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
Initiate a Trust Deposit Request: Effortlessly send a trust deposit request to your client through LeanLaw.
Client Convenience: Clients receive an email with a secure link to make the trust deposit via credit/debit card or bank transfer (ACH).
Automated Trust Accounting: Once paid, the deposit is automatically recorded in the client’s trust liability account within QuickBooks Online, ensuring compliance and accuracy.
Communication Flexibility: Leverage your QuickBooks firm settings to include CC and BCC recipients for streamlined communication and tracking.
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
3.45% on AMEX (Effective April 1st, 2025, learn more here)
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.