Case Study: Pursuit Legal improves billing efficiency by 50% and collects $13k in past due invoices within one month of implementing LeanLaw

CASE STUDY FOR LEGAL BILLING SOFTWARE:
Pursuit Legal improves billing efficiency by 50% and collects $13k in past due invoices within one month of implementing LeanLaw

The Challenge

Pursuit Legal was spending too much time manually creating and sending invoices each month. The process involved significant back and forth in QuickBooks Online, which was time-consuming and inefficient. The firm also struggled with collecting past-due invoices, as clients found paying each invoice individually cumbersome. Additionally, the firm needed a streamlined solution for managing trust accounts to ensure compliance and reduce stress for staff members unfamiliar with accounting processes.

The Solution

By adopting LeanLaw, Pursuit Legal was able to streamline its billing process and improve efficiency by 50%. With LeanLaw’s integration with QuickBooks Online, the firm no longer needed to switch between the two systems, saving valuable time. LeanLaw’s trust management features made it easy for staff to manage trust accounts, even without extensive accounting knowledge. The firm also implemented Confido payments, enabling clients to pay their invoices online, which led to faster payments and reduced the need for mailing checks.

“LeanLaw makes it very easy. It definitely saves me stress! As someone who’s not super familiar with accounting and what needs to be done, LeanLaw was very helpful in setting my system up in the beginning, so everything was flowing properly.”

— Krystle Lodzinski, Billing Coordinator, Pursuit Legal

Benefits of LeanLaw

  • 50% reduction in time spent issuing invoices each month
  • Collected $13k in past due invoices within the first month of using LeanLaw’s full balance link
  • 30% of past-due invoices paid faster
  • Streamlined trust management, reducing stress for staff
  • Seamless functionality between LeanLaw, QuickBooks Online, and Confido payments

Read More

Case Study: Law Firm Billing Workflow Slashed from One Week to Two Hours

Learn More: LeanLaw Accounting Pros or Find an Accounting Pro

Categories to think about:

Timekeeping

Accounts Payable

Client / Matter

General Ledger

Reporting

Band Reconciliation

Billing

Conflict Checks

Receivables

IT

Trust and Retainer

Law Firm Accounting Professionals Weigh In

Caren Schwartz
35-45 Consulting-Global

Changing software is not something your law firm does lightly, nor do you want to do it often. It’s important to do your homework and understand your firm’s needs, analyze your choices, and put together a plan, including project management. That’s the best way to get to a new solution that helps your firm move forward.

Lynda Artesani & Sarah Prevost
The Proper Trust

In our experience after numerous law firm software migrations, the key to success in purchasing new financial software is to understand what critical features are MOST important to your business. Understand how it fits with your current (and future) staff and how your current best practices will work within these new tools. Picking a tool and a partner to help you migrate is essential to the success of this journey.