Connect the Work to the Cash
Estate Planning Billing Software That Protects Trust & Saves Time
Wills, trusts, and estates work demands IOLTA compliance, flexible fee structures, and financial precision across decades-long client relationships. LeanLaw simplifies your trust accounting, automates your billing workflows, and gives your firm real-time financial insights — so your team spends less time on bookkeeping and more time planning for families.
20 hrs
Saved weekly in bookkeeping overhead
75%
Increase in billable hours per attorney
15 hrs
Decrease in invoice creation and tracking time
0 hrs
Spent syncing LeanLaw with your tech stack
Trusted by estate planning firms across the country
"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."
Alicia Wood, Firm Administrator
Burkhalter Law
The Hidden Challenges Draining Estate Planning Firms
You are not just drafting documents — you are safeguarding legacies, navigating compliance, and managing complex financial relationships that span generations. The billing infrastructure at most firms cannot keep up.
IOLTA Compliance at Every Turn
Managing client trust funds for retainers, probate estates, and settlement proceeds demands pinpoint accuracy. A single misstep can trigger bar discipline or damage multi-generational client relationships.
Fee Flexibility Across Matter Types
Estate planning engagements run the gamut — flat-fee simple wills, hourly complex trust drafting, retainer-based estate administration. Tracking profitability across billing models without good software is a spreadsheet nightmare.
Long-Horizon Client Relationships
Wills and trust clients often return across decades — updating plans, adding beneficiaries, handling probate. Maintaining clean financial histories and rebuilding trust for returning families takes infrastructure most firms lack.
Time Buried in Bookkeeping
Reconciling trust ledgers, syncing QuickBooks, chasing invoice approvals — bookkeeping overhead for estate firms runs 20+ hours a week. That is time attorneys could spend drafting plans and advising families.
Simplify Trusts and Streamline Billing for Your Estate Planning Firm
LeanLaw connects the work your attorneys do to the cash your firm can count on — with IOLTA-compliant trust accounting, flexible billing for every matter type, and a QuickBooks integration that eliminates double entry entirely.
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Compliant Trust Accounting
IOLTA-compliant trust ledgers with automatic client ledger updates, three-way reconciliation, and detailed reports — ready for a bar audit at any moment.
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Streamlined Billing Workflows
Automate time tracking, apply customizable billing rules, send invoices electronically, and collect payments online — cutting invoice turnaround from days to hours.
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Powerful Financial Insights
Real-time profitability by client, matter, and attorney. Understand realization rates, flat-fee margins, and accounts receivable without building a single spreadsheet.
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Zero-Hour Tech Stack Sync
LeanLaw syncs with QuickBooks Online automatically. Your bookkeeper stops re-keying data and starts spending time on higher-value work.
How LeanLaw Powers Your Estate Planning Practice
Compliant Trust Accounting
IOLTA-compliant trust accounting with automatic ledger updates and detailed reconciliation reports. Stay audit-ready, protect client funds, and maintain the bar compliance your estate practice demands.
Streamlined Billing Workflows
Automated time and expense tracking, customizable billing rules for pre-bills and write-downs, online payment processing, and invoices delivered in one click — 15 hours saved per invoice cycle.
Powerful Financial Insights
Real-time reporting on revenue, accounts receivable, and productivity. Profitability analysis by client, matter, and attorney — so you know which estate plan packages to keep, reprice, or drop.
Key Features Designed for Wills, Trusts & Estates
IOLTA-Compliant Trust Accounting
Automatic client ledger updates tied to every trust transaction, plus detailed reconciliation reports and three-way reconciliation to keep your trust accounts audit-ready at all times.
Flat-Fee & Hourly Billing in One System
Bill simple wills and document packages at a fixed price, hourly for complex trust drafting, or blended for estate administration — all inside one workflow with effective-rate reporting to protect margins.
Retainer & Deposit Management
Track retainer balances per client matter, automatically apply trust disbursements to open invoices, and get low-balance alerts before accounts run dry — critical for ongoing estate administration engagements.
Real-Time Financial Insights
Profitability analysis by client, matter, and attorney. See which estate plan packages are making you money, track realization rates, and understand accounts receivable in real time.
Online Payments & E-Invoicing
Send invoices electronically and collect via credit card or ACH. Clients get a professional, easy experience; you get paid faster — Burkhalter Law cut invoice turnaround from 10-12 days to 2-3.
Deep QuickBooks Online Integration
The only legal billing software with a certified, deep QBO integration. Invoices, trust transactions, payments, and revenue sync automatically — zero duplicate data entry for your bookkeeper.
Real Impact, Real Law Firms
Attorneys and administrators at estate planning firms across the country rely on LeanLaw to protect their trust accounts, streamline billing, and grow their practices.
"We finally know which flat fees are making us money and which ones are killing us. The effective hourly rate report was a game-changer for our pricing strategy."
Karyn Anderson
Total Sum Accounting
"The revenue allocation feature alone saves us 5+ hours every month. No more spreadsheets to figure out who gets paid what on flat-fee matters."
Jennifer Wells
Beard St. Clair Gaffney Law
"Tracking payments to specific matters was a nightmare before LeanLaw. Now everything syncs to QuickBooks automatically. We see invoices paid 70% faster."
Amanda Coughlan, Billing Coordinator
Zahn Law Group
LeanLaw: Tailored Benefits for Your Role
Whether you draft the documents, manage the books, or run the firm, LeanLaw gives every person on your estate planning team what they need to work with confidence.
Estate Planning Attorneys
Track your time across flat-fee packages, hourly administration work, and retainer-based matters without switching systems. Real-time WIP visibility means you always know where a matter stands before a client call. Generate clear, detailed invoices that communicate value and minimize billing disputes — especially important for multi-generational relationships where trust is everything.
Firm Administrators & Bookkeepers
Reclaim up to 20 hours a week. LeanLaw handles trust ledger updates automatically, reconciles with QuickBooks Online in real time, and eliminates duplicate data entry entirely. Run three-way reconciliation in minutes, produce trust account statements on demand, and stay audit-ready without scrambling. The result: Burkhalter Law saved $15,000 annually in overhead.
Managing Partners
Get the financial visibility to run your estate practice like a business. Analyze profitability by matter type — are your flat-fee trust packages underpriced? Is estate administration recovering enough overhead? LeanLaw gives you effective hourly rate reports, revenue allocation tools, and performance dashboards so you can price confidently and grow the practice.
Adherence to Professional Compliance and Standards
Estate planning demands more from your billing software than most practice areas. LeanLaw is purpose-built to meet those demands — not retrofitted from generic accounting tools.
Purpose-Built Trust Accounting
IOLTA compliance is baked in — not bolted on. Automatic ledger updates, three-way reconciliation, and bar-ready audit trails are built for the way estate firms actually work.
Unmatched QuickBooks Online Integration
The only legal billing software with a deep, certified QuickBooks Online integration. Your chart of accounts, trust transactions, and revenue data stay in sync with zero manual effort.
Flat-Fee Profitability Visibility
Estate planning firms live and die on package pricing. LeanLaw shows you the effective hourly rate on every flat-fee matter so you stop guessing which packages are actually profitable.
Affordable & Transparent Pricing
All features included in straightforward, per-timekeeper pricing. No surprise add-ons for trust accounting, no extra tier for reporting — everything your estate practice needs, one clear cost.
QuickBooks Online Premium App Partner
The only legal billing software with a deep, certified QuickBooks Online integration — built for how estate firms actually work.
Have Questions? We Have Answers.
How does LeanLaw handle IOLTA trust accounting for estate planning firms?
LeanLaw provides built-in IOLTA compliance with automatic client ledger updates tied to every trust transaction. Three-way reconciliation with QuickBooks Online ensures your trust accounts match your bank statements and your QBO ledger at all times. You can generate detailed trust account reports for bar audits, track multiple client trust balances simultaneously, and receive alerts when any balance runs low. Estate administration retainers and probate deposits are handled in the same system as your operating accounts.
Can LeanLaw support both flat-fee estate plan packages and hourly billing?
Yes. LeanLaw is built for firms that use multiple fee structures across different matter types. Bill simple wills and healthcare directive packages at a fixed price, hourly for complex irrevocable trust drafting or contested probate, and retainer-based for ongoing estate administration — all inside one system. The effective hourly rate report shows you exactly how profitable each flat-fee matter was, so you can price future packages with confidence.
How does LeanLaw help with multi-generational client relationships?
Estate planning clients often return across decades — updating plans, adding beneficiaries, handling probate for aging parents. LeanLaw keeps clean financial histories per client and matter, making it easy to pull up a complete picture of every invoice, payment, and trust transaction when a client returns years later. Professional e-invoicing and online payments also reinforce the firm's credibility with clients who expect a modern experience.
How much time can we realistically save on bookkeeping?
LeanLaw clients routinely report saving 15-20 hours per week in bookkeeping and invoicing overhead. The QuickBooks Online integration eliminates duplicate data entry entirely — invoices, payments, and trust transactions sync automatically. Burkhalter Law, for example, saved $15,000 annually in overhead and cut invoice turnaround from 10-12 days to 2-3. Firms also report a 75% increase in billable hours captured per attorney once time tracking is automated.
Will LeanLaw integrate with our existing QuickBooks file?
Yes. LeanLaw is the only legal billing software with a deep, certified QuickBooks Online integration. Your existing chart of accounts, client list, and historical data remain intact. The integration provides real-time synchronization of invoices, payments, trust transactions, and financial reports — no re-keying, no month-end reconciliation headaches.
How difficult is it to switch from our current billing system?
Straightforward, with dedicated onboarding support and data migration assistance. Most firms are up and running in 2-3 weeks with minimal disruption to active matters. Our onboarding team understands estate practice workflows and can configure your trust account structure, billing rules, and QuickBooks integration from day one.
What compliance safeguards does LeanLaw provide?
LeanLaw is designed around bar compliance requirements for trust accounting. The system enforces separation of operating and trust funds, generates three-way reconciliation reports, maintains a complete audit trail of every trust transaction, and provides detailed client ledger statements. We also use bank-level encryption for your financial data.
How much does LeanLaw cost?
LeanLaw offers transparent, per-timekeeper pricing with no hidden fees and all features included — trust accounting, flat-fee billing, QuickBooks integration, and reporting are all in the same plan. Contact us for current pricing and any available annual discounts.
Still have questions? Our team includes former law firm administrators who understand estate planning workflows.
Talk to an Expert