The use of cloud-based software is a common practice for bookkeeping needs in law firms. There are many benefits to using cloud-based bookkeeping software. Cloud-based software will give you valuable time, so you don’t have to worry about the process of installing, configuring, and learning to use the software on your own. Setup can be complex so hiring an expert is pivotal in successful data entry and workflow.

Are you still using antiquated software?

I see so many law firms that are still living in the dark ages of desktop. There are limitations to having desktop software. One of the main reasons is the cost. Typically, this software will run you about $15,000 per year. When you add the price of a server and then maybe a remote service to log into your desktop software, it can get very pricey.

Cloud software allows you to log in from any device. My professional recommendation is QuickBooks Online Advanced. This software is perfectly designed and packed with features any attorney will need to manage their data with high-level reporting. There are additional features in the product that will help you automate any of the workflows that you are probably doing manually if you’re still using clunky desktop software.

Why QuickBooks Online Advanced?

QuickBooks Online Advanced is by far the best software to run your law practice. There are workflows, automation, AI, advanced reporting all-inclusive in this product. Remember, QuickBooks was designed to be used for all types of businesses. How do we make QuickBooks work for law firms?  By adding additional legal software! Intuit’s top recommended software happens to be the only two we use in our firm.  Intuit has deemed only these two softwares to be considered its “premier software” that works the best with the accounting platform. The Premier Software recommendations are LeanLaw and Clio.  Adding the software to your QuickBooks product is like putting the attorney suit on top of the accounting software.

The other benefit of QuickBooks Online Advanced is the number of users who have access to the software. You get a total of 27, so this works well with mid market firms. But the other benefit is that you can add users on the legal software, and then they don’t have access to the accounting software. They can manage their clients inside of a space designed just for them. Below you will see a dashboard for one attorney using LeanLaw. As you can see, attorneys can see how much is open in receivables, how much time is billable and how much they have designated to them as the responsible attorney.

So, if you’ve been sitting on the fence thinking about moving to the cloud will be difficult, I’m here to tell you it is not. If you hire the right firm that is an expert in data migration, we will easily move you to the cloud and keep your records up-to-date.

I’ve had so many happy clients who may take over a year to decide to move to the cloud and then realized, “why didn’t we do it sooner?”

We are data migration specialists!

Here’s a shortlist of products we have migrated firms off and moved them to our workflow.

  • PC law
  • Abacus law
  • Juris
  • QuickBooks Desktop
  • QuickBooks Enterprise Solutions
  • Timeslips

We have also moved some unhappy people in their selection of cloud-based software to our premier software app stack. We have successfully migrated:

  • Cosmolex
  • Bill4Time
  •  Practice Panther

Are you using software that you’re not happy with? Is it crashing on you? Now is the time to make that move! Call us today!

Don’t know where to start?

Call us today!  We can help you with your accounting and data migration needs

Are you an accountant or bookkeeper that needs help with learning legal accounting? Yes, you can outsource to us!

Accountant’s Law Lab – Join Now!

Recommended Resources

QuickBooks Online for Attorneys

Are you an attorney and want to use QuickBooks for your accounting software but don’t know where to start?  Download this free e-book today!

Managing your First Law Firm Client

Are you an accountant or bookkeeper that just landed

your first attorney client and need to know where to start? Download this free e-book today

You May Also Like…

Law Firm Practice Areas – Personal Injury Law Firms

Are you a personal injury firm and wondering what software to choose? Do you want to know the best setup for a bookkeeper Working with a personal injury lawyer? This article and video will help set you in the right direction.

Law Firm Practice Area Nuances: Immigration Firms

All law firms have their unique workflows. Immigration firms have particular nuances that make working with this type of practice special. This article will spell out the top pain points and how to solve them.

Law Firm Practice Areas: Family Law Accounting Nuances

When working with accounting clients that have the practice area of family law, there are several areas that stand out that can be challenging. In this article, we will step you through some best practices for a successful family law practice.

Law firm KPIs: Break-even Costs

The cost of running your law firm and breaking even is one of the most important metrics to track when you’re starting a new law practice or with an established firm. To get there, your firm must have enough revenue to cover the costs associated with it.

Law firm KPI: Attorney Productivity

Tracking law firm staff production is a critical task for attorneys to track. Many of our clients are in growth mode, and it’s essential to monitor how well your staff is producing. This article discusses a few KPIs or key performance indicators to help you track staff production.

Attorney KPI’s: Marketing for your Law Firm

Tracking your marketing dollars as an attorney running a law firm is critical for firm growth. Learn the tips and tricks we use with our attorney clients to help them grow a profitable law firm.

Law Firm Client Satisfaction Score

My number one KPI for law firms is the client satisfaction score. Running your firm without this important metric can be difficult. Read this article to learn the steps and questions you should ask in setting up your own client satisfaction score.

Attorney Compensation: Growing your Firm the Smart Way

Are you an attorney running a growing firm that is in need of that perfect compensation plan? Are you hiring and trying to gain good staff? This article shares the methods we recommend to our own clients to help them succeed!

The BEST Workflow When Working with Attorneys as an Accountant

We believe our workflow is the best way to make your law firm be more future-ready and cloud-based. Learn why you need to move off from antiquated systems and on to a proven workflow that works!

How to Analyze a Law Firm’s Financial Statements

Interpreting and analyzing data from your law firm books starts with the foundation, which is your chart of accounts. How do you measure your overhead? This post will help you determine best methods for analysis and also trends to look for

Resources for Attorneys

Don't know where to start?

Call us today! We can help you with your accounting and data migration needs. 

QuickBooks Online for Attorneys

Are you an attorney and want to use QuickBooks for your accounting software but don’t know where to start? Download this free e-book today!

Resources for Accountants

We have a course! Fast Track Legal Accounting!

Are you an accountant or bookkeeper that just landed your first attorney-client and needs to know where to start? Do you have a few but want to serve them better? We have a course to get you started!

If you are interested in more information, join our private mastermind group,
The Accountant’s Law Lab: