Confido Legal Release Notes - January 2024 Part II

There is one significant update in this release and no breaking changes. See below for details. 

Updates

 

Hosted Onboarding

You now have the ability to embed the Confido Legal onboarding form directly in your platform by adding JavaScript to a page in your application. Change the primary colors of the application to customize branding. 

Firms who sign up through this process will not automatically have a login to Confido, so you'll need to either:

  • Invite users to our app separately via the API, or
  • Provide all of the payments tools and reports your firms will need in your application

View Hosted Onboarding Documentation

 

Onboarding Application Js

 

Breaking Changes

  • None

Sales Insight - Shifting the Conversation from the Firm to the Client

For firms that haven't previously accepted electronic payments, haven't had an integrated payments solution, or are unable to think of improvements they would like to see at the firm level, try switching the conversation from the firm to the client. 

 

 

Don't have API access yet?

Request Sandbox Credentials

Back
Let us help reduce the cost and improve the client experience associated with accepting payments.

Related Articles

Confido Legal Release Notes - February 2024

This release includes updates to Hosted Onboarding and addClient. There are no breaking changes.

Confido Legal Release Notes - April 2024

This release contains updates related to paymentMethod, subscription timezones and sandbox testing....

Confido Legal Release Notes - March 2024

This release includes a new status field on the Firm object and new webhooks. There is one breaking...