Case Study: $60K Savings for Law Firm by implementing LeanLaw tech stack

$60K Savings for Law Firm by implementing LeanLaw tech stack

The Challenge

Attorney Jay Friedman did not want to abandon QuickBooks, Outlook, and Word to use an all encompassing legal practice management software for his law practice. He wanted to stay with software that he knew and valued. He did not want bloated software or practice management tools that he knew he wouldn’t use.

Still, Jay wanted all the functionality of a practice management software. He needed to figure out how his financial workflows and document/ case management software would integrate. He wanted the anti-practice management software. Could everything be stitched together?

The Solution

  • LeanLaw’s open API deeply integrates with Epona AND QuickBooks
  • LeanLaw’s automation lowers overhead
  • Use all of the software – no extra bloated features

Jay’s law firm chose Lean Law as a way to customize QuickBooks Online. Lean Law’s deep integration with QBO means that all data is accurate and syncs in real time. LeanLaw’s open API also brought them to Epona for document management.

Because of LeanLaw’s integration with both Epona and QuickBooks, there is a seamless connection between the financial world and the document world of the law firm — document management is streamlined, connected to billing and all matter-related. Jay can onboard a client in 9 minutes and because of this automation, the secretarial function is gone.

“Everything flows seamlessly: the work product, our file establishment, invoicing, and getting paid. I don’t waste time. I went from clumsy to efficient.


Benefits of LeanLaw

  • LeanLaw timekeeper productivity report shows data in real-time
  • Adjustments / Write Down Feature tracks the difference between hours tracked and hours billed
  • LeanLaw provides a clear productivity metric and therefore, a path to fix productivity issues

Read More

Case Study: 90% decrease in hours spend on invoice production
Case Study: This firm saved 15 hours per month on Compensation Tracking
Case Study: Burkhalter accelerated cash flow by 300% with LeanLaw

Categories to think about:


Accounts Payable

Client / Matter

General Ledger


Band Reconciliation


Conflict Checks



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.