See invoices paid 70% faster with LeanLaw’s streamlined accounting workflows. Boost collections and increase your cash flow. LeanLaw is the alternative to law practice management software.
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CASE STUDY FOR LEGAL BILLING SOFTWARE:
Law firm solves IOLTA, ditches MyCase, and gains LeanLaw and an Accounting Pro
The Challenge
Lisa Keele was tasked with replacing the law firm bookkeeper who had recommended MyCase to the law firm six months prior. MyCase served them well in some aspects, but not for accounting.
“The retainers were even more messed up than before. The financial workflow of the law firm was left very neglected.” Lisa was in a jam.
The idea of switching from practice management software to best in breed legal billing software was not on her radar. IOLTA trust accounting needed to be stabilized. Lisa needed a law firm accounting expert.
The Solution
Thanks to an online search, Rust Law found Geoff Burns, a LeanLaw Accounting Pro. Geoff is QuickBooks ProAdvisor, an expert in LeanLaw software (a premier app for QuickBooks) and a bookkeeper who specializes in legal accounting. The prerequisite to working with him was moving to LeanLaw.
Geoff and LeanLaw keep Rust Law in compliance with ABA rules. Peace of mind with regard to the accuracy of the retainers is a big value for Lisa. Since LeanLaw is matter-based, the retainers are much easier to parse. The clients receive invoices with their trust balance in the memo field.
There are no accounting surprises – for the law firm or their clients. An added bonus: 100% reduction in office space, health care and employment tax from outsourcing to Geoff.
“Since I’ve been using LeanLaw, I see the difference: easy access to and accuracy of the retainers. On every invoice we show the retainer balance to the client. LeanLaw is very user-friendly.”
LISA KEELE, LAW FIRM ADMINISTRATOR
Benefits of LeanLaw
- LeanLaw’s custom fields puts the retainer balance on client invoices
- Matter-based retainers streamline accounting
- Mobile app for timekeeping for attorneys on the go
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
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Law Firm Accounting Professionals Weigh In