Law Track at QuickBooks Connect

Niching into Law. Talk to the experts.

November 6, 2019

  • 10:30am LeanLaw CEO Gary Allen: Everything You Always Wanted to Know about Law Firm Clients But Were Afraid to Ask

    Small law firms are a great niche for ProAdvisors. Law firms are stable and make good money, but law firm accounting is complicated, and law firms have their own language. This introductory class covers the basics of the industry - its size, characteristics, practice areas and demographics. You will also learn what accounting services different legal segments need, where their pain points are, and how to talk to them about your services. A complete foundation for starting in the legal niche. (placeholder for “find out more about Gary” -- connect to Q&A blog)

  • 1pm LeanLaw Accounting Pro Caren Schwartz Working with QuickBooks Online and Law Firms

    Small and medium size legal firms are growing in number. QuickBooks Online works for law firms but it is important to understand the limitations for law firms and how to adapt to their particular needs. Knowing what questions to ask, when to use outside apps and how to choose and integrate those apps can help legal firms to grow and thrive and use QuickBooks Online most effectively. Consultants can help clients steer clear of hurdles and make the pieces fit together for a happy QuickBooks Online firm.

  • 2:30pm LeanLaw Accounting Pro Brandy Derrick Advanced Legal Firm Issues - Handling Trust Accounts and Other Complex Reporting Situations

    Depending on the size and type of law firm you are working with, they have special reporting needs. Learn how to customize reports in QuickBooks Online, what other tools you might need, and best practices for how to handle situations for different types of law firms. Take an in-depth look at trust ledger reports, expense reports, WIP, and compensation reports. Learn what attorneys need, depending on the type of law they practice and their size, and how to easily get them the information they need.

  • 4pm LeanLaw Chief Service Officer Jonathon Fishman and LeanLaw Accounting Pros Lynda Artesani, Brandy Derrick and Caren Schwartz Power Panel: How to Provide Advisory Services to Your Legal Firm Clients

    If you already have law clients, you want to evolve the relationship. To do that, you need to know the specifics of law firm workflows, who works there, metrics and compliance.

LeanLaw will be at booth D11

Schedule a live demo here.

Or you can watch a 9-minute video demo with Chief Service Officer, Jonathon Fishman.

LeanLaw loves lawyers… and accounting pros, too. LeanLaw is the top-rated invoicing tool for attorneys who use QuickBooks Online. LeanLaw Accounting Pros know that attorneys make the best clients – smart, organized and with the least amount of hand holding.

LeanLaw Accounting Pros:

Register a law firm before the end of the year and be eligible for up to $300 credit to pass along to your clients

I want more information!

Upcoming CPA Academy Webinar:

Legal Trust Accounting Made Easy: Demo and Case Study

Join Lynda Artesani & Jonathon Fishman as we go deep.

Whether you use QuickBooks Online or QuickBooks Online Advanced, trust accounting couldn’t be any easier with the addition of the top-rated legal app in the QuickBooks app store.

Resources Listed in Gary’s Breakout Session

“Everything You Always Wanted to KNow About Law Firm Clients…”

Click to Download PDF

How a Strategic Plan Unlocks the Secrets to Your Dream Firm

I have a goal. If Martin Luther King uttered those words throughout his iconic speech, it would have fallen flat. Goals are important. Most accounting professionals; however, start a firm without specific goals. Or, the business plan ended up gathering dust in the...

How to Win and Service Law Firm Clients

Three Reasons You Want Law Firm Clients

  • Attorneys are highly educated, professional, detail oriented clients.
  • Law firms must follow specific accounting rules set out by their Bar Associations – easily repeatable workflows once you’ve mastered your first law firm client.
  • Lawyers are a great referral source.

Find out more about our LeanLaw Accounting Pro Program Show this flyer to your law firm clients

About Us

Timekeeping / Billing / Reporting Software For Law Firms

Streamlined. Modern. Lean.

Most law firms don’t need bloated practice management tools. They need highly efficient billing workflows deeply connected to the #1 accounting tool: QuickBooks Online.

That’s what makes LeanLaw unique. We’ve re-imagined the legal billing workflow & built it the way it should be.

Gary Allen

Gary Allen

Gary was fed up with the technology available to attorneys. As a partner in one of Idaho’s largest law firms and after more than 30 years as a top land use and environmental attorney, Gary had a keen understanding of law firm workflows and a sense of the transformative potential of technology. Gary is passionate about helping the legal profession transform from a horse-and-buggy cottage industry into a lean, 21st century profession.

Fred Willerup

Fred Willerup

Fred loves building things. As a proponent of “continuous deployment”, Fred Willerup heads LeanLaw’s engineering team, getting new features to users as quickly as possible. Fred has done innovative work at HP Labs, as Investment Director at NorthCap Partners, and managed the API team at Healthwise.

Jonathan Fishman

Jonathan Fishman

For 25 years, Jonathon Fishman has participated at an executive level in five early stage efforts, with a knack for translating and interpreting market conditions into internal and external objectives. he has developed businesses around immature markets in the areas of tele-health, educational assessment, interactive television, video game and web developemnt and mobile technology.

Media Inquiries:

Phone: 888.882.3017

Email: fishman@myleanlaw.com or gary.allen@myleanlaw.com

QBConnect Q&A

We caught up with some of the QBCONNECT presenters and asked them about their presentations. We also asked them about their experience with the conference and got some helpful tips as well!

LeanLaw Arrives at QuickBooks Connect 2019, San Jose

LeanLaw Arrives at QuickBooks Connect 2019, San Jose

The LeanLaw team first came to QuickBooks Connect as total newbies in 2017. This past QuickBooks Connect in San Jose, 2019, we enjoyed a three-day whirlwind of seeing old friends, meeting new ones and forging partnerships. We have traveled so far in such a short...

Law Track at QuickBooks Connect

Law Track at QuickBooks Connect

On the first day of QuickBooks Connect, LeanLaw will participate in a “law track” - a series of breakout sessions devoted to accounting professionals who are interested in niching into law firm clients. LeanLaw is uniquely suited for this series not only because we...

QBConnect Q&A – Gary Allen

QBConnect Q&A – Gary Allen

Gary Allen brings over 30 years of experience as a top-ranked practicing attorney to his role as Founder and CEO of LeanLaw. Gary understands the struggles attorneys have with technology as only a line-level practitioner can. Years of waiting for better solutions...

QBConnect Q&A – Brandy Derrick

QBConnect Q&A – Brandy Derrick

Brandy Derrick started Legal Ease Bookkeeping so she could help attorneys the power to grow their firms by providing sound bookkeeping and financial planning. Brandy wants lawyers to spend more time practicing law and less time worrying about bookkeeping....

QBConnect Q&A – Caren Schwartz

QBConnect Q&A – Caren Schwartz

Caren Schwartz specializes in working with legal and other professional services firms. Ms. Schwartz is an Advanced Certified Professional Advisor for QuickBooks® and QuickBooks Online. Caren is the author of the book QuickBooks for Law Firms. Caren is a LeanLaw...

QBConnect Q&A – Lynda Artesani

QBConnect Q&A – Lynda Artesani

Lynda Artesani has over 20 years of bookkeeping experience and has been using QuickBooks since 1999. Working with law firms is where she shines! She is on the Intuit Advisory Council, a member of the Intuit Trainer Network and an Advanced Certified QuickBooks...

QB Connect Q&A – Jonathon Fishman

QB Connect Q&A – Jonathon Fishman

How many years have you gone to QuickBooks Connect?This will be my 3rd year. How long have you been working with QuickBooks Online?I was introduced to QuickBooks Online in 2014 in the early days of LeanLaw product development. I really began to understand it as a law...

Tips for a Successful #QBConnect

Tips for a Successful #QBConnect

This year, QuickBooks Connect in San Jose is from November 6-8. There are so many reasons to go: network with like-minded accounting professionals, step up your QuickBooks Online knowledge, learn how to expand your business, be in sunny California in November. We have...

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