Instant Clarity At Your Fingertips.
When you're working with multiple clients and matters, your legal team needs precision and access. LeanLaw's matter management software lets you access the information on any matter — anywhere, anytime — synced live with QuickBooks Online.
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
Connected Matter Management On One Platform
Improve visibility and communication within the firm and with clients. Every matter — from client intake through final invoice — lives in one place, updated in real time.
Keep Matters Up-to-Date
Put more time toward billable hours with automated workflow. Information updates in real time without manual workarounds. Your team always sees current status — no stale reports, no manual reconciliation.
Keep Clients In the Loop
Send clients easy invoices, trust statements, trust reporting, WIP reports, and expense reporting so they always understand matter status. Fewer client calls, faster payment.
Automate Specific Matters
Schedule recurring fixed fees, enforce maximum hour limits, and automatically allocate compensation tracking — so your billing workflows run themselves without manual effort.
Crystal Clear Matter Management Views
Quickly answer client questions with accessible financial client dashboards. Real-time access to complete ledgers, reference reports, spreadsheets, and matter budgets throughout the full matter lifecycle — starting with client intake.
- Access all matters securely from anywhere, on any device
- Complete matter ledgers and reference reports in real time
- Matter budgets and WIP visibility from day one
- Adjust billing rates per matter in seconds
- Switch from flat fee to hourly billing structure without data loss
- Trust account balances and activity per matter
- Origination and referral credit tracking by matter
WIP Balance
Billed YTD
Trust Balance
Real-Time Matter Access
Updated live — from intake through final payment
"Tracking payments to specific matters was a nightmare before LeanLaw. Now everything syncs to QuickBooks automatically. We see invoices paid 70% faster."
Amanda Coughlan, Billing Coordinator
Zahn Law Group
A Better Billing Engine. Built For The Way Law Firms Work.
LeanLaw connects matter management to your billing engine and QuickBooks Online so nothing falls through the cracks — from the first time entry to the final payment.
Access From Anywhere
Access all matters securely from anywhere in the world. Cloud-based and mobile-ready — attorneys and staff work from the office, home, or courthouse.
Better Client Relations
Improve client and firm relations with timely, accurate billing. Clients receive professional invoices, trust statements, and WIP summaries — and pay 70% faster.
Instant Status Updates
Get quick access to status and matter updates the moment they change. No waiting for end-of-month reports — real-time data when you need it.
True QuickBooks Integration
LeanLaw is built natively on QuickBooks Online — not bolted on. Every transaction, invoice, and payment syncs automatically to your general ledger.
Works With the Tools Your Firm Already Uses
LeanLaw connects to the broader ecosystem your firm depends on. Deep integrations with Microsoft Office 365, Gravity Legal, practice management software, and document management systems mean your matter data flows where it needs to — without re-keying.
- Microsoft Office 365 — work directly inside the tools your team already uses
- Gravity Legal — trust-safe payment processing, fully integrated
- Practice management software — connect your intake and docketing workflow
- Document management systems — link matter documents without leaving LeanLaw
- Public API and full API documentation for custom integrations
QuickBooks Online
Premium App Partner — native, real-time sync
Microsoft Office 365
Work in Word, Outlook, and Teams alongside LeanLaw
Gravity Legal
Trust-safe e-payments, directly integrated
Public API
Full API documentation for custom integrations
"My firm moved from a one size fits all solution about 6 months ago to using the Microsoft suite tools and LeanLaw integrated with Gravity Legal and QuickBooks. This has been the best move we could have made."
Nick V.
LeanLaw Customer
Adjust Billing and Rates By Matter In Seconds
Every matter is different. LeanLaw gives you the flexibility to configure billing exactly how each client arrangement requires — without rebuilding your entire workflow. Add workflow flexibility matter by matter.
- Adjust rates on a per-matter, per-attorney basis
- Switch from fixed fee to hourly billing structure instantly
- Set recurring fixed fees that bill automatically
- Enforce maximum hour limits per matter
- Automatically allocate compensation tracking by attorney
- Configure custom billing rates by practice area
- Apply retainer balances automatically at billing time
LeanLaw Matter Management Software — Loved By Legal Teams
Rated #1 in the QuickBooks Online App Store. Trusted by 1,000+ law firms to manage matters, track billable time, and collect revenue faster.
"We finally know which flat fees are making us money and which ones are killing us."
Karyn Anderson
Total Sum Accounting
"The revenue allocation feature alone saves us 5+ hours every month. No more spreadsheets to figure out who gets paid what on flat-fee matters."
Jennifer Wells
Beard St. Clair Gaffney Law
"Tracking payments to specific matters was a nightmare before LeanLaw. Now everything syncs to QuickBooks automatically. We see invoices paid 70% faster."
Amanda Coughlan, Billing Coordinator
Zahn Law Group
Every Stakeholder, Always In Sync
LeanLaw is built for teams. Assign tasks, share documents, send internal messages, and configure access controls per matter — so attorneys, staff, and clients all have the right visibility at the right time.
Task Assignment
Assign tasks to attorneys or staff directly within a matter. Every team member knows what needs to happen next — and when.
Document Sharing
Upload and share matter documents with permissions-based access. Organize by category so the right files are always at hand.
Internal Messaging
Communicate about matters without leaving the platform. Internal messages stay attached to the matter for full context.
Access Controls
Set granular permissions for attorneys, paralegals, billing staff, and clients — with role-based permissions and a full audit trail on every trust transaction.
P&L, Balance Sheet, and AR — Per Matter
LeanLaw brings firm-level financial reporting down to the matter. Because LeanLaw is built natively on QuickBooks Online, your pre-programmed P&L and balance sheet reports pull matter-level data automatically. Know the true profitability of every engagement.
- P&L reporting pre-programmed in QuickBooks — no manual setup
- Balance sheet data tied directly to matter activity
- AR tracking per matter — see outstanding balances at a glance
- Time and expense data rolled up by matter and attorney
- Compensation and origination credit tracked by matter
- Trust account balances reconciled per matter in real time
Auto-generated
P&L Per Matter
Pre-programmed in QuickBooks
Real-Time
Balance Sheet
Matter-level data, always current
Per Matter
AR Tracking
Outstanding balances at a glance
3-Way
Trust Reconciliation
IOLTA-compliant, per matter
"I don't know how my business functioned before LeanLaw."
Deborah W., Managing Partner
via Capterra
"We've used LeanLaw for a year and a half and we're able to invoice our clients within two to three days, versus 10 or 12 — quickly and electronically, and they pay us faster, which increases our cash flow."
Alicia Wood, Firm Administrator
Burkhalter Law
"Improving reporting for my law firm was the impetus to switch to LeanLaw + QuickBooks."
Kenny Lee
Lee Kiefer & Park
Matter Management Is Just the Beginning
LeanLaw connects every part of your firm's finances — from matter-level time tracking to trust accounting to revenue reporting — all built natively on QuickBooks Online.
Trust Accounting
IOLTA-compliant trust management with per-matter balances, 3-way reconciliation, and automatic QuickBooks sync.
Trust accounting featuresReporting & Compensation
Lean Insights advanced reporting: realization rates, effective hourly rates, origination credit, and revenue by attorney and practice area.
Reporting featuresQuickBooks for Law Firms
The #1-rated legal app in the QuickBooks Online App Store. True native integration — not a sync, not an export, but a single live ledger.
QuickBooks integrationBilling & Invoicing
Batch billing, custom templates, approval workflows, and LEDES export. Invoice clients in 2-3 days instead of 10-12.
Billing featuresE-Payments
Integrated online payments with trust-safe processing. Clients pay electronically — and collections run 70% faster.
Payment featuresTime & Expense Tracking
One-tap timers from any device, automated suggestions, and expense tracking that keeps every billable minute on record.
Time tracking featuresLeanLaw Matter Management — Frequently Asked Questions
- What is matter management and how does LeanLaw help?
- Matter management is the process of organizing, tracking, and reporting on every legal matter from client intake through billing and settlement. LeanLaw centralizes all matter-level data — time entries, expenses, invoices, trust balances, and billing rates — in one platform that syncs live with QuickBooks Online. Your team always has real-time access to matter status, anywhere, on any device.
- Can I track time and expenses at the matter level?
- Yes. LeanLaw captures time and expenses per matter so every billable minute is accounted for. Timers work from any device, and all entries flow automatically into the matter ledger. You can view WIP reports, expense totals, and outstanding balances for any matter at a glance.
- Does LeanLaw support different billing arrangements per matter?
- Absolutely. You can configure each matter independently — hourly rates, flat fees, recurring fixed fees, maximum hour limits, or contingency billing. Switch a matter from flat fee to hourly in seconds. Billing rates can be adjusted on a per-matter, per-attorney basis without affecting other matters.
- Can clients see matter status and invoices?
- LeanLaw makes it easy to keep clients informed. Send invoices, trust statements, WIP reports, and expense summaries directly from within the platform. Clients receive clear, professional communications and can pay electronically — resulting in invoices paid 70% faster.
- How does matter management integrate with QuickBooks Online?
- LeanLaw is built natively on QuickBooks Online. Every invoice, payment, trust deposit, and expense entry posts to QuickBooks automatically — no exports, no duplicates, no manual reconciliation. Your bookkeeper works in QuickBooks while attorneys work in LeanLaw, and both see the same real-time data.
- Is a free trial or demo available?
- Yes. LeanLaw offers a free 14-day trial — no credit card required — so you can explore the platform before committing. You can also schedule a personalized demo with a LeanLaw expert or watch an on-demand demo at your convenience. Start your free trial