How onboarding works at LeanLaw

LeanLaw will guide you through the process, no matter which software you’re switching from. We’ve been there.

Better Onboarding With LeanLaw

LeanLaw’s Proven Process for Onboarding, Training, and Data Transfer

Quickstart Coaching

Complimentary for firms with 1-4 users 

  • Set up and connect QuickBooks Online to LeanLaw
  • Review Chart of Accounts
  • Training (timekeeping, invoicing, client/matter setup, payments,trust, expenses)

QuickStart onboarding is ideal for smaller firms ready to plug in and start modernizing their financials and workflows right away.

Quickstart Coaching
Premium Onboarding

Premium onboarding & coaching

LeanLaw is most impactful when everyone in your firm is an expert user able to leverage our automation. We want you to hit the ground running. Our QuickStart onboarding is ideal for smaller firms ready to plug in and start modernizing their financials and workflows right away.

  • Account management
  • Option to add data migration
  • App setup and coaching session
  • Invoicing session
  • Access to online user training

Straightforward Data Transfer

LeanLaw can help you migrate data as part of our onboarding services, ensuring key information moves seamlessly from your prior software to your new LeanLaw account. We can help with:

  • Client / matter import
  • WIP data import
  • LeanLaw app setup
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LeanLaw accounting Pros

Extra Help with a LeanLaw Accounting Pro

Whether you’re looking for a new accounting pro or just need an expert on a project basis to ease you into LeanLaw. 

LeanLaw Accounting Pros are QuickBooks Pro Advisors, Certified in LeanLaw, and are law firm accounting experts.

  • Facilitate migration from other invoicing tools: Clio, PC Law, Juris, TimeSlips and more — just ask.
  • Facilitate migration from QuickBooks Desktop to QuickBooks Online.
  • Establish best practices for your accounting and invoicing workflow.
  • Project-based training for your back office and law staff.
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- Tomas Campbell, Firm Administrator, Faehner Law

Utilizing QuickStart was a no-brainer for our firm. Tracey knew LeanLaw inside and out so she translated our time and billing processes to work with LeanLaw—she even suggested tweaks. Go live went off without a hitch, but more importantly to me, there weren’t any surprises running our first billing.

- Susan Dougherty, General Manager, Law Office of Dorene A. Kuffer

Our experience with LeanLaw was good: They were patient and available.  LeanLaw immediately made invoicing at our law practice much better.

- Alessandra Rushing, Forward Law Firm, Office Manager

The QuickStart Coaching Session accelerated our law firm’s onboarding and gave me a deeper understanding of how LeanLaw works directly with QuickBooks Online. I was able to reach out several times thereafter for more information on a variety of issues: The more training firms/individuals can take, the better.

- Lynda Artesani, LeanLaw Accounting Pro, Artesani Accounting

With QuickBooks Online and the right apps, you can save minimally 8 hours per week by automating the processes. Combine that with an app like LeanLaw and you have a winning combination!

- Todd Schroder Campbell-Hill Aviation Group, LLC

Leanlaw has been instrumental in the smooth transition to our remote capabilities. Our associates were quick to adopt LeanLaw’s simple to use time tracking and billing environment. Our client managers especially appreciate the ease of invoicing and Quickbooks integration.

Simplify the onboarding process

The honest truth: it takes time and focus. 

Also the truth: it’s more straightforward than you think.

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LeanLaw offers a guided, proven process. We’ll get you to solid ground with a tailor-made plan specific to your law firm.

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Coaching your staff on how to use LeanLaw. Data migration. QuickBooks Integration.

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LeanLaw Adoption

We’re not going anywhere. You can still ask questions. We’re always adding new features to improve the software.

Don’t let fear prevent you
from ditching inefficient software.

Think of LeanLaw as a financial operating platform: 

  • Monitor productivity
  • Get insights into law firm operations, productivity and attorney compensation
  • When the entire firm is integrated into easy-to-use software, automation and efficiency increases.

LeanLaw has several ways to get you there.

Ready to get started with LeanLaw?

LeanLaw frequently asked questions

Feel free to contact us along your LeanLaw journey. But here are some FAQ to get you started.

Tell me about LeanLaw’s premium onboarding process.

The onboarding process involves several essential steps, including data migration, software setup, user entry, data validation, training, and the establishment of trust and accounts receivable balances — this means payments! We have experts to guide you. It’s not as difficult as you think: it’s not a walk in the park, but truly, we can help you get this done.

What steps are involved in LeanLaw’s onboarding process?

The steps involved in LeanLaw’s onboarding process may vary based on the needs of each customer, but typically include account setup, data import, customization, training, and testing. Clear and direct communication between the onboarding team and your firm’s team is crucial for successful onboarding. The steps include:

  • Kick-off meeting — timeline developed, tasks assigned, expectations established
  • Data Migration – templates provided, LeanLaw reviews, adjustments made
  • Trainings – Operator training, timekeeper training, invoice training, payment training

How long does LeanLaw’s onboarding process typically take?

The duration of LeanLaw’s onboarding process may depend on the complexity of the customer’s needs and the amount of data to be imported. There is also follow up after the initial onboarding.

If your firm is already using QuickBooks Online, you can onboard in less than 30 days if not faster, depending on data migration and the firm’s needs. 

If you need QuickBooks Online to be established, budget 30-60 days, to be conservative, but it could be done faster — LeanLaw can move as fast as the firm. 

Your firm will be fully institutionalized after 3 billing cycles — within 90 days.

Who will be my point of contact during the onboarding process?

Each customer will be assigned a dedicated onboarding specialist who will guide them through the entire onboarding process and serve as their point of contact for any questions or issues.

Will there be any training or demos during the onboarding process?

Yes, LeanLaw provides customized training and demos during the onboarding process to ensure that each customer is equipped with the knowledge and skills they need to use the platform effectively. Onboarding includes operator, timekeeper, invoice and payments training. 

How does LeanLaw ensure the security of my data during onboarding?

LeanLaw takes data security seriously and has implemented various measures to ensure the confidentiality, integrity, and availability of customer data. These include secure encryption, access controls, and regular data backups. Check out LeanLaw’s Privacy Policy here.

Can I customize my onboarding experience based on my firm’s specific needs?

Yes, customers can customize their onboarding experience based on their specific needs and preferences. They can work with their onboarding specialist to create a tailored plan that suits their requirements.

What happens after the onboarding process is complete?

After the onboarding process is complete, customers can start using LeanLaw to manage their firm’s billing, timekeeping, payment, and accounting processes. They will also have access to ongoing support and training resources to ensure continued success. Institutionalization of LeanLaw is considered complete after three billing cycles.

Who do I contact if I have any questions or issues during the onboarding process?

LeanLaw clients can contact their dedicated onboarding specialist for any questions or issues during the onboarding process. They can also reach out to LeanLaw’s support team for assistance.

What kind of ongoing support is available after onboarding?

LeanLaw offers ongoing support via email and live chat to assist with any questions or issues you may encounter while using our software. We offer additional resources through our Knowledge Base, to help you make the most of LeanLaw.

How do I view the trust balance in LeanLaw?

In LeanLaw, navigate to “Billing” and then on the left choose “trust accounting”. From there you can see the bank register balance, total liability and sum of each client’s portion. You can click on any individual name to see the trust ledger and all of the activity that is on their QBO liability register.

While QBO and LeanLaw are going, we are still billing out of our current system, so I would need to put it there also, correct?

Yes, you will need to continue using your current system until you cutover to LeanLaw.

What are the steps for getting new clients added between data export and cutover?

New clients can be added in both *current system* and LeanLaw during this period. This allows users to get familiar with LeanLaw while still using *current system*.

What potential issues may come up with the QB Desktop to QB Online migration?

It’s common for the chart of accounts and other data to be in non-ideal places after migration. Don’t stress too much. The priority is getting the data over so LeanLaw can connect. Adjustments and any clean up can be done even after you cutover. It does not have to be perfect prior to cutover.

What cleanup is needed before final data import into LeanLaw?

The exported data should be reviewed to make client names consistent, merge duplicate clients, and match client names to QuickBooks if the clients are already in QBO. The names on your import sheet must be exactly how they are listed in QBO. This avoids issues syncing the data.

What expenses should be recorded in LeanLaw vs QuickBooks?

Hard costs like court fees, medical records, etc. that are paid out of pocket should be recorded in QuickBooks as expenses, checks, or bills. Soft costs like postage, copies, mileage that don’t have specific payments made can be recorded in LeanLaw as expenses. The key is to not record hard costs paid in LeanLaw, as that would incorrectly show them as income.

How do I view all my time entries?

The main time entry page shows all your entries and allows sorting and filtering by client, status, date range, etc.

How to I override client contact info?

At the matter level, you can override the main client address and email so each matter’s invoices use matter-specific contact info.

How do I create fixed fees?

Go to the matter and select Fixed Fees, or use the + button. Enter the amount, date, description, attorney, and create the fee. Fixed fees get captured into the Ready to Bill area.