Lean Align is a powerful set of features in LeanLaw designed to increase collection rates, boost firm profitability, and reduce Accounts Receivable (A/R). Ready to start getting paid faster?
Key Features of Lean Align:
Streamlined Collections: Simplifies the collections process, offering clients a convenient account summary and digital payment link.
Effortless Trust Account Management: Automates compliant trust deposits, even when multiple trust accounts are in use.
Brand Consistency: Enhances your brand by adding your logo and color palette to email communications and payment links.
This guide walks you through the initial steps to access these benefits by integrating Confido Legal with your LeanLaw and QuickBooks Online accounts.
Sign up for Confido Legal
Log in to LeanLaw and navigate to your firm settings by clicking the gear icon ⚙️ at the top right.
Scroll down to Integrations and select Confido Legal.
If you see a green graphic with all checkmarks, you’re ready to move to the next steps here.
For first-time users: Select "Sign up to Learn More."
If already signed up: Select "Login to Confido Legal."
Once connected, a confirmation message will appear in LeanLaw.
Note: The initial connection applies the first checkmark; remaining steps are required to fully enable QuickBooks Online and payment processing. If any errors occur, please contact support@gravity-legal.com.
Connect Confido Legal and QuickBooks Online (optional)
Note: To connect Confido Legal with QuickBooks Online, admin access in QuickBooks is required.
Log into Confido Legal, go to Settings on the left, and then Integrations at the top.
Click the blue New Integration button and select QuickBooks from the dropdown, then confirm.
Approve the integration prompt to complete the process.
Best Practices for Integration Settings
In LeanLaw’s settings, we recommend keeping most QuickBooks integration settings "off," except for syncing QuickBooks customers with Confido Legal clients.
LeanLaw handles payment mapping for invoice payments and trust deposits, so additional mappings may add unnecessary complexity.