LeanLaw is excited to announce an update to our trust request functionality specifically designed for Lean Align firms. This change aims to streamline processes and enhance user experience by transitioning to LeanLaw’s email service, Lean Align, for trust request communications. This article provides detailed information and answers to frequently asked questions (FAQs) regarding these changes.
Understanding the Update
Previously, trust requests were sent using Confido's email service. With the new update, emails will now be dispatched through LeanLaw's own service. This change means trust requests will feature your firm's logo, coming from a LeanLaw domain, while still maintaining your firm's reply-to email address for any client queries.
FAQs
Can I track my trust requests sent before February 27 in the "Track Sent Emails" page?
No, trust requests sent before February 27 were dispatched using Confido's email service and cannot be tracked in LeanLaw's "Track Sent Emails" page. This functionality applies only to requests sent after the update.
Will payments on trust requests sent before February 27 use the undeposited funds account if I have it configured?
Payments on trust requests sent before February 27 will not utilize the undeposited funds account, regardless of its configuration. Only requests sent after the update will respect your undeposited funds settings, offering a streamlined way to manage your deposits.
Can I configure my trust request template or track my trust request emails in the Track Sent Emails page without enabling the invoice email in LeanLaw?
At this time, configuring your trust request template or tracking trust request emails in the Track Sent Emails page requires enabling the invoice email functionality in LeanLaw. We're constantly working on enhancements, but currently, this integration is necessary for accessing the new features.
Enhancements at a Glance
Trust Request Email Service: Transitioning to LeanLaw’s email service, Lean Align, for a more branded and integrated client experience.
Customizable Trust Request Template: Users can now personalize their trust request emails through settings, adjusting sender info, logos, and language.
Undeposited Funds Account: Payments on trust requests will now follow the configured undeposited funds account settings, allowing for better management of deposits.
Tracking Trust Requests: Visibility on trust request actions, such as opens and payments, is now available within LeanLaw, eliminating the need to access external services.
Conclusion
These updates to the trust request functionality are part of LeanLaw's commitment to improving our service and meeting the needs of our users. We appreciate your feedback and look forward to bringing more enhancements to help streamline your legal billing processes. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.