Everything in the Base Package, plus expanded operational support for growing and multi-attorney practices:
Multi-Attorney Revenue & Timekeeper Tracking: Detailed monthly tracking and allocation of attorney time, originations, and individual revenue performance.
LeanLaw Billing & Trust Workflow Management: Review and optimization of trust draft approvals, trust transfers, and seamless invoice synchronization through LeanLaw.
Audit-Ready State Bar Compliance Reporting: Enhanced monthly compliance packages, including verified sub-ledgers and documentation formatted for State Bar audit readiness.
Monthly Strategic Review Call: A dedicated 30-minute monthly financial review session to discuss P&L performance, cash flow, and trust account health.
Note: Base package limits apply (1 Operating, 1 IOLTA, 1 Credit Card). Custom add-on pricing applies for additional timekeepers, extra bank accounts, or high matter volume.
Everything in the Base Package, plus expanded operational support for growing and multi-attorney practices:
Multi-Attorney Revenue & Timekeeper Tracking: Detailed monthly tracking and allocation of attorney time, originations, and individual revenue performance.
LeanLaw Billing & Trust Workflow Management: Review and optimization of trust draft approvals, trust transfers, and seamless invoice synchronization through LeanLaw.
Audit-Ready State Bar Compliance Reporting: Enhanced monthly compliance packages, including verified sub-ledgers and documentation formatted for State Bar audit readiness.
Monthly Strategic Review Call: A dedicated 30-minute monthly financial review session to discuss P&L performance, cash flow, and trust account health.
Note: Base package limits apply (1 Operating, 1 IOLTA, 1 Credit Card). Custom add-on pricing applies for additional timekeepers, extra bank accounts, or high matter volume.