Accept and Manage Payments Directly in Matter365
Connect Matter365 and Confido to collect invoices and trust payments while keeping financial records current.
How the Integration Works
From matter billing to recorded payment, Matter365 and Confido connect client payments with the workflows your firm already uses.
Create the Request
Build an invoice or trust request in Matter365 using client and matter information.
Clients Pay Online
Clients pay securely by card or ACH through a Confido payment link.
Records Update
Payments apply to the correct invoices or trust balances in Matter365 and QuickBooks.
Key Workflows
Bring payment collection into the matter-specific workspaces your team already manages through Matter365.
Invoice Payments
Let clients pay Matter365 invoices online through secure Confido payment links.
Trust Requests
Send trust deposit requests directly from Matter365 and update client balances.
QuickBooks Posting
Apply completed payments to the appropriate invoices and trust accounts in QuickBooks.
Account Mapping
Connect Confido bank accounts with the corresponding operating and trust accounts.
Why Matter365 + Confido?
Matter365 and Confido work together to connect client payments with the matters, accounting records, and tools behind them.
One Connected Workflow
Manage matters, invoices, and payment activity across Matter365 and QuickBooks.
Less Manual Posting
Apply payments without entering each transaction into invoices and trust records by hand.
Flexible Payment Options
Accept credit cards, debit cards, and ACH bank transfers through secure online checkout.
Optional Fee Recovery
Pass eligible credit card processing fees to clients where permitted.
Explore the Partnership
Law Practice in Six Words - Announcing our Integration with Matter365
Dan Lear
Confido Legal is pleased to announce an integration with Matter365, the only legal practice management solution that is fully integrated with Microsoft 365
Episode 47: Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365
Dan Lear
In this episode, Dan Lear speaks with Dragana Milovanovic from Matter365, a solution that fully integrates all data from Microsoft Office 365 applications.
