Confido Legal & Matter365

Matter365 is the only legal practice management solution that is fully integrated with Microsoft 365

Matter365 enables legal professionals to run their entire firm and all of their matters through a single pane of
glass. By creating dedicated, matter-specific spaces in all of a firm’s Microsoft applications, Matter365 allows
solo to midsize law firms to minimize time spent on administrative work while maximizing their billable
hours.

Now with Matter365 and Confido Legal, law firms can: 

• Send trust deposit requests directly through Matter365
• Automatically apply payments on trust deposit requests to the client's trust account balance in Matter365/Quickbooks
• Allow clients to pay invoices built in Matter365 by clicking secure payment links
• Automatically apply payments to invoices in Matter365/Quickbooks
• Accept payments by credit/debit card or by bank transfer (ACH)
• Optionally charge credit card fees to the client at the time of payment
• Pay no monthly, setup or termination fees
• Get complete pricing transparency - simple flat rates, so you always know what you will pay

Schedule a demo with us to learn more about how Confido and Matter365 work together.