What should I know before surcharging?

Surcharging is designed to comply with applicable rules and regulations. For a more detailed look at these rules, see our surcharging guide by state.
Your firm must be enabled for surcharging by Confido Legal.
If you do not see this option in Settings > Firm Settings, contact support@confidolegal.com to enable surcharging.

When refunding payments where the client originally paid the surcharge fee, you will also need to refund the fee amount. In the event of a partial refund, the fee refund should be prorated.
Do not apply a surcharge to debit card payments. Confido Legal will only apply surcharges to confirmed credit card payments in accordance with the card brand rules.
Inform the client of the surcharge amount prior to the client completing the payment. This is covered by Confido Legal's statement on each payment page.

Firms using Confido's legacy platform will notice that surcharged fees get deposited to the operating account and are withdrawn at the end of the month as part of normal fee billing.
Firms using Confido's updated platform will not receive any surcharge amounts. Confido will hold the surcharge amounts and apply them to the firm's proceeing fees.

This article outlines the rules for surcharging and what to be aware of prior to passing fees on to clients.