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Team & Integrations·Sep 8, 2026·New·2 min read

Every invoice and payment now lands in QuickBooks on its own.

Connect QuickBooks Online once from Settings. From then on every invoice you send, every payment that comes in — online or recorded by hand — and every refund or void posts to your books automatically, under the right client, with your own invoice number.

Your accountant lives in QuickBooks; your practice lives in Lexfill. Until now someone had to carry every invoice and payment from one to the other. Open Settings → QuickBooks, press Connect and sign in to your QuickBooks Online company, and that job is gone. Each invoice you send appears in QuickBooks under the client's name with its line items and due date, numbered LEXFILL- plus your invoice number so it never collides with anything your firm already numbers there. When the client pays online, or you record a check, cash or Zelle by hand, the payment posts against that invoice with the matching payment method. Void an invoice or refund a client and QuickBooks is corrected the same way — nothing to fix in two places.

  • One-time connection — the firm owner signs in to QuickBooks once from Settings; disconnect from the same screen any time
  • Invoices carry line items, discounts, due dates and your LEXFILL- numbering; new clients are created in QuickBooks automatically
  • Payments post with their method — card, bank debit, cash, check, Zelle, money order; partial refunds update the payment, full refunds and voids remove it
See how it works

More updates

Client Intake·Sep 13, 2026·2 min read

See who spoke to each lead — and whose calls turn into consults.

Log every call, email or text to a lead in one tap, and Reports now breaks the funnel down by team member — leads worked, attempts made, how many reached a consult and hired — so you can see which approach converts, not just the firm-wide rate.

Case Management·Sep 8, 2026·2 min read

Every case now has owners — and only they hear about it.

Assign one or more attorneys to a case and see who owns what at a glance — in the Cases list, on the case itself, and in a My cases widget on your home page. Case updates, notes and completed tasks go to the owners, not the whole firm.

Client Experience·Sep 5, 2026·2 min read

Retainers now ask the client for the details only they know — and your templates stay editable after import.

Mark a template variable as filled by the client — phone, mailing address, date of birth — and the signing page collects it before the signature, so the client reviews and signs the completed agreement. A saved template's payment plan and variables can now be edited any time in Settings.