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What is LeanLaw?

LeanLaw is a legal billing solution designed for law firms that operates seamlessly with QuickBooks Online, simplifying the management of a profitable mid-sized law firm for all participants. This software allows users to minimize the time spent on time tracking, trust accounting, and comprehensive billing, enabling them to focus more on generating billable hours and enhancing overall productivity. By streamlining these essential processes, LeanLaw helps firms operate more efficiently and effectively.

What is Canopy?

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Media

Media

Integrations Supported

Calendly
Confido Legal
Epona365
Gmail
Google Contacts
Google Forms
Google Sheets
Gravity Payments
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Shift
Slack
Xero

Integrations Supported

Calendly
Confido Legal
Epona365
Gmail
Google Contacts
Google Forms
Google Sheets
Gravity Payments
Mailchimp
Microsoft Excel
Nekton.ai
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Shift
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$40/month/user
Free Trial Offered?
Free Version

Pricing Information

$50.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LeanLaw

Date Founded

2014

Company Location

United States

Company Website

www.leanlaw.co

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Insurance Claims Defense
Invoice Review
Legal e-Billing
Matter Management
Outside Counsel Management
Relationship Management
Strategic Planning
Vendor Management

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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