Law firms: Migrating to Cloud-Based Software

Are you stuck in a desktop world? Are you chained to your computer and when you try to do your work remotely?  Do you have to log into a server? Did you know that this type of workflow is so 2005?

All kidding aside, it’s so easy to stay in what you know. Or do you follow that old adage:


“If it ain’t broke don’t fix it.”

Last week I introduced you to all the components of my cloud-based workflow. There are so many reasons that this software lineup works in synchrony.

Did you know you don’t have to have a server anymore? Did you know that in the very near future Microsoft products are going to integrate with LeanLaw

Using Office 365 is fairly inexpensive as applications go. And you get a lot of things included with the office 365 platform. That’s also part of the suite of options you can add to your attorney workflow.

If the thought of migration from one platform to a new one and having your entire staff be trained on the new one frightens you, you’re not alone. It’s something that we do here at my firm all the time. It does sound daunting but in reality, the transition is fairly smooth when you hire the right firm.  A lot of the happiness will rest around that transition date. We have plenty of happy customers that can validate this statement.

 So back to the old adage, why switch?

Here are my top 3 reasons:

1. It will save you and your staff time.

2. Automation improves accuracy in the records.

3. You will be able to retrieve more data with high-level reports


Have I persuaded you yet? Feel free to reach out so we can have a discussion and create the best workflow for your practice area or practice areas.

Below is a sample of how the timeline would flow during a migration:

I can tell you personally that we have done this repeatedly with multiple firms in multiple migrations and we have multiple happy clients. Our clients say they’ll never look back.

If you're in accounting a bookkeeper and want some extra help working with attorneys, join our private group, the Accountants Law Lab.

If you're an attorney who knows your books are not quite right or you need accounting services, call us! We are more than happy to help. If you are an attorney and want to use my awesome workflow and automate the heck out of your processes, contact us!

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Migrating your law firm workflow from clunky desktop programs to modern cloud-based is simple when you hire the right firm. We have a system in place that will help you succeed!

Lynda Artesani

Lynda Artesani is the president of Artesani Accounting. Her firm specializes in working exclusively with the legal industry. She is passionate about helping her attorney clients migrate to modern cloud-based systems and become future-ready.​ ​ She is a Top 100 ProAdvisor, an alumni member of the Intuit Advisory Board and a member of the Intuit Trainer Writer Network. She also runs a Facebook group and a private group called The Accountant's Law Lab. It is a place where members can learn how to work with attorneys and law firms. Lynda lives in Southwest Florida. She is a registered yoga teacher and in her free time, you will find practicing yoga or walking on the beach.​