Legal Payments Built for Salesforce
Connect Confido with Salesforce to collect invoice and trust payments across the customized workflows your firm already uses.
How the Integration Works
The Confido integration helps law firms automate the process of accepting and posting online payments directly in SalesForce.
Send Payment Requests
When a new intake or matter opens in Litify, Confido generates a secure link for initial consult or retainer payments. Optionally, store the client’s payment method securely for future use.
Clients Pay Securely
Add payment links to invoices or retainer requests individually or in bulk using the Salesforce billing app. Clients pay single invoices or all outstanding at once.
Manage Trust Balances
Confido monitors trust balances against balance thresholds set on the matter and automatically generates replenishment requests.
Payments Stay Connected
All payments post back to the correct matter and account in Litify without manual entry.
Key Workflows
See how firms use Confido and Salesforce to simplify billing, collections, and client payments.
Automate Collections
Stop relying on staff to chase unpaid invoices. Confido and Litify make it easy to send bills and reminders with flexible payment options included.
Keep Client Balances Funded
If you rely on evergreen retainers, maintaining trust balances can turn into a constant back-and-forth with clients. Confido automates replenishment so matters keep moving and your team stays focused on the case.
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 (For a list of state by state laws and ethics rules or surcharging, get our guide).
Built for High Volume operations
When your firm runs hundreds or thousands of active matters, manual payment processes do not scale. Litify’s bulk billing app allows a single team member to generate and send invoices with a few clicks.
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Everything Stays in Salesforce
No separate platform for your staff to log into. Payments, reconciliation, and trust records are reflected in the system your team already uses.
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.
