Continuously Innovating

Your firm’s online payment needs to constantly evolve. So do the technology-enabled possibilities for improving transaction speed, precision and security. That’s why we’re continually adding new ClientPay functionality to help you further improve profitability and serve clients better.

Here are the latest updates we’ve made to our cloud-based application.

innvoation

Latest integrated feature makes automated payments even easier

The new feature allows firms to collect payments on new invoices with no manual work. Automatic payment parameters can be set to daily, weekly, or monthly, with options to pay off the client’s balance partially or in full. This streamlines workflow and reduces the time firms spend collecting payments.

More About Connect Auto-Pay

Latest deployment automates reports

Our latest deployment (in November 2019) gives firms access to a new reporting tool. It’s everything you love about the payment manager — and it has the advanced functionality that customers have been asking for.

Rather than manually creating reports for the data you use on a regular basis, you can set up recurring reports. Then, have the reports emailed to you whenever you choose.

More About Reporting

May 2019 deployment makes payment entry faster

With the new deployment, law firms will experience a more modern user interface, increased payment customization and enhancements, and a column configurator that will provide more tailored search results.

The updates let law firms save time and streamline their credit card payment processing workflow. Test users experienced a 15-34% reduction in the time it takes to enter each payment. That time savings translates to a bottom-line benefit. Broken down, that means users eliminate up to 24 seconds per payment transaction.

More about the deployment
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