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