5 Most Sought After Support Articles from LeanLaw Software Clients

reviewing charts

LeanLaw Customer Service is Five Stars for a Reason

At LeanLaw, we take pride in the excellent customer service that we provide. We are constantly updating our support database based on the questions you ask us. If you have any questions about LeanLaw software, go to our
support section on the website.

Did you know that we also take feature suggestions for the software? If there is a feature you’d like to see, you can write to support via the chat in the lower right hand corner of the website.

The top searched articles in our database are ALL payment related. Go figure: Getting paid is important. LeanLaw wants to make the financial operation of your law firm as simple and as fluid as possible. You want to make sure that your Accounts Receivable is well-oiled in order to increase cash flow.

Get Paid Faster Using LeanLaw Law Firm Cash Flow Solutions

Top Support Articles

The top FAQ article is about setting up QuickBooks for your invoices. We go through a step by step process with images. You cannot get lost here.

How do I set the default QuickBooks Online Product and Service for our Invoices?

Next is the first of a few support articles about trust payments in LeanLaw and QuickBooks Online. Trust is something we encourage our law clients to master. If you have a well oiled system for your trust retainers, you don’t have to worry about chasing your clients to pay their bills. You just transfer the funds from the trust account to the operating bank account in your law firm.

How To Make a Trust Payment in LeanLaw

The next article explains why LeanLaw and LawPay are not integrated. LeanLaw works with Gravity Legal for an elegant trust payment system as well as Intuit Payments for legal invoices. The Intuit Payments Network ACH fee is much less expensive than working with credit cards. 

How and why to use LawPay with regard to legal Trust Accounting. What vendors work best for this workflow.

Undeposited Funds: does that make your head spin? Do you know why you should use undeposited funds for deposits in QuickBooks Online? No? Here’s where we give you the answer. Think of the Undeposited Funds account as an envelope where you keep checks until you take them to the bank.

Why use undeposited funds for deposits in QuickBooks Online?

Lastly, we have a great, short video to explain how LeanLaw works with QuickBooks Online for a chart of accounts. This is a crucial video if you are going to understand trust accounting.

What does LeanLaw do in terms of the QuickBooks Online chart of accounts and the specific transactions?

LeanLaw support is here for all of your questions about the software. If you don’t find what you’re looking for with a keyword search, you can chat with us in the lower right corner of the website.

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