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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 over a week ago

Note: Make sure to check with our team during the setup process. We'll be able to flip a couple of necessary switches and make the process possible. Just send us a message letting us know that you'd like to get set up, and we can assist 👍

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 all cards

  • 1% for ACH or e-check 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.

Getting Set Up with Confido

https://www.gravity-legal.com/support/lean-law-integration-onboarding

Connecting Confido to your LeanLaw and QuickBooks Online Accounts

https://www.gravity-legal.com/support/lean-law-integration-setup

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