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LeanLaw Masterclass -- Trust Accounting Compliance

The LeanLaw Team · · Updated July 17, 2023

LeanLaw Masterclass -- Trust Accounting Compliance
LeanLaw Masterclass -- Trust Accounting Compliance Tutorials

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

https://www.youtube.com/watch?v=S57BYJb5hP8

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

The LeanLaw Team

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The LeanLaw Team

The LeanLaw Team is the legal-finance content team behind LeanLaw — the billing, trust accounting, and revenue-reporting platform built natively on QuickBooks Online. Drawing on years of work alongside law firms and the accountants who serve them, the team writes about trust accounting, IOLTA compliance, legal billing, and law-firm financial operations. LeanLaw is a QuickBooks Online Premium App Partner.

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1,000+

law firms run on LeanLaw

70%

faster invoice collections

$61K

leaked revenue recovered per attorney each year

20–50×

ROI for a typical 10-attorney firm

Figures reflect aggregate results reported by LeanLaw customers — faster collections, recovered revenue, and ROI. Individual firm results vary.