LeanLaw

LeanLaw's process for maintaining general compliance standards

Is LeanLaw compliant with Canadian trust accounting standards?

Your one-stop shop to trust accounting in LeanLaw

How to deposit funds to the trust account

How both types of accounting will impact your QuickBooks

An overview and how-to guides of setting up and managing your trust account using LeanLaw and Quickbooks Online.

Migrating trust funds from one Client or Matter to another

When a case comes to an end, and you need to release your client's trust funds back to them

What does LeanLaw do in terms of the QuickBooks Online chart of accounts and the specific transactions?

LeanLaw introduced the option to deposit trust paid invoice payments & deposits into undeposited funds.

Remove funds deposited in a Client's liability account.

Accounts prefer that all deposits are delivered to QuickBooks using the undeposited funds instrument. Here's how.

How to attach trust statements to invoices

The Gravity Legal - LeanLaw Integration allows firms to accept trust deposits by credit/debit card and bank transfer directly to LeanLaw.

In LeanLaw, trust accounting is built into the legal invoicing workflow.

How to set an opening balance for Clients or Matters that already have trust funds accounted for in QuickBooks Online