Law Firm Trust Accounting Made Easy: A Guide to Digital Payment Links & Automated Workflows

Master trust accounting with ease! In this webinar, Stacey and Jay share expert tips on using LeanLaw to streamline your law firm’s financial processes.

Learn how to:
✅ Simplify trust account management
✅ Customize email templates for better client communication
✅ Handle credit card payments and surcharges efficiently
✅ Increase financial transparency with a lean-aligned workflow

This session is packed with practical demonstrations and insights to help your firm reduce client questions, stay compliant, and save time. Perfect for legal professionals looking to enhance their practice!

#TrustAccounting #LeanLaw #LegalTech #LawFirmManagement #FinancialTransparency #CreditCardPayments #LawPracticeEfficiency

⏱️ TIMESTAMPS ⏱️

00:00 Simplifying Trust Accounting With LeanLaw

10:45 Managing Client Invoices and Trusts

18:15 Credit Card Payments and Trust Accounts

25:50 Trust Account Deposit and Branding

30:35 Venmo Billing and Surcharging Options

36:00 Confido Legal Branding and Invoicing

40:20 LeanLaw Workflow and Invoicing Benefits