Overview
Giving your clients online access to LawPay Link allows them to manage their payment methods, view transaction history, and pay outstanding balances through a secure portal.
Note: Payers can only use the Pay Invoices feature for invoices created within the internal invoicing module or managed via a Connect module. Without these, access is limited to wallet management and history.
✉️ Inviting New Users
Follow these steps to grant a client access to the Payer Portal:
Open Payer Record: Navigate to the specific Payer's details.
Toggle Access: On the Payer Information tab, locate the Login Access toggle to the right of their email address.
Confirm & Save: Switch the toggle to On, click Confirm in the pop-up, and then click Save at the bottom of the page.
Welcome Email: The system will send a welcome email containing the login URL and instructions to create a custom password.
🛠️ Managing User Access
Once access is granted, you can manage the user directly from their Payer Details page using the following actions:
Reset Password: Click the blue key icon to send a password reset link to the client.
Revoke Access: Click the red delete icon to disable their portal login immediately.
Email Changes: Do not simply edit the email field. If a client’s email changes, delete the old access and re-invite them using the new address to ensure the login functions correctly.
🔗 Associating Invoices (Connect Users)
If you use a Connect module, you must define what the payer is allowed to see in their portal.
Go to the Associations tab within the Payer record.
Click the "+" (Add) button.
Search: Filter by Client Name, Matter Number, or Invoice Number.
Select & Link: Check the boxes for the items you want the client to see and click Create Association.
