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How to integrate Confido Legal with LeanLaw
How to integrate Confido Legal with LeanLaw

How to connect LeanLaw, Confido Legal (previously Gravity Legal), and QuickBooks Online together for Lean Align (including LeanLaw Payments)

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

LeanLaw now offers an in-house solution for requesting and receiving payments, which aims to improve collection rate and time. This feature does require completing an integration with Confido Legal (previously Gravity Legal), which we'll cover here.

1. Sign up for Confido Legal

Log in to your LeanLaw account and navigate to the Confido Legal tab under Integrations. If you see a green graphic with all checkmarks, proceed to the next article here, otherwise, go ahead and select "Sign up to Learn More". If your firm as already signed up for Confido Legal go ahead and select "Login to Confido Legal".

When the connection is successful, you will see a message like this in LeanLaw:

Do note that only the first checkmark will be applied, as you'll need to complete the remaining steps to enable QuickBooks Online and payment processing.

If you encounter any errors, please contact

2. Connect Confido Legal and QuickBooks Online

These next steps are performed within Confido Legal and require admin access in QuickBooks Online, so make sure to follow accordingly.

On the left of your Confido Legal page select Settings, then Integrations, then the blue New Integration button. A dropdown will appear, from which you'll need to select "QuickBooks" and confirm your choice.

This prompts you with the same popup that LeanLaw used to authenticate an integration, but now instead it's Confido Legal. Approving the prompt completes the integration, and you're set!

The preferred settings for LeanLaw are to leave most of the settings within the QuickBooks integration "off", including accounting mapping. The only setting that needs to be switched to "on" is the "sync QuickBooks customers with Gravity Legal clients".

Changing the rest of the settings within this integration page may result in unsatisfactory results, so we do not advise turning any other settings on.

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