How do I integrate Confido Legal with LeanLaw?

This article outlines how to enable the integration between Confido Legal and LeanLaw. This integration also involves integrating with QuickBooks Online.

Prerequisites

• The administrator for your QuickBooks Online account will need to complete the integration with Confido Legal.

Setting up the Integration

• Log in to LeanLaw and navigate to Settings > Integrations > Confido Legal.
• Click login to Confido Legal. If you do not have a Confido Legal account, click Sign up
• When the connection is successful, you will see a message like this:
  

Connecting Confido Legal and QuickBooks Online

• Log in to Confido Legal and navigate to Settings > Integrations.
• Click +New Integration and select QuickBooks in the drop down menu.
• Click Connect to QuickBooks.
  
• Log in to QuickBooks Online using the admin account for the firm.
• After logging in, you will be asked to allow Confido Legal access to your QuickBooks Online account.
• Complete the QuickBooks Online integration set up.