How do I integrate Confido Legal with Matter365?

This video shows how to set up and use Confido Legal when integrated with Matter365 and QuickBooks.

Matter365 enables legal professionals to run their entire firm and all of their matters through a single pane of glass. By creating dedicated, matter-specific spaces across all the firm’s Microsoft applications, Matter365 allows solo to mid-size law firms to minimize time spent on administrative work and maximize their billable hours.

With Matter365 and Confido Legal, law firms can:

  • Send trust requests directly through Matter365
  • Automatically apply payments on trust requests to the client's trust account balance in Matter365/QuickBooks
  • Allow clients to pay invoices built in Matter365 by clicking secure payment links
  • Automatically apply payments to invoices in Matter365/QuickBooks
      • Setting up the Confido Legal/Matter365/QuickBooks integration [1:34]
      • Account mapping [3:56]
      • Accepting electronic payments on QuickBooks invoices [11:20]
      • Syncing QuickBooks customers with Confido Legal [3:00]
      • Sending trust requests through Matter365 [15:15]
      • Q & A [23:10]