LeanLaw - Legal Billing Software

08/13/2025

🏌️‍♂️ Buying new tech won’t fix a broken process—just like new golf clubs won’t make you a better golfer.

In this clip, Gary Allen & Colin Levy explain why midsize law firms should:
✅ Focus on people and processes first
✅ Make the most of existing tools
✅ THEN consider new technology

🎥 Watch the full insight: https://hubs.li/Q03zRY9D0

08/11/2025

💡 “Law firms know they need to modernize—but change is still hard.”

In this recent webinar, Gary Allen and Colin Levy break down why law firms resist technology, how the billable hour model can actually discourage efficiency, and the metrics that finally drive adoption.

08/07/2025

Managing law firm documents just got smarter.

Melissa Schaefers introduces LeanLaw’s NetDocuments integration, making it easy to:

🔹 Auto-create client and matter folders in NetDocuments from LeanLaw
🔹 Keep all documents organized by client, matter, or practice area
🔹 Always access the most up-to-date version for smooth collaboration

From templates to version control, LeanLaw + NetDocs keeps your firm organized and efficient.

08/05/2025

📊👀 Real-Time Trust Accounting Visibility in LeanLaw

One of the best features of LeanLaw’s trust accounting is full transparency.

Tracie Cook shows how you can:

🔹 See your register balance and confirm it matches total trust liabilities
🔹 View each client’s trust ledger in a simple, consolidated view
🔹 Manage funds in LeanLaw while all accounting data lives in QuickBooks Online

Stay compliant, stay organized, and always know exactly where client funds stand.

08/01/2025

Trust accounting doesn’t have to be stressful! In this clip from our Quarterly Pro Program Roundtable, Tracie Cook shows how to:

✨ Create a trust account vendor for compliance
💳 Record trust payments seamlessly in QuickBooks Online
📊 Manage undeposited funds for clean, accurate bank reconciliation

Whether you’re cutting checks or doing online transfers, LeanLaw keeps your trust accounting simple, accurate, and compliant.

07/30/2025

Switching between law firm clients has never been easier! In this clip from our Quarterly Pro Program Roundtable, Tracie Cook walks accountants through setting up a new LeanLaw account for a law firm client:

✅ Use your accountant email to access all firms from one login
✅ Quickly toggle between client accounts
✅ Set up new firms and add users in just a few clicks

If you support multiple law firms, LeanLaw makes it simple to manage them all in one place.

07/28/2025

Sonja Weber from Pepple & Waggoner Law Firm shares how their new billing solution transformed their practice: "The previous program we had took two weeks to run billing... Now we're done in four hours. Miraculously, we can get it all done in under four hours."

Nearly one year in, and the results speak for themselves: 2 weeks → 4 hours ⏰

What would you do with that time back?

07/21/2025

While other industries rapidly adopted digital transformation, legal has clung to "the way we've always done things." But the opportunity to improve rote processes is massive.

Think about how much time gets wasted on repetitive tasks - document drafting, data analysis, legal research, client intake processing. These are perfect candidates for AI automation, as Jared Correia explains.

07/16/2025

Jared Correia dropped some gold in this recent webinar about branded search strategies most law firms completely overlook.

Most firms aren't focusing on branded search, especially searches for individual attorney names. You can actually throw advertising dollars behind those searches to expand your reach even further.

If you're a smaller firm, ditch the generic name approach. Instead of "Smith & Associates," try "Smith Injury Law." Why? Because legal consumers don't automatically connect random names to what you actually do.

As Jared puts it: "Create a brand name that says something about what your practice does." When someone sees "Injury Law" in your firm name, they instantly know you handle personal injury cases.

Sometimes the best marketing strategy is just making it crystal clear how you can help people.

07/11/2025

🔍 Texas Attorneys: Are You Confident in Your Trust Accounting Practices?

Mishandling client trust funds is a leading cause of disciplinary actions in Texas. LeanLaw's latest guide offers essential insights into Texas-specific rules, common pitfalls, and best practices to ensure compliance and financial health.

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Managing client trust accounts isn’t just an administrative headache – it’s an ethical lifeline for your law firm. In Texas, proper trust accounting can make or break your practice.

07/10/2025

Gary Allen and Jared Correia shared some powerful insights in their recent webinar about where law firms should actually start with automation.

The most successful firms don't jump straight to the latest AI tools. Instead, they begin by mapping out detailed processes for everything they do - case workflows, intake procedures, and administrative tasks. Once you have that granular understanding of your workflows, you can identify which parts are routine tasks that technology could handle.

Whether you're building workflows from scratch or analyzing existing ones, ask yourself: "What routine work could technology handle so my people can do what they do best?"

The firms winning with automation aren't necessarily the ones with the fanciest tech - they're the ones with the clearest processes.

07/09/2025

😰 California attorneys, ever wake up in a cold sweat thinking about your trust accounting?

You're not alone. With 12% of State Bar complaints tied to trust fund issues, California attorneys are right to be nervous. But here's the thing – it doesn't have to be this scary.

We just dropped a comprehensive guide that actually makes sense of California's maze of trust accounting rules. No legal jargon, no boring theory – just practical advice that works for real firms dealing with real deadlines.

The big stuff we cover:
- Why CTAPP compliance isn't optional (seriously, 1,600+ attorneys got suspended for ignoring it)
- How to set up foolproof systems that prevent costly mistakes
- Tech solutions that actually save time instead of creating more work

Trust me, your future self will thank you for getting this sorted now rather than during a Bar audit.
Check it out →

Have you ever felt overwhelmed by the intricate rules of client trust accounting in California?