Case Study: Billing coordinator dumps Harvest for LeanLaw, saves 30 hours / month with real-time, continuous QBO sync

CASE STUDY FOR LEGAL BILLING SOFTWARE:
Billing coordinator dumps Harvest for LeanLaw, saves 30 hours / month with real-time, continuous QBO sync

The Challenge

Zahn Law Group started out as a small firm using Harvest software. With Harvest, attorneys weren’t able to report the origination and since the sync wasn’t continuous with QuickBooks, they had to constantly double check their numbers. Amanda, the billing coordinator, was stressed.

Attorney compensation was its own hassle: connecting an attorney’s time to a specific client matter was not dependable — timekeeping inefficiencies and lack of visibility to real-time data were the culprits. They needed to switch in order to grow the firm.

The Solution

LeanLaw’s anywhere / on any device timekeeping makes it so Amanda no longer has to chase down each attorney to collect time. Thanks to LeanLaw’s 2-way continuous sync with QuickBooks Online, all numbers are accurate in real time.

Attorneys get paid three times faster now that Amanda can trust her numbers: Origination is clear, time entries have vastly improved, and real-time data eases the stress of making timely and accurate payments to the attorneys.

“LeanLaw saves a lot of time and anxiety for both the administrative and the attorneys because we get accurate numbers and avoid mistakes.”

AMANDA COUGHLAN, BILLING COORDINATOR, ZAHN LAW GROUP

Benefits of LeanLaw

  • Mobile app let’s attorneys record time on the go
  • Access reports at the click of a button in real-time
  • 100% accuracy thanks to continuous 2-way sync with QBO

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.