LeanLaw’s Smart Billing Workflow

Managing billing and payments shouldn’t feel like pulling teeth—but for many law firms, it does. Late invoices, time-consuming follow-ups, and disjointed processes can disrupt your practice, waste precious billable hours, and leave you frustrated.

The SMART Billing Workflow was built to solve these challenges. Designed specifically for law firms, it streamlines the entire billing and payment process, eliminating inefficiencies and reducing the friction that often accompanies collections. By integrating LeanLaw Payments, this workflow empowers your firm with tools to ensure invoices are clear, payments are seamless, and your cash flow remains predictable.

How the SMART Billing Workflow Transforms Your Practice

  • Eliminate Bottlenecks: Automate tedious billing tasks to free up time for what matters most—serving your clients.
  • Improve Payment Speed: LeanLaw Payments makes it easy for clients to pay you directly from the invoice with credit cards, ACH, or other payment methods.
  • Stay Aligned with Clients: Transparent, real-time payment updates keep you and your clients on the same page.
  • Reduce Errors: Integrated systems ensure accuracy, so you can avoid costly mistakes and awkward conversations.
  • Boost Cash Flow: Faster, easier payments mean more predictable revenue for your firm.

And It’s Included in your LeanLaw Subscription!

Law firms across the country are using the SMART Billing Workflow to simplify their billing operations and improve client satisfaction. With this best-in-class solution, powered by LeanLaw Payments, you’ll finally have a process as professional and polished as your legal practice.

Start working smarter today. Let us help you optimize our SMART Billing Workflow for your firm to revolutionize, streamline, and optimize your firm’s financial operations.

Lean Align

Stop clients from contacting you about their bill.

The Intelligent Invoice gives clients an automated summary of the work, how much trust balance they have remaining, and a unique link for payment.

LeanLaw’s Smart Billing Workflow Allows Law Firms To:

  • Send clients invoice emails, trust request emails, reminder emails, receipt emails, and more.
  • Add attachments and expense receipts to those emails
  • Track invoices from the moment they’re sent to a customer through when each payment is made.
  • Accept invoice payments to your operating account
  • Send trust request links that are deposited directly to your trust account.