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UserFirst Software, Inc.

Legal billing software for law firms using QuickBooks Online.

Updated Nov 10, 2026·Latest SEC filing Jun 29, 2026·Suggest an edit

About LeanLaw

LeanLaw is a private company based in Boise, Idaho. It has reported $7,856,996 raised in eight offerings on Form D since February 2017. Its chief executive is Jonathon Fishman.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jun 21, 2026Jun 29, 2026$625,000of $650K target6$104KDebtRule 506(b)Form D ↗
Nov 15, 2024Nov 19, 2024$1,249,996of $1.2M target6$208KEquityRule 506(b)Form D ↗
Mar 10, 2023Mar 14, 2023$4,000,000fully sold2$2.0MEquityRule 506(c)Form D ↗
Jun 30, 2022Jul 6, 2022$250,000of $1.5M target3$83,333EquityRule 506(b)Form D ↗
Dec 31, 2021Jan 14, 2022$250,000of $600K target1$250KDebt, Convertible Promissory Notes, the equity securities issuable upon conversion thereof, and the common stock issuable upon conversion of such equity securities.Rule 506(b)Form D ↗
May 26, 2021Jun 9, 2021amended Jun 9, 2021$450,000of $750K target8$56,250EquityRule 506(b)Form D/A ↗1 earlier filing
May 5, 2020May 14, 2020$110,000of $600K target2$55,000EquityRule 506(b)Form D ↗
Feb 10, 2017Feb 27, 2017amended Jun 28, 2018$922,000of $1.1M target25$36,880EquityRule 506(b)Form D/A ↗1 earlier filing
Total, eight offerings$7,856,996

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on LeanLaw's Form D filed Jun 29, 2026.

GA
Gary Allen
Executive officer and director
JW
SM

Earlier filings also listed Chris Haley (director, last listed Nov 2024), Marshall Simmonds (director, last listed Jan 2022) and Frederik Willerup (executive officer, last listed Jan 2022).

Sources

  1. SECUserFirst Software, Inc. Form D, filed Jun 9, 2021
  2. SECUserFirst Software, Inc. Form D, filed Feb 27, 2017
  3. SECUserFirst Software, Inc. filing history
  4. CompanyLeanLaw terms of use