IOLTA Trust Accounting for Attorneys & Law Firms

LeanLaw is a better approach to trust accounting. Traditions are great, but the old, kludgy 12-step trust accounting process in QuickBooks Online takes time and is prone to complications. LeanLaw trust accounting software helps your law firm stay in compliance with industry best practices and state bar standards, and automates the way your law practice manages client funds. And it’s a true, cloud-based, native QuickBooks integration, not a homegrown sync solution.

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True trust accounting compliance

LeanLaw’s trust accounting engine tracks trust and operating accounts based on industry and state bar compliance standards.

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Assign trust and bank accounts for each client trust to track incoming and outgoing funds.

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LeanLaw helps keep client funds separate from your law firm’s operating funds.

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Create client ledgers and maintain appropriate bookkeeping of account balances with LeanLaw’s automated trust reports.

Trust accounting, automated.

Request, document, and sync the transfer of trust funds, and know every dollar is accounted for in real time with bank reconciliation.

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Double down on accuracy, not duplicate data

Eliminate errors in trust fund accounting by removing the need for duplicate data entry or reviewing bank statements. LeanLaw is always in sync with QuickBooks Online and bank accounts, automatically.

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IOLTA inflow and outflow accountability

Request and track IOLTA funds electronically with our Gravity Legal integration. Better understand how funds are flowing in and out of trust and bank accounts with convenient, clear reporting. Realize higher accounts receivable. And use memos to communicate transparently with clients.

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Three-way reconciliation

Bank accounts, trust accounts and QuickBooks Online are in continuous sync and in-line with state bar standards, so you are well positioned for your weekly or monthly three-way reconciliation. That’s less time spent on your law firm’s end.

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Visualize simply everything

Visualize and quantify all income, invoice payments, transactions connected to a client and IOLTA transactions with straightforward dashboard functionality.

The LeanLaw difference

What sets LeanLaw’s trust accounting engine apart

LeanLaw makes 3-way reconciliation easier

Give clients the flexibility to deposit funds

Disburse funds from trust accounts

True integration with QuickBooks Online

Automated trust financial reports and syncing of data

Legal Accounting Features

Explore all the other features the LeanLaw financial operating system offers to streamline your legal operations and reduce the workload on your team of legal professionals:

Get started with LeanLaw

Discover how the LeanLaw’s accounting tools automate the trust accounting process in a few simple clicks and get started with your law office.

Schedule and attend a demo, get a $250 Amazon Gift Card.