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
Matter365 brings legal practice management directly into Microsoft 365. Confido extends that experience with secure payments, automated trust accounting, and seamless synchronization with Matter365 and QuickBooks.
Generate Invoices
Staff creates an invoice or trust deposit request directly within Matter365
Send Payment Requests
Secure payment requests are sent to clients without leaving the Microsoft 365 workflow
Clients Pay Securely
Client pays digitally and the funds are routed to the correct trust or operating account
Payments Stay Connected
Payments automatically update invoices and client trust balances in Matter365 and QuickBooks
Key Workflows
Bring payment collection into the matter-specific workspaces your team already manages through Matter365.
Modernize Trust Accounting
Collect trust deposits electronically and automatically apply payments to the correct client trust balance in Matter365 and QuickBooks, eliminating manual reconciliation.
Keep Everything Inside Microsoft 365
Matter365 gives firms a single pane of glass for managing matters. Confido extends that experience by embedding secure payments directly into the workflow your team already uses.
Simplify Billing and Reconciliation
Invoices, trust deposits, payment status, and accounting records stay synchronized across Matter365 and QuickBooks, reducing duplicate work and bookkeeping errors.
Secure Payments Built for Law Firms
Accept credit cards and ACH with secure payment links while maintaining the trust accounting workflows your firm depends on.
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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. Benefit from transparent pricing.
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.
Resources for Firms
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.
