About Confido Legal
An embedded payment processing and disbursements platform designed for law firms and legal technology companies. It supports credit card and ACH payments, automated trust account routing, and real-time digital disbursements.
Confido Legal is a specialized payment processing and disbursement platform built specifically for the legal industry. It addresses the unique compliance requirements of law firms, such as IOLTA trust accounting, by automating the routing of funds into appropriate bank accounts. The platform offers a dual-path approach: a direct solution for law firms to manage billing and collections, and an API-first embedded finance solution for legal tech developers. Key capabilities include automated payment plans, credit card surcharging, and real-time digital disbursements. The service integrates with major legal practice management software like Clio, Litify, and LeanLaw, as well as accounting tools like QuickBooks Online. While the platform is highly specialized, it provides a robust suite of tools for firms looking to modernize their financial operations and reduce administrative overhead. Pricing is transparent with no monthly or annual subscription fees, though a one-time onboarding fee applies for firms not integrating through a partner.
Pros & Cons
- +Automates trust account compliance and fund routing to reduce manual accounting errors.
- +Offers transparent, flat-rate pricing with no monthly or annual subscription fees.
- +Provides a robust GraphQL API for legal tech platforms to embed payment functionality.
- +Supports real-time digital disbursements for settlements and unused retainers.
- +Integrates natively with popular legal practice management and accounting software.
- −Requires a $500 one-time concierge onboarding fee for firms not using an integrated partner.
- −Disbursement fees are charged per transaction, which may impact firms with high-volume payout needs.
- −Credit card surcharging availability is subject to state-specific ethics regulations.
Features
Key features
- Trust Account Compliance
- Automates routing of client funds into trust or operating accounts to maintain compliance with professional conduct rules.
- Digital Disbursements
- Enables real-time digital payouts for settlements, awards, or unused retainer funds.
- GraphQL API
- Provides a unified API for legal tech platforms to embed payment workflows, UI components, and SDKs.
- Automated Payment Plans
- Supports recurring billing and automated payment plans for client retainers and invoices.
- Credit Card Surcharging
- Allows firms to automatically charge credit card processing fees to clients in states where permitted.
Additional features
- Payment Links
- Generates secure, one-click payment requests for invoices and trust deposits.
- Real-Time Audit Trails
- Tracks all payment and disbursement activity for reconciliation and reporting.
- Card Account Updater
- Automatically updates expired, lost, or stolen card details for stored payment methods.
- Split Payments
- Routes funds from a single client payment into multiple bank accounts based on invoice items.
- Sandbox Environment
- Offers fast onboarding and testing tools for developers to build embedded finance experiences.
- Subscription Billing
- Automates recurring legal service billing directly within the client experience.
- Disbursement Tracking
- Provides real-time status updates for digital payouts to clients and third parties.
Pricing
Monthly plans
Pay-as-you-go
per usageContact sales
No monthly/annual fees. ACH: 1% ($30 cap). Credit Cards: 2.95%. Disbursements: $3/transaction.
Source: vendor pricing pageCountries & Languages
Interface languages
Billing currencies
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About Confido Legal
An embedded payment processing and disbursements platform designed for law firms and legal technology companies. It supports credit card and ACH payments, automated trust account routing, and real-time digital disbursements.
Confido Legal Details
Confido Legal's In-App Market Place
Does Confido Legal have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
5
Mini Apps
1. Stripe: A popular payment gateway that allows users to easily accept credit card payments through Confido Legal.
2. PayPal: Another payment gateway option that enables users to accept payments via PayPal on their Confido Legal platform.
3. QuickBooks Online: Integration with QuickBooks Online for seamless accounting and bookkeeping capabilities.
4. LegalZoom: Direct access to legal document templates and expertise from LegalZoom for users of Confido Legal.
5. Google Analytics: Track and analyze website traffic and user behavior on Confido Legal using Google Analytics integration.
Pricing Options
Plans
Monthly plans
Pay-as-you-go
per usageContact sales
No monthly/annual fees. ACH: 1% ($30 cap). Credit Cards: 2.95%. Disbursements: $3/transaction.
Source: vendor pricing pageAccepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (CHF), CNY (¥), SEK (kr), NZD ($), KRW (₩), SGD ($), NOK (kr), MXN ($), INR (₹), RUB (₽)
Pros & Cons
- Automates trust account compliance and fund routing to reduce manual accounting errors.
- Offers transparent, flat-rate pricing with no monthly or annual subscription fees.
- Provides a robust GraphQL API for legal tech platforms to embed payment functionality.
- Supports real-time digital disbursements for settlements and unused retainers.
- Integrates natively with popular legal practice management and accounting software.
- Requires a $500 one-time concierge onboarding fee for firms not using an integrated partner.
- Disbursement fees are charged per transaction, which may impact firms with high-volume payout needs.
- Credit card surcharging availability is subject to state-specific ethics regulations.
Confido Legal's Support Options
Email Address
support@confidolegal.comContact
866-569-9725Documentation
https://docs.confidolegal.comCommunity Forums
https://community.confidolegal.comLive Chat
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