Overview
LawPay is the go-to online payment solution for the legal industry. Connect your existing LawPay account to Docketwise or sign up for a new LawPay account and start getting paid easier, more securely, and 39% faster.
Docketwise integrates with LawPay, so your clients can pay Docketwise invoices by credit card or eCheck right into your LawPay account. Additionally, you can easily report on payments and payment plans made via the LawPay integration.
Note: Payments made or recorded directly on LawPay (outside of the Docketwise-LawPay integration) will not be reflected in Docketwise.
Contents
Setting Up the Integration
In order to set up the integration, you will need to follow the steps below:
Navigate to Settings > Integrations
Click on the Activate LawPay button
Log in to LawPay (if not already logged in)
Click the Allow button when prompted to authorize the integration
Select which bank account in Docketwise should be connected with each bank account in LawPay for your Operating and Trust Accounts (or use the import option to create a new bank account in Docketwise)
Choose your default payment accounts for your Operating and Trust Accounts (this will be client payments made to a Docketwise invoice)
Click the Save and Return button
You can always set these default accounts (and make any other changes) after activating your LawPay integration by navigating to Settings > Integrations.
Note: Client credit financing/Pay later accounts are not currently supported by the integration.
Receiving Payments into Trust vs Operating
In order to receive payments into your Operating Account, you will need to make a Bill and set a default operating account under your LawPay integration settings.
Alternatively, to receive payments into your Trust Account, you will need to make a Trust Request and set a default trust account under your LawPay integration settings.
Payment Surcharges
If your LawPay account has the option enabled to pass on the credit card processing fee surcharge to clients, this will be done automatically via the LawPay integration.
Important Notes:
This option for passing on the surcharge the client must be enabled directly your LawPay account by a member of the LawPay team for this functionality to work within Docketwise.
The surcharge fee is based on a percentage that applies to all credit card transactions
Surcharge amounts are not currently shown in the invoice itself but can be referenced within Payments Reports.
Surcharges can be added for both one-off credit card/eCheck payments and payment plans/scheduled payments made via the LawPay integration. Below, you can see how this appears for both credit card payments and payment plans/scheduled payments.
Payment Plans
When creating a payment plan via the LawPay integration, the surcharge amount automatically appears after entering:
Credit Card Payments:
Installment amount
Card number
CVV code
eCheck Payments:
Installment amount
Bank account number
Routing number
One-off Payments
Similarly, when recording a one-off credit card/eCheck payment or when a client is making a payment via the LawPay integration, the surcharge amount automatically appears after entering:
Credit Card Payments:
Payment amount
Card number
CVV code
eCheck Payments:
Payment amount
Bank account number
Routing number
Additional Resources:
Payment Plans with Scheduled Payments
Payment plans made via the LawPay integration allow you to periodically charge your clients (via credit card/eCheck) on a set frequency until the balance on their invoice has been paid. Payment plans can be enabled for both Bills and Trust Requests.
In order to set up a payment plan, you will need to follow the steps below:
Open the invoice for which you will be adding scheduled payments
Click the toggle switch to active under the invoice's settings
Choose whether the payments will be made via Credit Card or eCheck
Fill out the necessary information relating to the payment plan and payment details
Click the Create Payment Plan button
Notes:
Deleting an invoice that is associated with an active payment plan / scheduled payments in LawPay will also delete the scheduled payments in LawPay as well.
Deactivating the LawPay integration will delete any scheduled payments that were made via the LawPay integration with Docketwise.
If you cancel your Docketwise account, scheduled payments in LawPay that were created via the Docketwies integration will remain in LawPay unless unless the above actions are taken.
Sending an Invoice for a Client to Pay
With the LawPay integration, you can send your invoice to a client to get paid directly and have these payments reflected on your invoices in Docketwise. When a client receives an invoice, they can choose to pay either via credit card or eCheck.
You can share invoices directly via email or text message, in bulk via email or text message, or via the client portal:
You can also click here to preview the client experience of paying invoices.
Paying an Invoice with a Credit Card
If you already have a credit card on file provided by the client and are authorized to charge them through this method, you can process charges for work done, expenses incurred, etc.
In order to process and record a credit card payment in Docketwise, you will need to follow the steps below:
Open the invoice for which you will be processing and recording a credit card payment
Click the Record Payment button
Choose Credit Card as the payment type
Enter the payment amount
Add any additional payment details such as a description or associated charges (optional)
Click the Billing Details → button
Fill out the necessary information relating to the payment details
Click the Submit Payment button
If you prefer, you can also share the invoice directly with your client for them to make Credit Card payments. Learn more.
Paying an Invoice via eCheck
If you already information to charge a client via eCheck on file provided by the client and are authorized to charge them through this method, you can process charges for work done, expenses incurred, etc.
In order to process and record an eCheck payment in Docketwise, you will need to follow the steps below:
Open the invoice for which you will be processing and recording an eCheck payment
Click the Record Payment button
Choose eCheck as the payment type
Enter the payment amount
Add any additional payment details such as a description or associated charges (optional)
Click the Billing Details → button
Fill out the necessary information relating to the payment details
Click the Submit Payment button
If you prefer, you can also share the invoice directly with your client for them to make eCheck payments. Learn more.
Refunding Payments
With payments recorded via the LawPay integration, refunds can be automatically triggered directly from within Docketwise for the associated payment in LawPay.
If you need to refund a payment made on an invoice, you can do so by following the steps below:
Open the invoice in which the payment is being refunded
Click the ✏️ icon next to the payment that is being refunded
Click the slider bar to active under the Refund this payment option
Add an internal note for reporting purposes (optional)
Click the Save Payment → button