Integrations

• Sync all Clio bills with Confido Legal
• Send outstanding Clio bills in seconds
• Customize notes to each client or use a default message
• Clients pay invoices or trust requests by clicking the link sent to their email
• Accept credit/debit cards and bank transfers (ACH)
• Automatically charge credit card fees to clients at the time of payment

• Send trust deposit requests directly from LeanLaw
• Customize trust request messages and add multiple recipients
• Trust deposits are automatically added to the client and matter sub-liability accounts in Quickbooks Online

• Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
• Automatically apply payments to invoices in Lawmatics
• Automatically apply payments on trust deposit requests to the client's trust account balance in Lawmatics

• Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
• Automatically apply payments to invoices and client trust balances in Lawcus
• Allow clients to pay multiple invoices with one payment

• Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
• Automatically apply payments to invoices and client trust balances in Litify
• Set up automated recurring payment plans directly in Litify
• Allow clients to pay invoices through the Litify client portal

• Create and enroll clients in automated subscription plans
• Accept payment for flat fee and recurring matters
• Send automated reminders of upcoming subscription payments

• Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
• Automatically apply payments to invoices and client trust balances in Clever Case
• Allow clients to pay multiple invoices with one payment

• Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
• Accept payments in onboarding and intake workflows

• Send trust deposit requests directly from Matter365
• Customize trust request messages and add multiple recipients
• Trust deposits are automatically added to the client's trust balance in Matter365 and Quickbooks

• Send QuickBooks invoices and get paid electronical
• Payment links are automatically added to QuickBooks invoices
• Both trust and operating payments made in Confido Legal are automatically added to QuickBooks

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• Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
• Automatically apply payments to invoices in Salesforce
• Sync invoice payment and accounts receivable data to accounting systems like Accounting Seed and QuickBooks

• Trigger actions in thousands of applications when a payment is made in Confido Legal
• Send payment requests by email when an action takes place in another application

• Soluno is the time, billing, and accounting solution made for law firms
• Allow clients to pay invoices or trust deposit requests electronically by clicking secure payment links
• Automatically apply payments to invoices or client trust balances in Soluno

• Send payment requests to new clients or prospects created by Smith.ai
• Provide payment processing access to Smith.ai to take payment for initial consults or retainers

• Use LawLytics to create websites that attract and convert clients
• Add Confido Legal to accept payments through your website
• Charge for initial consults when prospective clients convert on your website
• Sell flat fee legal services directly on your website

• Offer secure online payment options.
• Automatically generate invoices and receipts based on case management inputs.
• Automatically record and apply payments.
• Provide multiple payment methods.
• Choose to pass credit card transaction fees on to clients.
• Access holistic financial reporting.
• Get transparent pricing with no hidden setup or termination fees.

Improve Collections

• Accept digital payments by credit/debit card or bank transfer on invoices or trust deposit requests
• Set up clients on auto-pay, automatically billing them for outstanding balances or trust replenishments
• Automate the evergreen retainer process

Reduce Costs

• Optionally charge credit card fees to the client at the time of payment
• Pay no monthly, annual or termination fees
• Get complete pricing transparency -  simple flat rates, so you always know what you will pay

Increase Automation and Improve the Client Experience

• Automatically apply payments to the associated invoice or trust deposit request in SmartAdvocate
• Create rules to route money from payments into any of your firm's trust or operating accounts
• Easily link your bank deposits to payments and the associated client/matter