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Accept Payments
Directly in Litify

Confido connects directly to your Litify billing workflows. Clients pay digitally and reconciliation happens automatically.

Here's what it looks like with Litify and Confido

The Confido integration helps law firms automate the process of accepting and posting online payments directly in Litify.

1

Send Payment Requests

When a new intake or matter opens in Litify, Confido generates a secure link for initial consult or retainer payments. Optionally, store the client’s payment method securely for future use.

2

Clients Pay Securely

Add payment links to invoices or retainer requests individually or in bulk using the Litify billing app. Clients pay single invoices or all outstanding at once.

3

Manage Trust Balances

Confido monitors trust balances against balance thresholds set on the matter and automatically generates replenishment requests.

4

Payments Stay Connected

All payments post back to the correct matter and account in Litify without manual entry.

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See the integration in action

Key Workflows

See how firms use Confido and Litify to simplify billing, collections, and client payments.

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Automate Collections

Stop relying on staff to chase unpaid invoices. Confido and Litify make it easy to send bills and reminders with flexible payment options included.

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Keep Client Balances Funded

If you rely on evergreen retainers, maintaining trust balances can turn into a constant back-and-forth with clients. Confido automates replenishment so matters keep moving and your team stays focused on the case.

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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 (For a list of state by state laws and ethics rules or surcharging, get our guide).

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Built for High Volume Operations

When your firm runs hundreds or thousands of active matters, manual payment processes do not scale. Litify’s bulk billing app allows a single team member to generate and send invoices with a few clicks.

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Everything Stays in Litify

No separate platform for your staff to log into. Payments, reconciliation, and trust records are reflected in the system your team already uses.

Why Litify + Confido?

Together, Confido and Litify help firms collect payments faster, reduce administrative work, and improve the client payment experience.

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Faster Collections

Give clients convenient payment options and reduce delays caused by checks and manual follow-up.

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Less Administrative Work

Automatically sync payment information to reduce manual entry and reconciliation tasks.

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Built for Legal Compliance

Support trust and operating payment workflows with accurate records and payment tracking.

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Better Client Experience

Offer secure card and eCheck payment options through a modern payment experience.

Litify and Confido

Resources for Firms

Article
• Oct 29, 2023
• 1 min read

Litify

Emery Wager Emery Wager

Litify is a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter.

Article
• Dec 31, 2024
• 4 min read

What is the Evergreen Retainer Billing Model?

Emery Wager Emery Wager

The evergreen retainer is a billing arrangement where a client provides an upfront retainer that must be replenished once the client's balance drops.

The integration between Confido Legal and Litify will directly improve profitability for law firms by allowing them to collect more and get paid faster. We're excited to add Confido Legal to our partner ecosystem and empower law firms with the flexibility to build a seamless, integrated solution for their firm that provides them with a single place to do their work.
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Dov Slansky
VP, Strategy and Innovation
Confido Legal has significantly streamlined our accounts receivable process. It's easy to create a secure payment link that I can send through our regular billing system or via email. The platform makes it easy to check whether payments have been made and follow up with clients promptly regarding outstanding balances. It takes a fraction of the time compared to our prior processor.
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Anne Marie Sargent
Connor & Sargent, PLLC
Before working with Confido Legal, processing client payments was time-consuming and required a lot of manual follow-up. Their integration made it easier for our team to track payments, helping us convert accounts receivable into cash faster.
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Shannon Valliere
CunninghamLegal
Confido helped us create a system that automatically splits client payments based on the items in each invoice and routes the funds to the right bank accounts. Money for client payment for government filing fees goes directly into our trust account, while earned fees go into our operating account. The client pays once, and everything else happens behind the scenes. It’s saved us a lot of time and made the payment experience much simpler for our clients.
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Samuel Susser
Siskund Susser
Confido offers our clients the seamless convenience of paying online. This saves administrative time for us and them and automates an essential part of our business.
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Jared Bona
Bona Law

Ready to Integrate Confido with Litify?

Book a demo and we'll work through where Confido can improve automation and optimize collections inside your existing Litify workflows.