Nick
Serious bulk trust payment problems
The problems with bulk trust payments are dangerous. Also causing delays, I can’t complete my billing every month and send invoices to customers until I contact support to manually correct the problems. The problems every month include, in the manage invoices area: First, bulk paid invoices are not processed as paid. It is then possible to pay them a SECOND time. Cannot send to client until corrected. Second, lean law will sometimes overpay, satisfying an invoice in full but leaving the trust account overdrawn. This is an ethics violation in every state that requires trust accounts.
Response from LeanLaw | Legal Billing SoftwareJul 19, 2024
Hi Nick! We appreciate you letting us know of these issues, and we've launched updates that address these concerns. If you are still experiencing this issue, please let us know at [email protected]