What You Get With This Integration
- Allow clients to pay invoices and trust deposit requests electronically via secure payment link
- Automatically apply payments to invoices in Lawmatics
- Automatically apply payments on trust deposit requests to the client's trust account balance in Lawmatics
- Accept payments via credit/debit card or by bank transfer (ACH)
- Optionally charge credit card fees to the client at the time of payment
Integration Feature Details
Accept electronic payments
This integration allows clients to pay their invoices and/or trust deposits online using a credit/debit card or by bank transfer (ACH).
Basic trust accounting
Your trust accounting is made simple by allowing you to collect client payments as a trust deposit or automatically request trust funds and have them applied directly to the client's trust account balance.
Pricing transparency
There are no setup or termination fees for using the Confido Legal integration, and you are also made clearly aware of all credit card fee rates. These fees are simple flat rates, and you also have the option to charge the fees to the client or take them on yourself.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the Confido Legal business outcome with your intake and matter workflow.
- Map data fields and ownership between systems before any automation is enabled.
- Configure sync triggers, guardrails, and notifications for edge-case handling.
- Run staged QA with real scenarios and sign-off criteria from operations leadership.
- Publish SOPs and assign ongoing ownership for changes, monitoring, and resyncs.
QA and Handoff Controls
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Confido Legal + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Reap the full benefits of Lawmatics’ Time & Billing features with a Confido Legal account. Among other things, this will allow you to collect online payments directly through Lawmatics.
