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LeanLaw Masterclass -- Trust Accounting Compliance

  • June 23, 2023
  • Alison Elliot
  • June 23, 2023
  • Alison Elliot

Legal Accounting Software Deep Dive

Legal Accounting Software does not run itself. That’s why LeanLaw does a deep dive on a specific feature each month with people from the company who are in charge of Product, Customer Success, and the engineering of the software itself.

Watch the video recap of the webinar that took a deep dive into:

Trust Accounting Compliance

LeanLaw’s onboarding lead, Tracie Cook, and Customer Success Manager, Chase Sullivan, took a deep dive on:

Trust Accounting Compliance and Why It Matters

  • How proper trust accounting increases cash flow and efficiency.
  • IOLTA rules that require every single transaction to be accounted for.
  • How LeanLaw can make these seemingly complex regulations flow more smoothly and keep your firm in compliance with ease.

Having a direct line to the LeanLaw team who design the user-interface of your law firm software can be a huge perk. Many of our most successful updates have come from client suggestions.

Find more Masterclass videos

About LeanLaw

LeanLaw helps law firms simplify billing, trust accounting, and financial reporting—without changing how attorneys work. Built specifically for legal teams, LeanLaw integrates seamlessly with QuickBooks to give you clarity, compliance, and control.
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  • LeanLaw Masterclass: Perfect Your Process-- 5 Components of Seamless Invoicing
  • Lean Insights Advanced Reporting Features for Law Firms
  • LeanLaw Masterclass – Lean Insights
  • LeanLaw Masterclass – Billing Workflow
  • LeanLaw Masterclass -- Digital Payments
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