Use the Confido Legal Salesforce integration to automate and track the flow of money throughout a case
Salesforce is the leading cloud CRM system, allowing law firms to completely customize their processes and workflows.
Now with Salesforce and Confido Legal, law firms can:
- Allow clients to pay invoices and trust deposit requests electronically by clicking secure payment links
- Automatically apply payments to invoices in Salesforce
- Sync invoice payment and accounts receivable data to accounting systems like Accounting Seed and QuickBooks
- Automatically apply payments on trust deposit requests to the client's trust account balance in Salesforce and in accounting systems like Accounting Seed and QuickBooks
- Send invoices in bulk
- Add invoices and payment links to a Salesforce-powered client portal
- Accept payments by credit/debit card or by bank transfer (ACH)
- Optionally charge credit card fees to the client at the time of payment
- Setup automated payment plans and apply those payments to Salesforce invoices
- Access our SOC-II and PCI certified payments platform
- Get complete pricing transparency, so you can easily plan and forecast
Schedule a demo with us to learn more about how Confido Legal and Salesforce work together.
