unbilled work to a delivered invoice. Drafts, what finalizing really does, emailing with a PDF, and tracking what's owed.
Trust Sweep
Close out a billing period the safe way. One sweep, one trust-to-operating transfer at the bank, and books that match to the penny.
The Transactions Ledger
The Transactions tab, the firm's complete record of money moved. Switching between the operating, trust, and combined views, what each kind of entry means, the running balances, showing failed payments, and exporting for reconciliation.
The Payments Dashboard
The Outlaw Payments dashboard, where you watch electronic payments move. The payouts to your bank, the individual transactions, your monthly statements, and any disputes, the summary figures at the top, the date range, and who can open the page.
What You Can Bill
The ethics of classifying a charge (billable work, firm overhead, or a client expense) and how Missouri v. Jenkins and ABA Formal Opinion 93-379 draw the lines.
Reports
Firm analytics, utilization, and financial reporting.
Reports Overview
Where to find your firm's reports, how they are organized, and the filters, exports, and access rules they share. Start here, then dive into the category that answers your question.
Trust & Compliance Reports
The trust accounting reports your bar requires. See each client's trust balance, the full ledger of every deposit and disbursement, and the three-way reconciliation that proves your account is in balance.
The AR Aging Report
See which clients owe you money and for how long. Outstanding invoices grouped by how overdue they are, so you can prioritize collections and protect cash flow.
Three-Way Reconciliation
The gold standard of trust-account compliance. Prove that your bank statement, your firm trust ledger, and the sum of every client's balance all agree, and keep the document that shows it.
Revenue & Billing Reports
See the money your firm earns, bills, and collects. These reports show what each person produced, which invoices are outstanding, what you've earned but not yet billed, and how much of your work actually turns into revenue.
The Billing Realization Report
Realization is how much of the value you create actually turns into billed revenue. Compare the standard value of work performed to what you actually billed, see your realization rate against the 88% industry benchmark, and find where revenue is leaking.
Productivity Reports
See where your firm's time actually goes and how productive each person is. These reports turn the hours your team logs into a picture of billable vs administrative work, workload balance, and how well your estimates hold up.
The Estimation Accuracy Report
Compare the time you estimated a task would take against the time it actually took. See whether your firm's estimates run high, low, or land close, so you can scope and budget the next matter with confidence.
Sales Reports
See the health of your sales pipeline at a glance. Where leads pile up, where they fall away, the real paths they take from first call to signed retainer, and which leads and campaigns actually convert.
Marketing Reports
See what your marketing campaigns cost, what they bring back, and which ones are actually worth the money. These four reports turn campaign spend and collections into a clear picture of where your marketing dollars are working.
Client Portal
Give clients secure access to their invoices, documents, and intake forms.
Settings
Tailor Outlaw Practice to how your firm works.