LeanLaw

Jessi McCullough

Melissa Schaefers

Heather Martin

Why LeanLaw Payments Is Better Than Traditional Payment Tools (like QuickBooks Payments)

LeanLaw Payments

Connecting LeanLaw, Confido Legal, and QuickBooks Online to help your firm streamline invoice and trust collections.

Getting Started with ePayments: Confido Legal Integration

The essential steps to get started with Confido Legal.

Getting Started with ePayments: Confido Legal Application

Answers to common questions about Confido Legal when getting started.

Getting Started with ePayments: FAQ

How to add or update a trust bank account to your Confido Legal profile for accurate Trust Accounting

Adding a Trust Bank Account to Your Confido Legal Profile

Everything you need to get up and running with LeanLaw Payments. Learn how to apply, complete setup, connect your accounts, and start accepting payments quickly and confidently — with clear guidance at every step.

How to Get Started

This chart explains what reason codes when when a payment is returned so you have the information in order to notify your client.

Confido Legal return payment codes

Guide on setting up recurring payments in Confido Legal & recording them in LeanLaw. Streamline billing and recoup outstanding invoices

How to Create a Payment Plan for Outstanding Invoices

Learn how to accept and manage payments directly in LeanLaw. This collection walks through sending payment links, collecting trust and invoice payments, syncing with QuickBooks Online, and tracking transactions — all designed to streamline your billing workflow and get you paid faster.

Using Payments in LeanLaw

Learn about the changes toward American Express processing fees for Confido Legal users.

April 1, 2025 | FAQ: AMEX Fees for Confido Legal Payment Processing in LeanLaw

Best practices for collecting payments efficiently and professionally. Explore strategies for improving cash flow, choosing the right payment methods, handling partial payments, and communicating clearly with clients — all while staying compliant and organized.

Billing Best Practices

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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