Importing Cases, Contacts & Time Entries (Q3 2023)
Trust Balances on Invoices (Q3 2023)
Trust balances can now be shown on invoices, letting clients know the health of their trust account and if it needs replenishment. Learn more here.
Option to CC an Email When Sending an Invoice (Q3 2023)
You now have the option to select “Add CC” and enter an email address for individuals interested in seeing invoices sent to clients. The link to pay is included, and the invoice is attached. Learn more here.
Recharging Cards from LawPay Classic to LawPay Pro (Q3 2023)
Client’s card information saved in LawPay syncs into LawPay Pro for on-the-fly processing. You can easily recharge a client’s credit card to pay an invoice, make a trust request or deposit funds into an account. Once you charge the card in LawPay Pro, it will automatically show up as a payment method the next time you go to collect payment. Learn more here.