How To Use LawPay With Rocket Matter
Rocket Matter now integrates with LawPay, a custom card acceptance solution for attorneys. Utilizing Rocket Matter’s Portal, you can now accept payments from your clients online, and have them tied directly to the invoice. This means, less data entry and more of what you do best, being a lawyer!
Tools You’ll Need:
– Rocket Matter
– A LawPay Account
– And Clients registered to Rocket Matter’s Portal
You are now able to share an invoice to your Client’s portal with just a click of the mouse. From there, your client can easily pay that invoice and all of the ledgers will be updated automatically.
The first thing you’ll need to do is enable the Portal feature and invite your client to it. If you have not done this yet, please view our video with specific instructions on everything Portal.
Once the portal is enabled and your client has registered to it, you can enable the LawPay feature. To do so, you will navigate to the Admin section of Rocket Matter. Then click on set up LawPay.
A window will pop up with fields to enter the Account User ID and the Account Site Key. These will be for the Operating and Trust accounts. The site ID is provided to you by LawPay. If you do not have this, please contact LawPay at 1-800.459.5798 or by email at firstname.lastname@example.org. Once you enter these items, click OK.
Now that LawPay has been set up, let’s process an invoice and share it with our client. First, let’s navigate to a matter we have a pending invoice amount for. We will click that amount.
Then, click invoice.
We will process the invoice and as always, the file is automatically saved to the matter documents.
We will navigate to the matter documents and see the invoice file there. Click on the blue arrow next to the file name. This will prompt a window to open asking Who can see this item? Enter the name of the client you have invited to the portal and select their name from the yellow auto completer. Please note, that you may share this invoice to multiple people that have been invited to the portal by clicking add another. Then click ok.
This will trigger an email to be sent to the client automatically notifying them that new information has been added to the portal.
The client will login to the portal and see the invoice file available for download. They will also see a green billing box in the top right hand corner of their dashboard.
They will click the pay now button to begin entering their billing information. Your client can update their billing address. Then, they can edit the amount to be paid, enter the name on the credit card, the card number, expiration date and security code. Then click submit payment.
The client will see that the payment has been successfully processed and they will be automatically returned to the dashboard where they will see the updated balance amount.
In Rocket Matter, we will see that the matter ledger has been updated with the client’s payment with the description: paid from portal. You will also see this payment in the payments received report.
The Rocket Matter Portal and LawPay will make accepting payments from clients easy and worry free. If you have any questions, please contact your friendly product specialist here, at Rocket Matter.