Concierge onboarding tailored to your firm 

We work with your team to set up your Confido Legal account, integrate payments into your processes, add your branding, migrate your data and make sure you are fully supported. At the end of this process, you will have an optimized payment collection process and the tools to provide clients with a standout payment experience.

What's included...
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Automation Setup

  • Custom QuickBooks integration set up
  • Custom Zapier "Zaps" built for you to automate payments into your processes
  • Custom Clio integration setup
  • Intake payment workflow setup
  • Are you having an engineer build custom-coded workflows for your firm? We provide developer support for your engineers
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Branding and Data Migration

  • Custom payment page branding design
  • Client imports
  • Custom payment page set up
  • Embedding payment pages on your firm's website
  • Subscription legal services automated billing setup
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Training and Support

  • Two set up calls to make sure you have Confido configured to your firm's processes
  • Unlimited chats, emails, and on-demand calls
  • Additional training sessions with your billing teams
  • Personalized walkthrough of the Confido Legal Settings
  • Personalized strategies for chargebacks risk mitigation