1 to 2 Weeks
Typical launch window
Includes invoice type setup, payment-triggered automation wiring, and end-to-end payment testing.
Billing
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.
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
Invoice-to-action automated
Payment confirmation triggers pipeline advancement, task creation, and matter updates automatically.
100%
Trust/operating routing verified
MHSB tests every invoice type to confirm funds land in the correct bank account.
ABA Approved
Compliant payment processing
LawPay handles PCI compliance and trust account separation so your firm stays bar-audit ready.
"Our intake coordinator used to check LawPay five times a day to see if consultation fees were paid. MHSB wired the automation so that payment triggers the entire prep workflow automatically. She got two hours of her day back and nothing falls through the cracks anymore."
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 8am LawPay 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
- Send 8am LawPay invoices from Lawmatics, manually or via automation
- Create custom invoice types to differentiate consultation fees, retainer deposits, flat fees, and trust replenishments
- Trigger an automation when a particular invoice type is paid, advancing the client through your pipeline automatically
- View a history of all 8am LawPay invoices sent from Lawmatics as well as their status
- Maintain trust and IOLTA compliance by routing payments through LawPay's ABA-approved payment processing
- Give your team real-time payment status visibility without switching between LawPay and Lawmatics
Integration Feature Details
Send invoices
Upon connecting Lawmatics to 8am LawPay, seamlessly send invoices via Lawmatics, no further setup required. Payment collection will continue to take place in 8am LawPay. Lawmatics generates the invoice and delivers it to the client via email with a secure payment link. The client clicks the link, pays through LawPay's hosted payment page, and the payment status updates in both systems. Your firm never has to copy invoice details between platforms or manually confirm that a payment went through.
Automate invoicing process
Invoices can be delivered via automation and they can be used to trigger an automation upon payment. Use custom invoice types to trigger different actions when different types of invoices are paid, such as a consultation fee vs. a retainer fee. For example, when a new lead books a consultation, Lawmatics can automatically send a consultation fee invoice. When that fee is paid, a second automation fires to send a welcome packet, assign the matter to an attorney, and move the contact to the next pipeline stage. This payment-triggered chaining is the core differentiator of the LawPay integration and the feature MHSB builds most of our billing automations around.
View invoice status
Easily access a list of all 8am LawPay invoices sent via Lawmatics as well as key data such as the invoice status and what matter it pertains to. Your team can filter by status (pending, paid, overdue) and see at a glance which clients have outstanding balances. This eliminates the need to log into LawPay separately to check on a specific payment and keeps your intake coordinators and billing staff aligned on where every invoice stands.
Trust account handling and compliance
LawPay is an ABA-approved payment processor built specifically for law firms, which means it understands the separation between trust (IOLTA) and operating accounts. When you configure invoice types in Lawmatics, you can designate whether a payment should route to your firm's trust account or operating account within LawPay. This routing happens at the payment processor level, so funds land in the correct bank account without your team needing to manually transfer or reclassify deposits. MHSB verifies this routing during setup because a misconfiguration here creates a compliance problem that may not surface until a bar audit.
Partner Implementation Blueprint
Estimated timeline: 1 to 2 weeks
- 1
Connect your 8am LawPay account to Lawmatics through the Integrations settings page. You will authenticate with your LawPay credentials, and Lawmatics will confirm the connection is active.
- 2
Create your invoice types in Lawmatics under Settings > Integrations > LawPay. Define a separate invoice type for each billing scenario your firm uses: consultation fees, retainer deposits, flat fees, trust replenishments, and any other recurring charge.
- 3
Configure your LawPay account to route payments to the correct bank accounts. Verify that trust account deposits and operating account payments are directed to separate accounts as required by your state bar.
- 4
Build your payment-triggered automations in Lawmatics. For each invoice type, define what should happen when payment is received: pipeline stage advancement, task assignment, email or document delivery, and matter creation or update.
- 5
Run end-to-end tests by sending test invoices for each invoice type, completing payment through LawPay, and confirming that the automation triggers fire correctly and the payment status updates in Lawmatics.
QA Checklist
- Invoices for each invoice type are delivered to the client's email with a working LawPay payment link.
- Payments collected through LawPay are reflected in Lawmatics with the correct status (paid) and the payment amount matches the invoice.
- Payment-triggered automations fire within the expected timeframe and execute all configured actions (pipeline move, task creation, email send, matter update).
- Trust account and operating account payments route to the correct bank accounts in LawPay, verified by checking LawPay transaction records against invoice type configuration.
Common Handoff Risks
- Invoice type misconfiguration: if invoice types are not set up before building automations, payment-triggered workflows will not fire. Every automation that depends on a payment event must reference a specific invoice type.
- Payment webhook failures: if the connection between LawPay and Lawmatics is interrupted or credentials expire, payment status updates will stop flowing into Lawmatics. Automations that depend on payment confirmation will stall silently until the connection is restored.
- Trust vs. operating account routing: if a consultation fee invoice type is accidentally configured to route payments to the trust account (or vice versa), the funds land in the wrong bank account. This creates a commingling risk that may not be detected until bank reconciliation or a bar audit.
When This Integration Is the Right Fit
- A family law firm books consultations through Lawmatics and needs to automatically send a consultation fee invoice after booking confirmation. When the fee is paid via LawPay, the automation advances the lead to the consultation-scheduled pipeline stage and sends a pre-consultation questionnaire.
- A personal injury firm collects retainer deposits at the point of engagement. After the initial consultation, an automation sends a retainer agreement and a LawPay invoice for the retainer fee. When the client pays, the automation triggers matter creation, assigns the attorney, and moves the contact into the active-client pipeline.
- An immigration firm handles multiple fee types per case: filing fees, flat-rate service fees, and trust deposits for anticipated costs. Each fee type is configured as a separate invoice type in Lawmatics so that the correct LawPay account receives the funds and the correct follow-up automation fires when payment is received.
- A criminal defense firm needs to collect flat-fee payments upfront before beginning case work. The intake automation sends the fee invoice immediately after the engagement letter is signed. Payment confirmation triggers the case-prep workflow, including conflict check assignment and court date calendar creation.
How This Fits into a Lawmatics Implementation Plan
A strong 8am LawPay 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
MHSB treats the LawPay integration as the billing backbone of your Lawmatics automation system. Most law firms that come to us already have a LawPay account, but they are using it as a standalone invoicing tool: manually creating invoices in LawPay, emailing payment links to clients, and then checking back later to see if the payment came through. The integration changes that by letting Lawmatics handle invoice creation and delivery while LawPay handles payment processing, and connecting the two with automations that react to payment events.
When we configure this integration, we start by mapping out every billing scenario your firm uses: consultation fees, retainer deposits, flat fees, trust replenishments, and any other payment type. Each one becomes an invoice type in Lawmatics with its own automation trigger. The goal is to eliminate every manual step between “client owes money” and “payment received, next workflow step fires.” For a typical family law or criminal defense firm, this means the intake coordinator never has to manually check whether a consultation fee was paid before preparing for the appointment. The system handles it.
How the Integration Works
The LawPay integration is a two-way connection between Lawmatics and your 8am LawPay account. Lawmatics sends invoices outbound (either manually or through automations), and LawPay sends payment status updates back to Lawmatics when clients pay. The client experience is straightforward: they receive an email from Lawmatics containing a secure payment link, they click the link and land on a LawPay-hosted payment page, and they pay with a credit card, debit card, or eCheck. Your firm never handles raw payment data, and Lawmatics never stores card numbers.
The real power is in what happens after the payment. When LawPay confirms that a specific invoice has been paid, Lawmatics receives that confirmation and checks whether there is an automation tied to that invoice type. If there is, the automation fires immediately. This is the payment-triggered automation model, and it is what turns a basic billing integration into an intake and matter management accelerator.
Payment-Triggered Automations in Practice
The most common automation we build for firms is the consultation-fee-to-intake-prep chain. Here is how it works: a new lead fills out a contact form, Lawmatics creates a contact and sends a booking confirmation email. That email includes (or is followed by) a consultation fee invoice sent through the LawPay integration. When the lead pays the consultation fee, the payment-triggered automation fires and does the following without anyone on your team lifting a finger: moves the lead to the “consultation scheduled” pipeline stage, sends a pre-consultation questionnaire, assigns a task to the intake coordinator to prepare the case file, and blocks the consultation calendar slot from being reassigned.
For firms that collect retainers, we build a similar chain: after the initial consultation, the attorney marks the contact as “ready to engage” and the automation sends a retainer agreement plus a retainer deposit invoice. When the retainer is paid, the automation creates the matter, assigns the attorney and paralegal, and moves the contact into the active-client pipeline. Every step that used to require someone to check LawPay, update a spreadsheet, and manually trigger the next action now happens automatically.
Trust Account Compliance and Account Routing
Trust account handling is not optional for law firms, and it is the area where a misconfigured integration creates the most risk. LawPay was built for law firms specifically because it understands the difference between trust and operating accounts. When a client pays an invoice, LawPay routes the funds to the bank account associated with that payment type in your LawPay configuration.
MHSB verifies this routing during implementation by testing each invoice type end-to-end: we send a test invoice, complete a test payment, and confirm that the funds appear in the correct LawPay ledger (trust or operating). We also confirm that the corresponding automation fires correctly so there is no gap between “payment received” and “next step triggered.” If your firm uses QuickBooks alongside LawPay, the accounting sync picks up these transactions and routes them to the correct ledger accounts on that side as well, maintaining a clean audit trail from invoice creation through payment collection to financial reporting.
Integration FAQ
Does Lawmatics process the payment, or does LawPay?
LawPay processes the payment. Lawmatics creates and sends the invoice with a LawPay payment link, but all payment processing, PCI compliance, and fund routing happens through your LawPay account. Lawmatics never touches the client's payment information.
Can we trigger different automations for different invoice types?
Yes, and this is the primary reason to set up multiple invoice types. Each invoice type can trigger its own automation, so paying a consultation fee can start a completely different workflow than paying a retainer deposit or a flat fee.
What happens if a client does not pay the invoice?
The invoice remains in pending status in Lawmatics. You can resend the invoice to the client without creating a new one. If your firm uses overdue follow-up automations, you can build a time-based trigger that sends a reminder email after a set number of days.
Do we need a specific LawPay plan for this integration?
The integration works with any active 8am LawPay account. There is no special plan or add-on required on the LawPay side. You do need to have your LawPay account configured with the correct bank accounts for trust and operating deposits before connecting to Lawmatics.
Can we use LawPay and Confido Legal at the same time?
Lawmatics supports both payment processor integrations, but most firms use one or the other as their primary processor. If your firm has a specific reason to use both (for example, LawPay for credit card payments and Confido Legal for trust deposits), MHSB can configure invoice types and automations to route to the appropriate processor. However, running two payment processors adds complexity to your reconciliation workflow, so we recommend choosing one unless there is a clear operational reason to use both.
How quickly does the payment status update in Lawmatics after a client pays?
Payment status updates are typically reflected in Lawmatics within a few minutes of the client completing payment through LawPay. The update is driven by a webhook from LawPay to Lawmatics, so the timing depends on the webhook delivery. If you notice a delay longer than 15 minutes, check the integration connection status in Lawmatics settings. MHSB monitors this during the initial go-live period to catch any connection issues early.
Implementation Packages
Choose Your 8am LawPay Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
LawPay Launch Sprint
Invoice type creation, payment-triggered automation for your primary billing scenario, and end-to-end payment testing with trust/operating verification.
Ideal for: Firms connecting LawPay to Lawmatics for the first time and needing automated consultation or retainer fee collection.
Most Selected
LawPay Scale Hardening
Expand to all invoice types (consultation, retainer, flat fee, trust replenishment), build overdue follow-up automations, and implement multi-scenario payment workflows.
Ideal for: Firms with multiple billing models that need payment-triggered automation across different fee types.
Billing Operating System
Combine LawPay with QuickBooks integration, Lawmatics billing automation, and reporting standards for end-to-end invoice-to-collection governance.
Ideal for: Firms standardizing the full billing lifecycle from invoice creation through payment collection to financial reporting.
Launch 8am LawPay in Your Lawmatics Workflow
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