Accept and Manage Payments Directly in SmartAdvocate
Confido connects directly to your SmartAdvocate billing workflows. Clients pay digitally and reconciliation happens automatically.
Here's what it looks like with Smart Advocate and Confido
Your firm manages high case volumes, complex trust accounting, and clients who don't always pay on time. Confido was built for exactly that workflow: automating the collection and posting of payments so your staff can focus on cases, not collections.
Generate Invoices
Your staff generates and approves an invoice in SmartAdvocate using their existing workflow
Send Payment Requests
Payment requests can be automatically sent from SmartAdvocate
Clients Pay Securely
Client pays digitally and the funds are routed to the correct trust or operating account
Payments Stay Connected
SmartAdvocate records are updated automatically
Store Payment Methods
Keep clients’ digital payment methods securely on file
Bulk Charge
Bulk charge stored payment methods for outstanding balances
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 relying on staff to chase unpaid invoices. Confido and SmartAdvocate make it easy to send bills and reminders with flexible payment options baked in.
Keep Retainers Funded
True up evergreen balances in bulk using stored payment methods. Clients are notified, funds are collected, client trust balance is replenished - all without the client taking action.
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.
Everything Stays in Smart Advocate
No separate platform for your staff to log into. Payments, reconciliation, and trust records are reflected in the system your team already uses
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.
