Overview
The Connect integration includes a Payer Portal that allows clients to log into LawPay Link to view open invoices, make payments, manage saved payment methods, and review transaction history. For more foundational details, you can learn more about Payers here.
Managing Content with Associations
If you are using a Connect module, each saved Payer profile includes an Associations tab. This feature controls exactly which data—such as specific clients or matters—the user can retrieve and view from your database.
How to set up Associations:
Navigate to Payers in the left navigation bar.
Search for an existing payer and click Edit, or select Add Payer to create a new one.
Open the Associations tab.
Click the Add Association (+) button.
Use the Search By field to find specific customers and set parameters (e.g., limit view by Client Name or Matter Number).
Check the box next to the desired results.
Click Create Association.
Repeat these steps until all necessary access restrictions are in place.
Inviting New Users
Once associations are configured, you can grant the client online access to the portal.
How to enable login access:
On the Payer Information tab, locate the Login Access toggle to the right of the email address.
Switch the toggle from Off to On.
A confirmation message will appear once the welcome email is successfully sent.
The client will receive an email containing the login URL and instructions to create a custom password.
‼️ Managing Users: You can use the red delete button or the blue password reset button on the Payer Details page to manage existing users.
Important: Email Address Changes
While the system allows you to edit the email address on the Payer Information screen, login access will break if the email is simply changed. If a client changes their email address, the best practice is to delete the old address entry entirely and add the new one as a fresh record.