Introduction
When integrating LawPay with ZenCase for e-billing, proper configuration is key to ensuring trust transactions are processed accurately and recorded in the trust account from the outset. This guide focuses on setting up your LawPay integration proactively so that payments and trust payments are always directed to the correct account and appear on the trust transaction page without issues.
Why Proper Setup Is Essential
ZenCase's LawPay integration streamlines payment processing, but the settings you configure determine whether payments go to your trust account or operating account. By setting up e-billing correctly at the firm, client, and matter levels—and selecting the right account when generating invoices—you ensure your transactions are never misdirected or missing.
Step-by-Step Guide to Configuring LawPay for E-Billing
To set up e-billing with LawPay in ZenCase effectively, follow these steps to configure settings at each level and ensure trust transactions are handled properly.
1. Configure Firm-Level Settings
Firm-Level settings establish the default behavior for LawPay across all clients and matters.
How to Access: Log in to ZenCase, go to the Firm Settings menu, locate the integrations section, and select LawPay.
What to Do: Find the option to “Create Trust Deposit” and enable it. This permits trust payments by default.
Key Point: This setting ensures trust transactions are an option firm-wide unless overridden.
2. Configure Client-Level Settings
Client-level settings let you tailor LawPay behavior for specific clients.
How to Access: Navigate to the client’s profile in ZenCase and find the settings.
What to Do: Verify that
Inherit Lawpay Account Settingsfor the client is reflecting your preferences for the client.Key Point: This step customizes the setup for clients with specific payment needs, overriding firm defaults if necessary.
3. Configure Matter-Level Settings
Matter-level settings offer precise control for individual matters.
How to Access: Open the specific matter in ZenCase and locate the LawPay integration settings.
What to Do: Verify that
Inherit Lawpay Account Settingsfor the matter is reflecting your preferences for the matter.Key Point: This guarantees that matter payments are processed for specific matters, even if firm or client settings differ.
Best Practices for a Seamless Setup
Start with Firm Defaults: Enable trust transactions at the firm level to cover most scenarios, then adjust client or matter settings as needed.
Check New Clients and Matters: When adding a client or matter, confirm that LawPay settings align with your trust payment requirements.
Team Training: Educate staff on selecting the trust account for invoices to maintain consistency.
Let us know if you have any questions!