1 to 2 Weeks
Typical launch window
Includes payment configuration, invoice type setup, trust account routing, and automation testing.
Billing
CL Confido Legal
Reap the full benefits of Lawmatics' Time & Billing features with a Confido Legal account. Among other things, this will allow you to collect online payments directly through Lawmatics.
Certified build path
Data-safe rollout
Go-live support
Partner-grade
Implementation controls
Execution-ready
Rollout playbook
Implementation Proof
From kickoff through post-go-live support
0 Manual Steps
Payment-to-action automated
Payment confirmation triggers pipeline advancement, task creation, and matter updates.
100%
Trust/operating separation
MHSB verifies payment routing to ensure funds land in the correct bank account.
Flat Rate
Transparent processing fees
No setup fees, no hidden charges — clear credit card and ACH rates with optional client surcharging.
"We switched to Confido Legal because of the transparent pricing and trust account handling. MHSB wired the Lawmatics integration so retainer payments trigger our onboarding automation automatically. No more checking payment status manually."
Need the right implementation path first?
MHSB does more than connect tools. We help law firms choose the right Lawmatics audit, build, and optimization sequence before configuration begins.
Book a Strategy Consultation
Review Confido Legal mapping, workflow impact, QA controls, and rollout priorities with MHSB.
Audit vs Build Guide
Choose whether your firm needs an audit, a scoped build, or a phased combination before implementation starts.
How MHSB Works
See our fixed-fee delivery model for audits, custom builds, QA, training, and launch support.
Lawmatics Implementation FAQ
Get answers on timelines, scope, training, integrations, and ongoing support.
What You Get With This Integration
- Allow clients to pay invoices and trust deposit requests electronically via secure payment link
- Automatically apply payments to invoices in Lawmatics
- Automatically apply payments on trust deposit requests to the client's trust account balance in Lawmatics
- Accept payments via credit/debit card or by bank transfer (ACH)
- Optionally charge credit card fees to the client at the time of payment
Integration Feature Details
Accept electronic payments
This integration allows clients to pay their invoices and/or trust deposits online using a credit/debit card or by bank transfer (ACH).
Basic trust accounting
Your trust accounting is made simple by allowing you to collect client payments as a trust deposit or automatically request trust funds and have them applied directly to the client's trust account balance.
Pricing transparency
There are no setup or termination fees for using the Confido Legal integration, and you are also made clearly aware of all credit card fee rates. These fees are simple flat rates, and you also have the option to charge the fees to the client or take them on yourself.
Partner Implementation Blueprint
Estimated timeline: 1 to 2 weeks for standard setup including invoice types, payment routing, and automation testing.
- 1
Connect your Confido Legal account to Lawmatics through the Integrations settings page.
- 2
Configure invoice types for each billing scenario: consultation fees, retainer deposits, flat fees, and trust replenishments.
- 3
Verify that payment routing directs trust deposits to your IOLTA account and operating payments to your operating account within Confido Legal.
- 4
Build payment-triggered automations in Lawmatics for each invoice type.
- 5
Run end-to-end tests by sending test invoices, completing payment, and confirming automation triggers fire correctly.
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
When This Integration Is the Right Fit
- Immigration firm collects filing fees and retainer deposits through separate invoice types. Each payment routes to the correct account (operating or trust) and triggers the corresponding Lawmatics automation for case preparation.
- Family law firm sends consultation fee invoices automatically after booking confirmation. Payment through Confido Legal triggers the pre-consultation questionnaire and moves the lead to the scheduled pipeline stage.
- Estate planning firm uses Confido Legal trust deposit requests to collect advance costs for court filings. Payments are applied directly to the client trust account balance in Lawmatics.
- Criminal defense firm collects flat-fee payments before beginning case work. Payment confirmation triggers the case-prep workflow including conflict check and court calendar creation.
How This Fits into a Lawmatics Implementation Plan
A strong Confido Legal integration only works when field mapping, workflow ownership, QA, and team training are designed together. MHSB typically scopes this work as part of a Lawmatics audit, implementation project, or post-launch optimization engagement.
MHSB Integration Notes
MHSB Implementation Perspective
Confido Legal is a law-firm-specific payment processor that integrates with Lawmatics to handle invoice delivery, payment collection, and trust account deposits. The integration lets your firm send invoices from Lawmatics with secure Confido Legal payment links, and trigger automations when clients pay.
MHSB configures this integration with the same rigor we apply to any billing workflow: invoice types mapped to your billing scenarios, trust and operating account routing verified before go-live, and payment-triggered automations tested end-to-end. For firms that prefer Confido Legal’s transparent flat-rate pricing over other processors, this integration provides the same automation capabilities.
How Payment Processing Works
Lawmatics creates and sends invoices with a Confido Legal payment link. Clients click the link, pay via credit card, debit card, or ACH on Confido Legal’s hosted payment page, and the payment status flows back to Lawmatics. When the payment is confirmed, any automation tied to that invoice type fires automatically.
The key differentiator for law firms is trust account handling. Confido Legal separates trust deposits from operating revenue at the processor level, routing funds to the correct bank account based on the invoice type. MHSB tests this routing during setup because a misconfiguration creates compliance risk that may not surface until reconciliation or a bar audit.
Transparent Pricing and Client Surcharging
Confido Legal offers flat-rate processing fees with no setup or termination costs. Firms can optionally pass credit card processing fees to clients at the time of payment, subject to state bar rules. This pricing transparency is one reason firms choose Confido Legal over alternatives. MHSB helps you configure the surcharging option if your state allows it and your firm policy supports it.
Integration FAQ
How does Confido Legal differ from LawPay?
Both are law-firm-specific payment processors. Confido Legal emphasizes transparent flat-rate pricing and the option to pass credit card fees to clients. The Lawmatics integration works similarly for both — invoice delivery, payment processing, and automation triggers. MHSB helps you choose based on your firm pricing preference and state bar rules on fee surcharging.
Can we trigger different automations for different payment types?
Yes. Each invoice type in Lawmatics can trigger its own automation, so a consultation fee payment and a retainer deposit payment can fire completely different workflows.
Does Confido Legal handle trust account compliance?
Yes. Confido Legal separates trust and operating deposits at the payment processor level. MHSB verifies the routing during setup so funds land in the correct bank account.
Can we charge credit card processing fees to the client?
Yes. Confido Legal offers the option to pass credit card fees to the client at the time of payment, subject to your state bar rules. This is configured in your Confido Legal account settings.
Implementation Packages
Choose Your Confido Legal Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Confido Legal Launch Sprint
Account connection, invoice type setup, trust/operating routing verification, and payment-triggered automation for your primary billing scenario.
Ideal for: Firms connecting Confido Legal to Lawmatics for the first time.
Most Selected
Confido Legal Scale Hardening
Expand to all invoice types, build overdue follow-up automations, and implement multi-scenario payment workflows with trust accounting verification.
Ideal for: Firms with multiple billing models that need comprehensive payment automation.
Billing Operating System
Combine Confido Legal with QuickBooks integration, Lawmatics billing automation, and reporting for end-to-end invoice-to-collection governance.
Ideal for: Firms standardizing the full billing lifecycle from invoice creation through payment to financial reporting.
Related Billing Integrations
8L 8am LawPay
Send your 8am LawPay invoices directly from Lawmatics, either manually or via automation. All payments will still be collected through 8am LawPay, with Lawmatics acting as an intermediary for distributing invoices to clients as part of your workflow.
Q QuickBooks
Sync customers and invoices from Lawmatics to QuickBooks Online, keeping your firm's accounting records aligned with billing activity without manual double-entry.
Launch Confido Legal in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.
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