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Accept and Manage Payments
Directly in Clever Case

Collect invoice and trust payments through Clever Case with Confido. Payment activity automatically updates billing records, helping firms spend less time on manual work. Clever Case is free to firms using Confido.

How the Integration Works

Clever Case gives law firms an all-in-one platform for managing cases, time, and billing. Confido adds modern legal payments that streamline collections, simplify trust accounting, and keep everything in sync.

1

Generate Invoices

Generate invoices and trust requests in Clever Case with secure online payment links.

2

Send Payment Requests

Payment requests can be automatically sent from Clever Case

3

Clients Pay Securely

Client pays digitally and the funds are routed to the correct trust or operating account

4

Payments Stay Connected

Clever Case records are updated automatically

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See the integration in action

Key Workflows

Collect payments without changing how your firm manages billing in Clever Case.

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Automate Collections

Stop relying on staff to chase unpaid invoices. Confido and Clever Case make it easy to send bills and reminders with flexible payment options baked in.

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Cut the Cost of Getting Paid

Automatically charge the credit card fee to the client while still offering free-to-them methods like bank transfers or debit cards. Benefit from transparent pricing.

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Everything Stays in Clever Case

No separate platform for your staff to log into. Payments, reconciliation, and trust records are reflected in the system your team already uses.

Why Clever Case + Confido?

Clever Case helps your firm manage matters and billing. Confido extends those workflows with payment tools built specifically for legal professionals.

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Built for Legal Billing

Collect invoice and trust payments without changing your existing Clever Case workflow.

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Automatic Updates

Apply payments to invoices and trust balances without manual reconciliation.

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Better Client Payments

Offer secure ACH and credit card payments directly from invoices and trust requests.

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Less Admin Work

Reduce manual payment tracking with billing records that stay up to date automatically.

The Clever Case + Confido Story

Explore the Partnership

Podcast
• Sep 18, 2023

Episode 50: Legal Case Management Series - An Interview with Brett Spooner of Clever Case

Dan Lear Dan Lear

In this episode, Dan speaks with Brett Spooner, Founder and CEO of Gravis Law and Founder at Clever Case.

Clever Case
Confido Legal has significantly streamlined our accounts receivable process. It's easy to create a secure payment link that I can send through our regular billing system or via email. The platform makes it easy to check whether payments have been made and follow up with clients promptly regarding outstanding balances. It takes a fraction of the time compared to our prior processor.
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Anne Marie Sargent
Connor & Sargent, PLLC
Before working with Confido Legal, processing client payments was time-consuming and required a lot of manual follow-up. Their integration made it easier for our team to track payments, helping us convert accounts receivable into cash faster.
shannon-valliere
Shannon Valliere
CunninghamLegal
Confido helped us create a system that automatically splits client payments based on the items in each invoice and routes the funds to the right bank accounts. Money for client payment for government filing fees goes directly into our trust account, while earned fees go into our operating account. The client pays once, and everything else happens behind the scenes. It’s saved us a lot of time and made the payment experience much simpler for our clients.
samuel-susser
Samuel Susser
Siskind & Susser
Confido offers our clients the seamless convenience of paying online. This saves administrative time for us and them and automates an essential part of our business.
jared-bona
Jared Bona
Bona Law

Ready to Integrate Confido with Clever Case?

See how Confido helps your firm collect payments, manage trust accounting, and keep billing records up to date in Clever Case.