With all the different case management software solutions available to law firms, deciding which one is right for your firm can be a challenge. Because we specialize in supporting law firms specifically, our team is experienced in multiple different software solutions and can help recommend the best one for your unique situation. One of the ones we frequently recommend to clients is LeanLaw, which offers deep integration with QuickBooks online.
LeanLaw Review: Why We Love It
LeanLaw offers a ton of great features to clients, but perhaps the best of them is the deep integration offered with QuickBooks Online. This integration gives attorneys real-time QuickBooks Online integration by using a 2-way sync. That means that the data you see in your QuickBooks Online account and the data you see in your LeanLaw account will always be identical. This is especially helpful for law firms who use IOLTA or Trust Accounts and need to ensure accounts are reconciled at all times.
Is QuickBooks an add-on in Lean Law?
One of the best parts of LeanLaw’s QuickBooks integration is that it’s an internal feature, not an add on. That means that you don’t need to pay more or configure complicated automations in order for it to work effectively. LeanLaw was built with QuickBooks in mind, and it really makes a difference when it comes to how the software operates.
Is QuickBooks an add-on in Lean Law?
In LeanLaw, there are quite a few features that work really well in tandem with QuickBooks online. These features include:
- Time tracking
- Accounts receivable
- Status of an invoice
- Expense tracking
- Chart of Accounts
- Retainer payments
- IOLTA/Trust Management
These features work so well together because instead of periodically syncing with QuickBooks Online, Lean Law is totally connected at all times to QuickBooks. This means there is no delay in your data between systems and no manual syncing needed in order to get the most up to date data at all times.
Can you customize QuickBooks Online using LeanLaw?
One of the most powerful ways that attorneys can leverage QuickBooks Online to help grow their law firm is by customizing QuickBooks Online to be most effective for their firm. LeanLaw helps you do this by customizing the software for you and making it easier to utilize the powerful reporting features available in QuickBooks Online. As such, the software supports advanced features, like workflow automation for trust accounting, bill payments, LEDES billing, client or matter-based billing, and more.
Is LeanLaw an All-in-One Solution?
No. LeanLaw is best for law firms who want to build a tech stack of the apps and programs they like best. This is great for law firms who want the ability to truly customize their workflows and get an accounting and case management system that is 100% tailored to their firm’s needs. The features that are offered by LeanLaw include:
- Time tracking
- Legal Billing
- Trust accounting
- Reports & compensation tracking
- Matter management
- Client experience
You’ll need to utilize other softwares for things like:
- Calendaring
- Emails
- Document management
- Onboarding
How LeanLaw Boosts Law Firm Productivity and Profits
LeanLaw is an excellent software for attorneys who want to bolster their utilization rate and ensure that all billable hours are captured. By automatically pushing timekeeping to billing, law firms can send out invoices automatically without needing to manually edit and send them to clients. This alone can save hours of time each month! In fact, one case study suggested that invoice production can decrease from one week to just four hours using LeanLaw.
The software also offers a calendar for time tracking that helps you see gaps in your billable hour and timers that help you strategize ways to boost your firm’s productivity. This can go a long way in helping your firm be more profitable overall!
