Case Study: Law firm administrator modernizes invoicing, accelerates cash flow 300%
Alicia Wood, Controller and Firm Administrator for Burkhalter Law in Atlanta, Georgia, sought a modern billing solution to automate their workflow and boost cash flow, moving away from the unpopular legacy software, Tabs3.
They aimed to find a cloud-based alternative that could streamline timekeeping, invoicing, and provide valuable operational insights.
– ALICIA WOOD
“The hours we save across the board are significant because previously we’d have connectivity issues or several people out of the office. They wouldn’t be able to enter their time.”
“We would spend time following up with everyone, making sure their time was entered, printing out all the invoices, allocating those to each attorney, getting them back.
Then we would also have to enter that into QuickBooks online, and then we would also have to send out customized emails to the client or writing their invoices.”
300% Increase in Cash Flow
20 Hours Less Work Each Month in Financial Workflow
Saved 15K/year with LeanLaw’s automated workflows
Connection to LeanLaw Developers for custom features
LeanLaw provided the answer, offering a 300% increase in cash flow and reducing 20 hours of monthly financial workflow hours. This change also led to greater efficiency, enabling attorneys and staff to create, review, and approve invoices remotely. It allowed the firm to foster a culture of timely time entry and billing approval, resulting in faster client payments and improved cash flow.
Alicia attested to the significant benefits of LeanLaw, including deep integration with QuickBooks Online, customized workflows, easy access to distribution reports, a real-time two-way sync, and automated payment processing. Ultimately, LeanLaw reduced the time spent on invoicing dramatically and brought substantial efficiency to the firm’s operations.
“We’ve used LeanLaw for a year and a half and we’re able to invoice our clients within two to three days, versus 10 or 12, quickly and electronically, and they pay us faster, which increases our cash flow.
Rather than shuffling hundreds of sheets of paper, LeanLaw has allowed me to redirect my attention to working on the business.
There was a lot of duplication happening, previously with our billing and I feel like that has been entirely eliminated.”
– ALICIA WOOD, FIRM ADMINISTRATOR, BURKHALTER LAW
Benefits of LeanLaw
- Deep Integration with QBO Means there is only One Set of Data
- LeanLaw Customizes Workflows for the Law Firm
- Each Lawyer has access to a distribution report in just a few clicks
LeanLaw and QuickBooksOnline have a real-time 2 way sync – the best in the industry!
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Law Firm Accounting Professionals Weigh In
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.