Overview
The Connect module allows your firm to sync time and billing data directly with LawPay Link. This integration enables you to accept payments that automatically post back to your matter management system, keeping your records up to date without manual entry.
⚡ The 4-Step Payment Flow
To begin, click Connect in the left navigation bar and select Make A Payment.
1. Search Criteria
Select how you want to filter your data (e.g., Client Name, Matter ID).
Tip: If you use the same field every time, check the box at the bottom to save your selection and skip this step in the future.
2. Search
Locate the specific invoices or trust ledgers you wish to pay.
Enter your parameters and click Search.
Mark the checkbox for the invoices you want to include.
Multiple Searches: You can perform multiple searches to gather various invoices into one session. Switch the dropdown from Current Search to Selected to review your list before continuing.
NOTE: Going back to Step 1 to change your "Search By" criteria will erase all currently saved selections.
3. Allocate
Distribute the funds across your selected items.
Manual: Enter specific amounts for each line item.
Automatic: Enter the total in Amount to Pay and let the system apply funds in your specified order.
NOTE: All trust payments must be manually applied.
4. Pay
Choose how you want to finalize the transaction:
Manual Entry: Use a saved Payer or enter new card details. If creating a new Payer, check Save As Payer to store their info for next time.
Send for Payment: Send a secure link to the client. This gives them 24-hour access to pay privately and ensures their full card information remains confidential.
📝 Additional Features
Receipts: You must enter an email address in the Receipts field for the client to receive an automated confirmation.
Custom A/R Message: This optional note is for internal use; it will not appear on the client's receipt but will be included when you post the payment back to your matter management software.