How onboarding works at LeanLaw
LeanLaw will guide you through the process, no matter which software you’re switching from. We’ve been there.
LeanLaw will guide you through the process, no matter which software you’re switching from. We’ve been there.
Complimentary for firms with 1-4 users
QuickStart onboarding is ideal for smaller firms ready to plug in and start modernizing their financials and workflows right away.
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.
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:
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.
The honest truth: it takes time and focus.
Also the truth: it’s more straightforward than you think.
LeanLaw offers a guided, proven process. We’ll get you to solid ground with a tailor-made plan specific to your law firm.
Coaching your staff on how to use LeanLaw. Data migration. QuickBooks Integration.
We’re not going anywhere. You can still ask questions. We’re always adding new features to improve the software.
Think of LeanLaw as a financial operating platform:
LeanLaw has several ways to get you there.
Feel free to contact us along your LeanLaw journey. But here are some FAQ to get you started.
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.
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:
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.
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.
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.
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.
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.
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.
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.