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LawPay Integration

Easily integrate with LawPay to simplify your billing workflows and accept/process payments made via credit card and eCheck

Alexandrea Melhem avatar
Written by Alexandrea Melhem
Updated over a year ago

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:

  1. Navigate to Settings > Integrations

  2. Click on the Activate LawPay button

  3. Log in to LawPay (if not already logged in)

  4. Click the Allow button when prompted to authorize the integration

  5. 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)

  6. Choose your default payment accounts for your Operating and Trust Accounts (this will be client payments made to a Docketwise invoice)

  7. 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:

  1. Open the invoice for which you will be adding scheduled payments

  2. Click the toggle switch to active under the invoice's settings

  3. Choose whether the payments will be made via Credit Card or eCheck

  4. Fill out the necessary information relating to the payment plan and payment details

  5. 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:

  1. Open the invoice for which you will be processing and recording a credit card payment

  2. Click the Record Payment button

  3. Choose Credit Card as the payment type

  4. Enter the payment amount

  5. Add any additional payment details such as a description or associated charges (optional)

  6. Click the Billing Details → button

  7. Fill out the necessary information relating to the payment details

  8. 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:

  1. Open the invoice for which you will be processing and recording an eCheck payment

  2. Click the Record Payment button

  3. Choose eCheck as the payment type

  4. Enter the payment amount

  5. Add any additional payment details such as a description or associated charges (optional)

  6. Click the Billing Details → button

  7. Fill out the necessary information relating to the payment details

  8. 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:

  1. Open the invoice in which the payment is being refunded

  2. Click the ✏️ icon next to the payment that is being refunded

  3. Click the slider bar to active under the Refund this payment option

  4. Add an internal note for reporting purposes (optional)

  5. Click the Save Payment → button

Related Articles
Payment Plans with LawPay
Billing Clients on Docketwise
Creating an Invoice
Billing by Time
Creating a Trust Request
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