Accept and Manage Payments Directly in LeanLaw
Collect retainers, accept client payments, and maintain trust accounting workflows with automatic QuickBooks synchronization.
How the Integration Works
Confido and LeanLaw create a connected financial workflow that reduces manual bookkeeping and simplifies trust accounting.
Generate Payment Request
Send trust requests and invoices to clients directly from LeanLaw.
Client Pays Securely
Clients pay by credit card, debit card, or ACH through a secure payment experience.
Payment Syncs Back
Transactions post to QuickBooks, keeping trust and operating accounts properly recorded.
Key Workflows
See how firms use Confido and LeanLaw to manage payments, trust funds, and financial operations.
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Invoice and Collect
Generate professional invoices and trust requests with built-in "Pay Now" functionality.
Accept Client Payments
Offer clients credit card, debit card, and ACH payment options.
Sync to QuickBooks
Automatically synchronize payment activity with QuickBooks Online.
Monitor Payments
Track payments, balances, and transaction status from one dashboard.
Manage Trust Transactions
Reduce reconciliation work with integrated trust accounting workflows.
Why LeanLaw + Confido?
Together, Confido and LeanLaw help firms improve collections, reduce administrative work, and support compliant trust accounting.
Flexible Payment Options
Accept credit cards, debit cards, and ACH payments to meet clients where they prefer to pay.
Reduce Administrative Work
Minimize manual bookkeeping with automatic synchronization and payment tracking.
Improve Client Experience
Provide convenient, transparent payment options that make it easier for clients to pay.
Support Trust Compliance
Maintain accurate records and real-time visibility into trust transactions.
