Considering the Switch to LeanLaw: Processes and Questions

Jul 8, 2019 | Uncategorized

At LeanLaw, we like to get our clients thinking about their workflows, reporting and how they use their software. We want them to consider how to optimize LeanLaw so that they can save time, money and hassle.

If you’re considering switching to LeanLaw, here are some questions you can ask yourself or your law firm office manager:

1. What tools are you currently using?

Is it a practice management tool or a standalone invoicing tool?

If you’re using a PM tool, do you use it for more than invoicing? Where do you excel when using the software and where is it problematic? If you’re using a practice management tool mostly for invoicing, you are paying too much for software.

2. What is the lifecycle of an invoice?

Do you have some sort of workflow that includes: time tracking, invoicing review, expense reimbursement, invoice production, client payment and finally reporting?

What we’re getting at: who touches what, where and when in the timekeeping and invoicing workflow? Your answer to this question will offer you a glimpse of where there is inefficiency.

3. How do you calculate compensation for the partner(s)?

What is the process to generate those reports? …read more


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