Accept and Manage Payments Directly in SmartAdvocate
Cases move quickly. Payments often don't. Confido connects directly to SmartAdvocate so firms can automate collections, reduce administrative work, and get paid faster.
How the Integration Works
Confido and SmartAdvocate create a connected payment workflow that reduces manual entry and keeps payment records synchronized.
Generate & Send Payment Requests
Create invoices and automatically send secure payment requests from SmartAdvocate.
Clients Pay Digitally
Clients pay online using credit cards, debit cards, or eCheck, with funds routed appropriately.
Automate Collections & Reconciliation
Payment data syncs automatically, reducing reconciliation work and simplifying collections.
Key Workflows
SmartAdvocate firms manage high case volumes, complex trust accounting, and clients who don't always pay on time. The Confido workflow was built to automate the payment side so your staff can focus on cases, not collections.
Automate Collections
Stop chasing unpaid invoices and make it easy to send bills and reminders with flexible payment options baked in.
Keep Retainers Funded
True up balances in bulk using stored payment methods. Clients are notified, funds are collected, and trust is topped off.
Cut Costs 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.
No Separate Platform
Payments, reconciliation, and trust records stay synced, so you never have to log in to another platform.
Why SmartAdvocate + Confido?
Together, Confido and SmartAdvocate help firms collect payments faster, reduce manual work, and improve the client payment experience.
Less Manual Reconciliation
Payment activity syncs automatically, reducing data entry and keeping records accurate.
Built for Legal Compliance
Support trust and operating payment workflows with accurate records and payment tracking.
Faster Collections
Give clients convenient payment options and reduce delays caused by paper checks and manual follow-up.
Stay Connected
Track payment activity, balances, and invoice status directly within SmartAdvocate.
