EARLY ACCESS · PHASE 1 · Q2 2026

Settlements Without
the Spreadsheet Tax.

The only legal billing platform with a contingency workflow built natively for QuickBooks Online. Process settlements, manage liens, and close the books on every case — without spreadsheets, Word docs, or tab-switching.

  • ✓ A 6-step settlement wizard that replaces your spreadsheet, your invoice tool, and your QBO trust check routine
  • ✓ ABA Model Rule 1.5(c)-compliant settlement statements — frozen as PDF, locked at the line item
  • ✓ A per-matter Liens tab that tracks original → negotiated → finalized lien amounts before settlement, not after
  • ✓ Push lien trust checks straight to QuickBooks Online from inside LeanLaw — no tab-switching, no re-entry
Built on LeanLaw Native QuickBooks Online ABA 1.5(c) compliant
Waitlist · Limited Spots

Get first access when Phase 1 ships.

Join the contingency waitlist and we'll reach out before general release with an early look, onboarding help, and your trial period.

No spam. We'll only email you about the contingency rollout. Unsubscribe anytime.

Your Billing Tool Loves Hourly Work.
Your Contingency Cases Don't.

Every settlement turns into a four-system scavenger hunt — billing tool, trust ledger, QuickBooks, and whatever spreadsheet your controller is guarding with their life.

📊

Manual math on high-dollar cases

Net vs. gross. Expenses-first or fees-first. Firm absorbs, firm advances, client pays-as-you-go. Every settlement is a math problem — and every math problem is a chance to misfire on a $1.4M deal.

📄

Word-doc settlement statements

ABA Model Rule 1.5(c) demands a written statement showing the remittance and the method. Most firms build it in Word because their billing software can't. No audit trail. No lock. No peace of mind.

📝

Liens tracked in a lost spreadsheet

Medical liens, subrogation, letters of protection — all lumped in with case expenses, all tracked separately, all negotiated on the fly the week before settlement. No single source of truth.

"Settlement processing is the worst part of our workflow. Multiple systems, manual math, no guardrails. We've had invoices fail silently on seven-figure cases and we didn't know until reconciliation."
— Composite from discovery interviews with PI and employment law firms
The Settlement Wizard

Six Guided Steps.
One Frozen Statement.

1
Enter Recovery
2
Confirm Expenses
3
Record Attorney Fee
4
Review Liens
5
Map Payments
6
Generate Statement

Each step freezes its data when you move forward. Reprint the statement a year later — it's identical. That's what ABA 1.5(c) expects.

What's Inside Phase 1

Everything Your PI Practice Needs.
Nothing You Don't.

No PI add-on. No bolt-on case management tool. No per-user upcharge for the three paralegals who actually touch settlements.

01 · The Settlement Wizard

Six calculation paths. One clean form.

Three expense arrangements (firm advances, client pays-as-they-go, firm absorbs) × two fee methods (net of expenses or gross) equals six calculation paths LeanLaw handles automatically. Set it once at the matter level. Never do the arithmetic by hand again.

  • ✓Guided 6-step workflow — Enter Recovery, Confirm Expenses, Record Fee, Review Liens, Map Payments, Generate Statement.
  • ✓Automatic fee calculation — net/gross and expense arrangement configured per matter, never re-entered.
  • ✓Frozen PDF at generation — ABA Model Rule 1.5(c)-compliant, locked at the line item, reprints are identical.
6 paths · 0 calculators · ABA 1.5(c)
app.leanlaw.co / matters / hernandez-pi / settlement
LeanLaw Contingency Settlement Wizard — Step 1 Enter Recovery
app.leanlaw.co / matters / smith-v-jones-insurance / liens
LeanLaw Contingency Lien Management Dashboard
02 · The Liens Tab

Track every lien before settlement, not after.

Medical providers, insurance subrogation, government liens, letters of protection. Every lien gets a structured record with original amount, negotiated amount, and finalized amount — tracked throughout the case, not compiled from four spreadsheets the week before disbursement.

  • ✓Negotiation savings, visible — see original → negotiated → finalized per lien, with firm-wide savings rolled up automatically.
  • ✓Status workflow per lien — pending, negotiating, finalized, paid. No more "where are we on the MedStar bill?"
  • ✓Push trust checks to QBO in one click — after the client signs, lien payments post to QuickBooks without leaving LeanLaw.
Medical · Subrogation · LOP · MSPA
03 · Case Closeout Reporting

Finally answer: which cases actually make money?

Data that used to require a weekend with Excel surfaces the moment you generate the settlement statement — fee recovery ratio, expense ratio, time-to-settlement, by attorney and case type. The upshot: growing your PI practice isn't about guessing which cases to take. It comes from reading the numbers.

  • ✓Per-case KPIs — case duration, fee recovery ratio, and expense ratio calculated automatically from matter data.
  • ✓Aggregate profitability — slice by attorney, case type, or practice area to see where the real margin lives.
Per-case + aggregate KPIs
app.leanlaw.co / reports / contingency / profitability
LeanLaw Contingency — Case Profitability Dashboard
What You Get Back

The Math on a Firm That
Settles 10 Cases a Month.

<2min

Per settlement

Down from the 7–15 minutes firms reported in discovery interviews across spreadsheets, billing tool, and QBO.

2–3hrs

Reclaimed per month

At ten settlements a month, that's a controller's entire morning handed back — or two extra billable hours for a solo.

6→1

Fee paths, unified

Net/gross × three expense arrangements, configured once per matter. No more "which method did we use on this one?"

Why LeanLaw

What Only LeanLaw Does.

Built after 16 customer discovery interviews and a deep competitive teardown of Clio PI, CasePeer, SmartAdvocate, MyCase, and TimeSolv.

Capability
LeanLaw Contingency
Clio / CasePeer / MyCase
Native QuickBooks Online sync
✓ Two-way, settlement invoices auto-created
× Not supported (or a separate add-on)
6 fee calculation paths
✓ Net/gross × 3 expense arrangements
× 2 paths max, usually inflexible
Frozen PDF statements (1.5(c))
✓ Point-in-time data locking
× Mutable or manual Word docs
Liens separated from expenses
✓ Distinct records, distinct flow
× Often commingled
Push lien trust checks to QBO
✓ From inside LeanLaw, one click
× Manual per lienholder
Hourly + flat fee + contingency
✓ One platform, mixed practice friendly
× Second billing tool usually required
Who This Is Built For

Built For PI Firms That
Outgrew the Spreadsheet.

Primary

PI Billing Administrators

You manage trust deposits, settlement statements, and QBO reconciliation at a 10–40 attorney plaintiff firm. Your billing tool handles hourly just fine — it just doesn't understand contingency. This is the fix.

Secondary

Managing Partners

You want to grow your PI practice but you're making case-acceptance calls without data. Fee recovery ratio by case type, attorney performance, time-to-settlement — now surfaced automatically from matter data you already have.

Tertiary

Solo PI Practitioners

You do the cases and the billing. Every minute on manual settlement math is a minute not spent on clients. If you're on QBO and settling 5+ cases a month, the time you reclaim pays for the software and then some.

Questions, Answered

What Phase 1 Includes.
(And What's Coming Next.)

When does Phase 1 launch?

Early Q2 2026. Waitlist members get first access, onboarding support, and a trial period before any new pricing takes effect. Existing LeanLaw customers using contingency matters today are not retroactively moved to new pricing for existing functionality.

Does this replace my case management tool?

No. LeanLaw Contingency is the settlement, lien, trust, and profitability layer — the financial side. If you're on CASEpeer, Filevine, or a similar case management tool for intake and treatment tracking, LeanLaw slots in alongside it for the billing and settlement work. Phase 2 adds case management integrations.

Do I need to be on QuickBooks Online?

For the full settlement workflow (including automatic invoice creation and trust check automation), yes — LeanLaw is the contingency platform built natively for QBO. That's the whole unlock.

How is this priced?

Pricing is under active discussion, but the current direction is a matter-based tier model — not per-user. Waitlist members will be consulted before final decisions, and early access pricing will be honored.

Is the settlement statement really ABA-compliant?

The statement is structured to satisfy ABA Model Rule 1.5(c), which requires a written statement showing the remittance to the client and the method of its determination. The PDF is generated automatically from matter data and frozen at generation, so reprints return the exact same document.

What's in Phase 2?

Cross-matter lien dashboard, settlement forecasting, disbursement simulator, case management integrations (Clio, FileVine, MyCase), government lien compliance automation (MSPA), firm-wide PI analytics, and more. Phase 2 is targeted for late Q2 2026.

Your Next Settlement Could
Take Two Minutes.

Join the Phase 1 waitlist and get early access, onboarding support, and a trial period when we ship in Q2 2026.

› Reserve Your Early Access