Professional Services

Law Firms

Trust-compliant payments for law firms of every size.

Payments for law firms must respect IOLTA/trust rules, retainer replenishment, and ABA guidance on fees. We build that on day one.

Average savings opportunity: 18%7–14 day onboarding1,500+ merchant environments evaluatedDemo proof points — verify before final launch.

Industry payment challenges

  • Trust account rules that generic processors ignore.
  • Card fees taken out of trust deposits (a compliance problem).
  • Retainer replenishment done manually.
  • Multi-matter reporting hard to produce.

Relevant services

Common software integrations

Recommended payment methods

  • ACH for retainers (compliant)
  • Card via trust-safe gateways
  • Recurring retainer replenishment

Reporting needs

  • Per-matter and per-attorney reporting.
  • Trust vs. operating account separation.
  • Retainer aging and replenishment activity.

Security considerations

  • Fees debited from operating, not trust.
  • Tokenized retainer payment methods.
  • IOLTA-aware gateway configuration.

Implementation Process

  1. 1

    Trust Compliance Review

    We confirm gateway and workflow meet trust rules for your jurisdiction.

  2. 2

    Integrate to Practice Management

    Clio, PracticePanther, or MyCase (via integration) wired in.

  3. 3

    Enable Retainer Automation

    Replenishment moves to tokenized recurring.

Related case studies

All case studies →
Legal
Law firm moved retainers to ACH with trust separation

Fees on retainers reduced ~70%, trust compliance clean.

Frequently asked questions

Is this IOLTA-compliant?+

Yes, when configured with trust-safe gateways and operating-only fee debits.

Do you support Clio?+

Yes, along with PracticePanther, MyCase, and similar platforms.

Contingency vs. hourly?+

Both are supported. Reporting stays clean either way.

Multi-office firms?+

Per-office and per-matter views out of the box.

Talk to an industry specialist

Tell us about your setup — we'll return honest, industry-specific recommendations.

Get a Payment Solution

Step 1 of 5

A short qualification assessment for Law Firms. Takes about a minute.

What kind of business is this?

Choose the closest match — we tailor the options we review.

Ready to see what your setup could look like?

Book a working session focused on law firms. Clear recommendations, no obligation.

  • • 150+ software platforms reviewed
  • • 1,500+ merchant environments evaluated
  • • Under 24-hour average response time
  • • 7–14 business day onboarding