How do I integrate Confido Legal with Lawmatics

This article outlines how to enable the integration between Confido Legal and Lawmatics.

Prerequisites

  • Create a Confido Legal account and a Lawmatics account.

Setting up the Integration

  • Log in to Lawmatics and navigate to Settings > Integrations > Confido Legal.
  • Click Connect.
  • If you are not already logged into your Confido Legal account, you will be prompted to login.
  • Once you are logged into your Confido Legal account, your account will be automatically connected to Lawmatics. 
  • Select which bank account(s) in Confido Legal, you would like to connect to the bank accounts you have setup in Lawmatics.

Note: The integration only supports one (1) operating account and one (1) trust account.

 

Lawmatics Settings - Gravity Legal Integration