Category Archives for QuickBooks Online Advanced

LeanLaw Time Saving Features

LeanLaw time saving features

LeanLaw Time Saving Features — it is what it is all about!   This week is all about a couple of my favorite time-saving tips in LeanLaw.  As many of you already know, LeanLaw is an integral part of my workflow. These tools are not hidden, but seem to be underused or not even noticed by attorneys […]

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Automating Law Firms and AI both Serves and Hinders

Automating Law Firms and AI (artificial intelligence) is, without a doubt, affecting your Law Firm. Advances in technology are rolling out whether you are for them or against them, so it makes sense that you would want to protect the firm you work so hard for. You don’t have to love AI to benefit from […]

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Are You A Cool Cat?

I love the story of Leon the lawyer.  He is a stray cat.  He strolled in one day.  The staff at the law firm adopted him.  People complained about this stray cat roaming around the office.  What did the law firm do to keep him?  They hired him. Yup, as an attorney.  Look around your […]

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Data Migration for Law Firms

Data Migration for Law Firms — sounds scary doesn’t it?  Especially when you are talking about trust accounts and multiple years of data needing to be migrated over.Some data migrations are more complex than others and it’s also probably safe to say that a law firm migration will usually lean towards being at least moderately […]

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Can I use QuickBooks for my Law firm practice?

When I chat with attorneys, especially with the single attorney type of practice, they ask me this question all the time.  “Can I just use QuickBooks alone to run my firm to track my trust accounting?”The simple answer is yes, it’s entirely possible to do that. But the real question is, how much time do […]

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Manage Workflows in QuickBooks Advanced

Like a kid in a candy store, there seem to be more and more things popping up in my accounting platform. One that I have been excited about because it allowed me not to have to add an app because the feature is “baked in” is the new Manage Workflows.When you work with attorneys, the […]

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