How onboarding works at LeanLaw

Create a clear path to secure data migration, training and custom setup.

Better Onboarding With LeanLaw

Simplify the onboarding process

Simplify your onboarding process in 3 straightforward steps.

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Quickly power up the platform

Hit the ground running with our quick and easy setup process and workflows.

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Become an expert user

Achieve comprehensive automation when every user in the firm is knowledgeable on the platform.

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Gain access to accounting Pros

A LeanLaw accounting pro can offer your firm training so you get the most out of LeanLaw.

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– Dave, CSS

I love having the flexibility to work remotely while still being able to interact with an inspiring, motivated, supportive, growth minded and simply fun team!

How we make transitioning easy:

Simple 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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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

LeanLaw accounting Pros

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.

  • 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.
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LeanLaw enhances
your onboarding process.

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.

Ready to get started with LeanLaw?