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.
Generate Invoices
Generate invoices and trust requests in Clever Case with secure online payment links.
Send Payment Requests
Payment requests can be automatically sent from Clever Case
Clients Pay Securely
Client pays digitally and the funds are routed to the correct trust or operating account
Payments Stay Connected
Clever Case records are updated automatically
Key Workflows
Collect payments without changing how your firm manages billing in Clever Case.
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.
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.
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.
Built for Legal Billing
Collect invoice and trust payments without changing your existing Clever Case workflow.
Automatic Updates
Apply payments to invoices and trust balances without manual reconciliation.
Better Client Payments
Offer secure ACH and credit card payments directly from invoices and trust requests.
Less Admin Work
Reduce manual payment tracking with billing records that stay up to date automatically.
Explore the Partnership
Episode 50: Legal Case Management Series - An Interview with Brett Spooner of Clever Case
Dan Lear
In this episode, Dan speaks with Brett Spooner, Founder and CEO of Gravis Law and Founder at Clever Case.
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.
