Send and Manage Disbursements Directly in SmartAdvocate
Send settlements to clients and vendors in seconds right from SmartAdvocate.
Here's what it looks like with Smart Advocate and Confido
Manage the entire disbursement workflow from approval to payout without leaving SmartAdvocate.
Draft Disbursements
Draft disbursements directly in the Settlement tab in SmartAdvocate.
Approve Disbursements
An authorized approver reviews and approves the disbursements in SmartAdvocate.
Send Link
Once approved, send a secure disbursement link to the recipient from inside SmartAdvocate, so client communications stay organized.
Clients Choose Payment Method
The recipient opens the link, verifies their identity and chooses their payment method.
Funds Delivered
Confido delivers the funds electronically.
Disbursements Stay Connected
Disbursement status updates are automatically synced back to SmartAdvocate, so staff can track progress without leaving their existing workflow.
Key Workflows
Your firm manage high case volumes, complex trust accounting, and clients who don't always pay on time. The Confido workflow was built to automate the payment side so your staff can focus on cases, not collections.
Elevate the Client Experience
Exceed the expectations of the next generation of clients, who expect fast, digital payments.
Increase Security and Auditability
Set up dual approval workflows in SmartAdvocate, and get a complete audit trail on every disbursement. Deliver funds to clients protected by multifactor authentication and Confido’s Enhanced Security feature.
Eliminate the Cost of Paper Checks
Replace the cost and staff time associated with printing, mailing, tracking, and reissuing checks with a digital disbursement process that lives in SmartAdvocate.
Why SmartAdvocate + Confido?
Together, Confido and SmartAdvocate help firms collect payments faster, reduce manual work, and improve the client payment experience.
Pay Clients Faster
Deliver settlement funds electronically in seconds instead of waiting days for checks to be printed, mailed, and delivered. Leading to greater client satisfaction and better reviews.
Built in Approval and Audit Trail
Maintain your firm's approval process while keeping a complete record of every disbursement from draft to delivery.
Stay Connected
Monitor the status of every disbursement in real time with automatic updates that keep your case records accurate and your team informed, all in SmartAdvocate.
