Learn LeanLaw: Attorney Calendar

The attorney calendar. It can come in many forms on different legal software.  As you know, I've been a big fan of LeanLaw. It's a big part of my workflow and is the main component of it.  Today's post is all about the calendar feature in LeanLaw.

The attorneys I work with are more of the mid market size. We specialize in migrating law firms off the antiquated desktop law specific systems like PC Law and Juris. I often meet with attorneys that are very stuck in weak legal software that tracks their time well enough, but not great for the accountant because it is not a true accounting platform. If you want to provide your client with robust, in-depth reporting and analysis of their records, you will need real accounting software. In my opinion, LeanLaw works best because it integrates with QuickBooks Online Advanced -- a true accounting software. It is a powerful combination.

But let's get into LeanLaw's calendar. The calendar is a feature that when you compare it to some of the other legal software out there, it's functional. It does the job. Most of the firms I work with are heavy users of Microsoft Office 365. They love the ability to share, collaborate, the attorneys love the security of it and all the tools. You can't beat Office 365 for the price. A lot of the attorneys also use the MS Office Calendar or Google's calendar. I wish there were a way to integrate the Calendar into Lean Law. Maybe someday???

But the power behind the LeanLaw calendar rests in its time tracking feature. With LeanLaw, you can track time by putting the appointment in the calendar, and you can track it by entering the time by entering it in manually.   There are so many ways to do this. You can view the calendar by the daily view (showing the entire day) or by the weekly view.  The latter is excellent for when you need to book a future appointment.

You can select who is keeping the time.  Most of the firms I work with have a timekeeper or paralegals. You can track time by both of these user roles as well as attorneys.  The LeanLaw calendar is a useful part of the tool and perhaps the most significant part of an attorney's day, tracking time.  

I hope you are enjoying this mini-tour of my app, LeanLaw. Stay tuned for more short videos on this product and how I use it in my firm.

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Lynda Artesani

Lynda Artesani is the president of Artesani Bookkeeping where she uses her expertise and organizational skills to help her clients thrive and become profitable. Lynda is a member of the Intuit Trainer Writer Network. She is an alumni member of the Intuit Advisory Board. Additionally, she is the first Expert Columnist for the QB Community forum. She is also a co-founder in a Facebook group called QB Community Live!