Law Firm Payment Processing

This capability is described as configured in Lawmatics. MHSB implementation and support for Clio and MyCase are described on the Clio and MyCase platform pages.

Give clients convenient ways to pay while keeping funds compliant and easy to reconcile. Offer online payments without compromising trust accounting requirements.

Client-Friendly Payments

• Card and ACH options: Let clients choose how they pay.
• Payment links: Add a secure pay button to invoices and emails.
• Payment plans: Split balances into scheduled installments.

Trust Accounting Controls

• Separate accounts: Route funds to trust or operating accounts correctly.
• Compliance guardrails: Avoid commingling with automated rules.
• Clear audit trails: Track every deposit and transfer.

Faster Reconciliation

• Matter-level posting: Apply payments directly to the right case.
• Accounting sync: Keep ledgers accurate without re-entry.
• Deposit visibility: See pending and completed payouts at a glance.

Transparent Client Experience

• Receipts and confirmations: Provide instant proof of payment.
• Fee clarity: Show processing fees when applicable.
• Secure storage: Protect sensitive payment data.