Case Study: 30% Savings on Software Law Firm Dumps Thomson Reuters, Creates Tech Stack

CASE STUDY FOR LEGAL BILLING SOFTWARE:
30% Savings on Software Law Firm Dumps Thomson Reuters, Creates Tech Stack

The Challenge

Attorney Jennifer Williams made the switch from Big Law to open her own law firm, Summa LLC, with the idea that everything would be intentional – from the cases they take to the way the lawyers work.

In Big Law, she used Thomson Reuters practice management software, but found that she didn’t use most of the features. Jenn wanted software without all the bells and whistles that they weren’t going to use.

She needed legal billing, document management, timekeeping, calendaring, and communication. She knew she didn’t want practice management software.

The Solution

Jenn stitched together a tech stack to mimic practice management software without the bulk of all of the features that would go to waste:  QuickBooks and Lean Law for the accounting and financial workflow, Dropbox for document management, and Google Workspace for email and calendaring. That’s it!

The price point was 30% lower and the results more nimble. Jennifer has even worked with Leanlaw developers to tweak a feature that they needed to accommodate their specific approach to a workflow.

“The price point was better with LeanLaw. It felt more nimble and more matching with our ethos: don’t pay for stuff that you don’t need. That’s what we try to tell our clients, too.”

JENNIFER WILLIAMS, SUMMA LLC

Benefits of LeanLaw

  • No waste! Use ALL the software: timekeeping, billing, reporting
  • 30% Savings Per User on law firm software
  • LeanLaw Developers work with clients to improve features

Read More

Case Study: Law Firm Billing Workflow Slashed from One Week to Two Hours

Learn More: LeanLaw Accounting Pros or Find an Accounting Pro

Due Diligence: Must Haves vs. Nice To Haves

Categories to think about:

Timekeeping

Accounts Payable

Client / Matter

General Ledger

Reporting

Band Reconciliation

Billing

Conflict Checks

Receivables

IT

Trust and Retainer

Law Firm Accounting Professionals Weigh In

Caren Schwartz
35-45 Consulting-Global

Changing software is not something your law firm does lightly, nor do you want to do it often. It’s important to do your homework and understand your firm’s needs, analyze your choices, and put together a plan, including project management. That’s the best way to get to a new solution that helps your firm move forward.

Lynda Artesani & Sarah Prevost
The Proper Trust

In our experience after numerous law firm software migrations, the key to success in purchasing new financial software is to understand what critical features are MOST important to your business. Understand how it fits with your current (and future) staff and how your current best practices will work within these new tools. Picking a tool and a partner to help you migrate is essential to the success of this journey.