Accept and Manage Payments Directly in LeanLaw
LeanLaw helps law firms manage time, billing, and trust accounting with a powerful 2-way QuickBooks sync. Together with Confido, firms can automate payments, improve collections, and eliminate manual reconciliation.
Here's what it looks like with LeanLaw and Confido
Confido and LeanLaw create a connected financial workflow that reduces manual bookkeeping and simplifies trust accounting.
Generate Payment Request
Send digital trust requests to clients directly from LeanLaw
Approve Invoices
Generate and approve invoices in LeanLaw with payment links included
Client Pays Securely
Clients pay invoices individually or in bulk with full balance links
Payments Stay Connected
LeanLaw and QuickBooks records are updated automatically when clients pay
Key Workflows
See how firms use Confido and LeanLaw to manage payments, trust funds, and financial operations.
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Keep Client Balances Funded
True up evergreen retainers in bulk to keep client balances funded and optimize collections.
Automate Collections
Stop relying on staff to chase unpaid invoices. Confido and LeanLaw make it easy to send invoices with secure payment links, helping clients pay faster while reducing manual follow-up.
Cut the Cost of Getting Paid
Automatically charge the credit card fee to the client while still offering free-to-them methods like bank transfers or debit cards.
Built for High Volume Operations
When your firm runs hundreds or thousands of active matters, manual payment processes do not scale. LeanLaw’s bulk billing allows a single team member to generate and send invoices with a few clicks.
Everything Stays in LeanLaw
No separate platform for your staff to log into. Payments, reconciliation, and trust records are reflected in the system your team already uses.
Explore the Partnership
LeanLaw
Emery Wager
LeanLaw is the financial operating system for the small to mid-sized law firm. LeanLaw helps firms by automating the most important financial 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.
