Legal Payments Built for NetSuite

Connect Confido with NetSuite to manage invoices, trust requests, payments, and client balances through one coordinated financial workflow.

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How the Integration Works

Confido and NetSuite exchange payment and billing activity automatically, helping your firm keep both systems current without duplicate entry.

1

Create the Request

Generate invoice and trust payment links directly within NetSuite.

2

Collect Client Payments

Clients pay securely by credit card, debit card, or same-day ACH.

3

Sync the Results

Payment activity flows back to NetSuite and updates client balances automatically.

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Confido Legal Overview

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Key Workflows

See how firms use Confido + NetSuite to streamline payments.

Payment Operations

Manage individual and high-volume transactions across the trust and operating accounts.

Invoice and Trust Payments

Collect invoice payments and trust deposits directly from secure links created in NetSuite.

Bulk Autopay

Process multiple scheduled client payments in one step to support recurring collection workflows.

Evergreen Containers

Automatically request and collect funds when client trust balances need replenishment.

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.

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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 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.

Schedule a Demo

Get Started