How onboarding works at LeanLaw
Create a clear path to secure data migration, training and custom setup.
Create a clear path to secure data migration, training and custom setup.
Simplify your onboarding process in 3 straightforward steps.
Hit the ground running with our quick and easy setup process and workflows.
Achieve comprehensive automation when every user in the firm is knowledgeable on the platform.
A LeanLaw accounting pro can offer your firm training so you get the most out of LeanLaw.
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:
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.
Engage a LeanLaw Accounting Pro when you’re ready so your firm can become well-versed in QuickBooks Online and all the uses it has for your firm.
Our onboarding process teaches you how to leverage LeanLaw to better run your firm, organize your cases and collaborate with clients — all from one legal financial operating platform. Upon completion of the onboarding process you’ll discover how to increase firm-wide efficiency by integrating LeanLaw into your daily operations and existing workflows.