How onboarding works at LeanLaw

Easy Data Transfer to LeanLaw

LeanLaw helps transition from your current software.

Basic Onboarding includes:

• Data Transfer
• LeanLaw Setup (client billing information, name, address, email, phone)
• QuickBooks Online integration (accounts receivable, trust balances, and general ledger setup)

LeanLaw Accounting Pros are available to assist with the transfer. If you’re in the market for a new accounting professional, be sure to check out our LAP directory.

Premium Onboarding

Premium onboarding includes all the features of the Basic Package plus:

• Data migration
• Client management
• Accounting migration
• Trust migration
• Dedicated user training session for your entire team

When your whole team gets dedicated training and guided architecture for your workflows, LeanLaw’s value goes through the roof because everyone understands not only how to be an expert user, but also how to maximize the benefits of automation.

Engage a LeanLaw Accounting Pro

All LeanLaw Accounting Pros are QuickBooks ProAdvisors and well versed in LeanLaw. These experts can:

• 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, for example: reporting, invoice presentation, visibility to accounts receivable, expense management.
• Introduce you to additional QuickBooks apps that will refine your workflow with regard to advanced reporting, document collection and management, AR tools, CRM and more.

Even if your firm can handle the accounting, an Accounting Pro can offer training so you know everything you need to know to get most of QuickBooks Online and LeanLaw.