Case Study: a large firm with four offices boosts realization to 90% with LeanLaw

Large Firm With Four Offices boosts realization to 90% with LeanLaw

The customer, a large firm with four offices, was facing payment realization issues and trust account compliance problems with their previous software. They initially switched to another solution but were still unable to extract key data or get real-time reports. The firm hired LeanLaw Accounting Pro to address these challenges with their legal billing and trust accounting software.

LeanLaw's solution, implemented by their Accounting Pro expert Karyn Andersen, introduced evergreen trust requests and ensured IOLTA compliance. This increased the firm's realization rate from 50% to nearly 90%. By outsourcing to LeanLaw's partner, the firm saved $150,000 annually on overhead costs and eliminated expenses related to employer taxes and benefits, achieving 100% coverage for staff absences.