All-in-One Legal
Online Payments Solution

Legal payments software refers to the tool that helps law firms and legal professionals manage all their transactions. It allows law firms to accept payments, send invoices, and manage accounts. It allows the law firms to integrate third-party secure integrations to accept credit/debit cards or through payment platforms.

Law Firms accept/receive online payments securely and accurately through legal payments software, client portal, or directly through card payments or secure third-party integrated solutions such as ACH payments, Lawpay, and PayPal.

Clients receive their invoices or payment reminders through secure client portals or emails that also sometimes include their payment links for efficiency.

The billing process for law firms is simple and straightforward, which includes the following key steps:

• Client and case set up: The firm sets up a consultation with a client and, upon concluding, both parties sign an agreement outlining the terms of representation and the billing arrangements made, which could range from hourly, flat fee, or contingency.
• Time and expense tracking: Attorneys record the billable hours they spend on the case and any other expenses related to the client or case, often using legal time tracking software such as CaseFox, which directly integrates the time into invoices, making billing and invoicing easier.
• Invoice preparation: Depending on whether the billing arrangements made were monthly or case-based, bills are drafted with descriptions of services given, hours spent, expenses, and the rates.
• Payment Collection: Clients have the option to pay in full or in installments, as agreed upon during the agreement process, using the payment methods offered by the firm, including checks, cards, ACH, and secure online payment portals.

The payment software helps by automatically processing tasks such as generating invoices, sending payment reminders to clients, and recording payments. It allows firms to get paid faster by offering clients various secure and reliable ways to pay, such as credit cards, debit cards, ACH transfers, and digital wallets.

Additionally, it ensures that legal trust accounting regulations are adhered to by protecting and separating client funds. Overall, payment software improves cash flow, enhances client experiences by offering convenient payment methods, and streamlines business operations.

CaseFox is the leading legal payment software in the industry, and here is why:

• All-in-one solution: CaseFox is a program designed to bring together all the most important law firm payment features on one platform. This tool includes time tracking, billing clients with invoices, trust or operating accounts, and online payments.
• Secure payment methods: Secure payment methods through debit and credit cards, Lawpay, PayPal, and ACH transfers are secure and convenient for clients.
• Automated billing and invoicing: Recurring billing and bulk invoicing generation with LEDES billing formats help save your time and, at the same time, reduce any chance of errors.
• IOLTA and trust account compliance: CaseFox is very strict on its compliance with legal trust fund regulations. It splits operating and trust accounts and automates fund management so that your firm never has legal issues.
• Detailed reports and analytics: Download audit-ready reports on payments, billing, expenses, and trust accounts to help firms maintain full transparency.
• Cloud-based mobile access: Helps lawyers, firms, and staff manage payments, billing, and invoicing remotely.

These features offered by CaseFox are what make this software a premier choice for law firms looking for an efficient and reliable legal software solution.

Casefox is an all-in-one legal practice management platform that is designed to meet the requirements of law firms and different legal professionals. The software combines legal tools, including legal case management for organizing case or client files, performance management, tracking time and expense entries with automated billing and invoicing features, trust and operating account management, document drafting, and generating, analyzing through CaseFox AI.

If your client wants to pay by credit card, CaseFox makes it easy by providing secure credit card payment facilities through the legal client portal. The client needs to add card details in the client portal. You can set up a recurring payment plan, too, in case of fixed billing, to streamline the legal billing process.

CaseFox offers a range of billing and invoicing features designed to simplify law firm operations. It includes customizable invoice templates that allow you to add your firm's logo and client details.

Generate multiple invoices at once with bulk invoicing, and use standard LEDES billing formats, automatically track billable time and expenses. The software is also integrated with QuickBooks and Xero for simple and accurate accounting and supports automatic recurring invoices.

It also gives your clients a secure portal where they can view and pay their bills on time and stay updated once the payment goes through, keeping all finances updated and organized.

We use third-party vendors LawPay and PayPal for payment accepting and both the platforms are PCI compliant.

The features that a law firm should consider when choosing an online payments system are, firstly, how easily the software can be integrated into your firm's workflow, your billing tools, and have flexible payment options.

Some key features to consider would be:
• Strong security and compliance
• The software should have multiple payment methods
• Easily integrate other billing and accounting software
• Clear invoice payments and reminders

Law firm payment processing is about securely accepting and handling money from clients. Clients choose a payment method, such as credit card, bank transfer, or online portal. The law firm then processes the payment through a trusted system, ensuring funds go to the right account, whether it's an operating or trust account. After the payment, confirmation messages are sent.

To be able to accept payments from clients with CaseFox software the process is:

1) Log in to your account and make sure you have admin privileges
2) Go to Apps -> Payments
3) Choose the third-party integration you want to link (Law Pay or PayPal)
4) Enter your account details - follow the steps

Once your payment gateway is set up, all you need to do is the next time you are creating an invoice, enable the pay online option. Send the invoice to your client, who will receive a secure link to make the payments through cards, ACH, or digital wallets. Once the payment is made, you will receive an instant notification for the transaction.

Here is a simple list of payment methods supported by CaseFox:
• Credit cards
• Debit cards
• ACH (Automated Clearing House) payments
• PayPal
• LawPay (a payment platform designed specifically for legal professionals)

Yes, CaseFox enables customers to schedule automatic billing cycles and payments. It is easy to set up automated billing, which allows clients to make automatic recurring payments. It makes it easier to manage and predict client payments, regardless of whether the firm bills by the hour or charges a flat fee.