Since this is directly connected to the LawPay integration, you will first want to have your LawPay integration set up and have a trust merchant account with LawPay. Learn about the LawPay integration here.
First, you will want to know the specific dollar amount you are looking to receive from your client. When you’re ready to send your request, follow these instructions.
What Your Client Sees
When they click on that link, they’ll be taken to a payment screen provided by the LawPay portal. Here, they will be able to enter their payment information and click Submit Payment.
The payment amount will not only appear as a deposit in your trust bank (via LawPay), but your records in CosmoLex will automatically be updated. For that matter, a deposit will be entered for you (with a credit card payment icon), and the retainer balance will be updated.