Confido

Managing payments in a law firm can be a logistical nightmare—inefficiencies, miscommunications, and outdated systems often take the spotlight over the actual practice of law. Add to that the frustrations of late or non-paying clients, and financial management becomes a significant distraction.

Enter Confido, the payment acceptance and disbursement platform built specifically for legal professionals. By integrating seamlessly with popular case management systems, Confido simplifies transactions, reduces administrative burdens, and enhances client satisfaction. Because let’s face it, wouldn’t you rather spend time practicing law than managing invoices?

Streamlining Payments for Legal Professionals

Confido reimagines the payment process for law firms, offering tools that make handling transactions—from intake to final settlement—almost effortless.

Key features include:

• Automated Payment Plans: Set up recurring payments to improve collections while reducing manual tracking.
• Split Trust and Operating Transfers: Automatically allocate funds to the appropriate accounts, ensuring compliance.
• Mobile-Friendly Portals: Allow clients to pay securely from their phones, improving accessibility and convenience.

For firms embracing a paperless future, Confido eliminates the need for checks and wire transfers, replacing traditional methods with faster, safer digital alternatives. And with integrations into widely used platforms like Clio, LeanLaw, and QuickBooks, it ensures workflows are as seamless as possible.

Optimizing Collections and Building Client Trust

Collections can be a point of friction between law firms and their clients, but Confido smooths the process with flexible payment options:

• Flat-fee billing
• Subscription-based payments
• Evergreen retainers

These options give clients multiple pathways to settle accounts, reducing unpaid balances and strengthening trust. By storing payment methods securely for future transactions, Confido makes recurring payments effortless for clients and firms alike.

Split payment capabilities further ensure that both trust and operating accounts are properly credited—without adding to the administrative workload of legal staff.

Built-In Compliance: Reducing Risk, Maintaining Control

Trust account management is among the most sensitive responsibilities for law firms, and Confido handles it with precision. Processing fees are never applied to trust accounts, ensuring compliance with professional conduct rules. Automated features like trust-to-operating account transfers simplify bookkeeping while adhering to regulatory standards.

For firms looking to embed payment functionalities into their workflows, Confido offers robust developer tools. This ensures firms can maintain full control of their financial processes without navigating cumbersome systems.

A Game-Changer for Legal Payments

With over 500 law firms already onboard, Confido has proven its ability to transform financial management for legal professionals. By addressing inefficiencies, enhancing client relationships, and ensuring compliance, Confido sets a new standard for how law firms approach payments.

Whether it’s streamlining collections, improving cash flow, or ensuring regulatory adherence, Confido works as smartly as the lawyers who use it.

Isn’t it time your law firm had a payment platform designed to match your expertise? With Confido, the answer to your financial frustrations is finally here.