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How To: Request Trust Funds from a Client
How To: Request Trust Funds from a Client

The Confido Legal - LeanLaw Integration allows firms to accept trust deposits by credit/debit card and bank transfer directly to LeanLaw.

Jay Sanchez avatar
Written by Jay Sanchez
Updated this week

To make a trust request in LeanLaw, you'll need to integrate with Confido Legal. This guide explains the integration process and provides step-by-step instructions to get started.


How it Works

  1. Initiate a Trust Deposit Request: Effortlessly send a trust deposit request to your client through LeanLaw.

  2. Client Convenience: Clients receive an email with a secure link to make the trust deposit via credit/debit card or bank transfer (ACH).

  3. Automated Trust Accounting: Once paid, the deposit is automatically recorded in the client’s trust liability account within QuickBooks Online, ensuring compliance and accuracy.

  4. Communication Flexibility: Leverage your QuickBooks firm settings to include CC and BCC recipients for streamlined communication and tracking.

  5. Transparent Processing Fees: All payment processing fees are debited from the firm’s Operating Account, keeping trust accounts intact and compliant.

By integrating LeanLaw and QuickBooks Online, law firms can simplify trust management while providing a seamless payment experience for their clients.


Clear, Simple Pricing

  • 2.95% on most cards

  • 1% for ACH/e-check/same-day bank transfer acceptance with a $30 max

  • No monthly fees for LeanLaw users

  • Choose to automatically charge clients for credit card fees

  • Know exactly what you will pay; No more illegible processing statements and jargon


About Confido Legal

Confido Legal was born out of Seattle-based Gravity Payments by a team passionate about helping law firms succeed. For over a decade, Confido has helped law firms accept payments for both earned and unearned funds. We've built a team of attorneys, engineers, and trust/IOLTA account auditors focused on helping firms remain compliant with the rules of professional conduct while providing their clients with a simple payment experience.

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