As part of the launch for our new LeanLaw Payments workflow we're releasing this guide to help you get started on your own. Think of it as a model kit for a credit card scanner!
By the way, if you'd like a more in-depth look at how Payments can improve your firm, register out the ongoing webinar series from our COO, Gary Allen, or checking out a recording:
1. Sign up for Gravity Legal using LeanLaw
The first major step in getting started with LeanLaw Payments is to set up an account with our partner, Gravity Legal. We've leveraged their payment processing infrastructure to build this feature set, so you'll need to follow these steps to complete the 3-way integration between LeanLaw, Gravity Legal, and QuickBooks Online.
2. Complete the payment application
As part of the Payments solution you'll actually be collecting payments/trust from clients, so completing the payment application is a must. Think of it as setting up a new bank account: we're going to be handling money, and there are significant regulations involved in doing so.
This application can appear quite involved and personal, but that's largely because of the compliance with federal anti-money laundering and know-your-customer regulations. This translates to confidence when transacting with LeanLaw + Gravity Legal, but if you'd like to learn more check out Gravity Legal's article below:
If you have any questions or need assistance with the application please contact the Gravity Legal team at email@example.com.
3. Set up email preferences
LeanLaw offers two ways to email invoices to your clients. By default, your invoices will be emailed through QuickBooks Online's emailing service. However, you can instead use LeanLaw's email service, allowing you to customize your email's appearance for a more professional, branded look, automate details like an account summary, an email text body, and your firm's logo, and sets you up to quickly receive electronic payments from your clients.
4. Sending invoices and getting paid
Now for the easy part: create and email invoices like you normally would! Invoices you email from the LeanLaw application will now use LeanLaw's email service instead of QuickBooks Online. This means all of the invoices that you deliver via email in LeanLaw will automatically include a payment link, allowing your client to review and pay in just a few clicks!
This process can get confusing, but we're here to help! If you run into any issues please reach out to our wonderful Support team using the in-app chat or emailing firstname.lastname@example.org