Legal Payments Built for NetSuite

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

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How the Integration Works

Your firm manages high case volumes, complex trust accounting, and clients who don't always pay on time. Confido was built for exactly that workflow: automating the collection and posting of payments so your staff can focus on cases, not collections.

Generate Invoices

Your staff generates and approves an invoice in NetSuite using their existing workflow

Send Payment Requests

Payment requests can be automatically sent from NetSuite

Clients Pay Securely

Client pays digitally and the funds are routed to the correct trust or operating account

Payments Stay Connected

NetSuite records are updated automatically

Store Payment Methods

Keep clients’ digital payment methods securely on file

Bulk Charge Payments

Bulk charge stored payment methods for outstanding balances

Confido Legal Overview

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Key Workflows

See how firms use Confido + NetSuite to streamline payments.

Automate Collections

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

Keep Retainers Funded

True up evergreen balances in bulk using stored payment methods. Clients are notified, funds are collected, client trust balance is replenished - all without the client taking action.

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*.

Everything Stays in NetSuite

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

Why NetSuite + Confido?

Confido and NetSuite work together to connect legal payments with your firm’s broader financial operations.

Connected Operations

Get greater control over payment collection, account funding, and financial records.

Two-Way Synchronization

Keep payment and billing activity aligned as updates move between Confido and NetSuite.

Reduced Reconciliation

Apply transactions to client balances without matching and entering every payment by hand.

Built for Legal Funds

Manage trust and operating payments across accounts with legal-specific payment controls.

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.

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.

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 payments 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.

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.

Jared Bona

Bona Law

Ready to Integrate Confido with NetSuite?

See how your firm can manage client payments, recurring collections, and trust funding through a connected financial workflow.