Pay in your firm's workflow
Use tokenized payment links for invoices and trust requests without requiring client intranet access. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.
What this module covers
- Invoice payment links
- Trust request links
- Client payment flow
How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.
See it with your own example
Send a test request and walk through what the client sees, which record receives the payment, and how staff confirm its status.
Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.
Explore related modules
Share the workflow you want to improve, and ask us to show how Pay could support it.
Book a discovery call