Integrated Payments

Get paid faster with embedded payment links, flexible payment methods, and automatic reconciliation.

Key features

What you get with Integrated Payments

Add payment options to every invoice.

Clients pay via bank, card, or check.

Set up installments or auto-deductions.

Payments automatically update accounting.

Auto-send confirmations for each payment.

Notify staff of payment issues instantly.

Keep exploring

Convert prospects into clients with intelligent forms and real-time conflict checks.

Trigger deadlines, checklists, and document templates automatically based on matter stages.

AI-tagged document storage with access control and instant retrieval.

From intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.