Legal Payments Built for Salesforce

Connect Confido with Salesforce to collect invoice and trust payments across the customized workflows your firm already uses.

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How the Integration Works

Confido connects payment collection with the Salesforce records and accounting workflows your firm already uses.

1

Create the Request

Generate invoice or trust payment links from the appropriate Salesforce client record.

2

Clients Pay Online

Clients pay securely by credit card, debit card, or ACH bank transfer.

3

Update Connected Records

Payments apply to Salesforce invoices or trust balances and sync with connected accounting systems.

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Confido Legal Overview

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Key Workflows

Support online payments across individual clients, bulk billing, client portals, and recurring payment plans.

Invoice and Trust Payments

Collect invoice payments and trust deposits through secure links generated in Salesforce.

Bulk Invoicing

Send invoices and payment links to multiple clients without creating individual requests.

Client Portal Payments

Let clients view invoices and pay securely through your Salesforce-powered portal.

Automated Payment Plans

Schedule recurring payments and apply each installment to the correct Salesforce invoice.

Why Salesforce + Confido?

Confido and Salesforce work together to support the financial workflows your firm has built around its clients and cases.

Customizable Workflows

Bring payment collection into the Salesforce processes your firm has configured.

Connected Accounting Data

Sync invoice payments, receivables, and trust activity with Accounting Seed or QuickBooks.

Less Manual Posting

Apply completed transactions without updating Salesforce invoices and trust balances by hand.

Secure Payment Processing

Use a SOC 2 and PCI-certified platform for card and bank payments.

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 payment 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 Salesforce?

See how Confido connects payment collection with your firm’s Salesforce, client portal, and accounting workflows.

Schedule a Demo

Get Started