Confido Legal Support Center

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Confido Legal Support Center

Getting Started

Getting Started

How to use Confido Legal to process payments for your law firm

Payment Links

What is a Payment Link?

How do I create a Payment Link?

How do clients pay using a Payment Link?

How can customize my payment pages?

Standing Links

Can I still use Confido Legal with my paper invoices?

What is a Standing Link?

How do I create a Standing Link?

How can I add a payment link on my website?

Stored Payment Methods

What is a Stored Payment Method?

How do I create Stored Payment Methods?

How can I manually bill my clients?

Subscriptions

How do I create and manage a Subscription or payment plan in Confido Legal?

When will my Subscription run?

What do Subscription statuses mean?

Transfers

How do I transfer funds between my trust and operating accounts?

Clients

How do I merge duplicate clients?

How do I upload a list of clients to Confido Legal using Zapier?

Voids & Refunds

What is the difference between a void and a refund?

How do I void or refund a payment for a client?

How do I void or refund a payment?

Manual Payments

What is a Manual Payment?

How do I record a Manual Payment?

Disbursements

How can you send money through Disbursements (Pilot)?