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Confido Legal Release Notes - September 2024

by Stephanie Watanabe, COO of Confido Legal
product-release-september-2024
Key Takeaways
Instant disbursements let recipients receive funds immediately by debit card while keeping free ACH available as an alternative.
New disbursement webhooks and expanded authentication options give partners more control over how recipients claim and track payments.
Subscription updates make it easier to connect matters to recurring payments and track upcoming payment details through the API.
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This release contains updates for Disbursement updates, subscription improvements and more.

Disbursements

Instant Disbursements

Recipients can now receive instant disbursements by submitting their debit card. Instead of waiting for an ACH disbursement which typically takes about 3 - 5 days, clients can receive their funds immediately. Clients who choose the instant disbursement option will be charged a small 1% fee. They will continue to have the option to select a free ACH disbursement.

New Webhooks

New webhooks are available for disbursements:

  • disbursement.created
  • disbursement.deleted
More Authentication Options

We added the ability for recipients to claim their disbursement by authenticating with their mobile phone number. Firms will be able to add multiple email addresses or phone numbers so clients can easily authenticate and claim their disbursement.

Pass Amounts into a Standing Link URL

You can now pass in amounts in a dollar format (e.g., dollarAmount=$150.50) as a searchParam on a StandingLink page. If you pass in an amount, this value will pre-populate the amount field.

Subscription Improvements

  • Matters in Subscriptions: We've added the ability to associate matters with subscriptions in the API.
  • Upcoming Payments: subscription.upcomingPayments are now listed in ascending order, allowing for clearer payment tracking. Additionally, we updated subscription.upcomingPayment.amount to an Integer.

Bug Fixes

  • Onboarding CSS: We've resolved an issue where onboarding.js CSS was overriding global styles.
  • Hosted Fields: We've enabled the recording of client and matter details on hosted fields payments.

Partner Resource Center

Are you seeking past Sales Insights or information about the payments industry? You can now find this and much more in the Partner Resource Center, specifically tailored for legal tech teams.
Do you encounter common questions from your prospects?

Submit your questions or challenges, and we will incorporate this content into the Partner Resource Center.

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