Confido Legal integration
Setting up a new Confido Legal account
You can sign up for Confido Legal on this link.
When you first log in, you will be placed in Settings - Payment Methods. Select the payment methods you would like to accept and click Continue.
Complete the application and click Submit.
Once you have submitted your information, you will receive an email with your application for e-signature. Once you have signed the packet, Confido Legal will notify you by email when your account is ready to process payments.
Once you sign up you will have to enter your company info, connect your QuickBooks account in Confido Legal, and optionally, you can personalize the look and feel of the Confido Legal outgoing emails to your customers (text, colors, layout, your company logo).
This process is briefly described below, and you can get more help by contacting support@gravity-legal.com
Connect QuickBooks Online account
To connect your QBO account, head over to Settings > Integrations > New Integration and select QuickBooks
You will be prompted with a QuickBooks Online sign-in dialog. Enter your QuickBooks credentials and click Sign In.
Click Connect.
A success notification will pop out:
Don't forget you still need to connect your bank account and enable different payment methods on the Confido Legal side.
Confido Legal offers help to get this done. For onboarding support, contact support@gravity-legal.com Confi
Confido Legal offers help to get this done. For onboarding support, contact support@gravity-legal.com Confi
Branding customization
You can set up your company branding in Settings > Branding
Once you configured your branding style, don't forget to confirm by clicking Save Changes at the bottom of the page.
Connecting the Confido Legal company in Matter365 Settings
Once your Confido Legal account is configured, you can connect it in Matter365 settings, by choosing the Confido Legal page.
Click Connect with Confido Legal.
Sign in with your Confido Legal credentials.
After signing in, you will see the following:
Using the integration to request trust deposits from customers
Trust deposits can be requested either from a matter dashboard or from trust accounting page in Matter365.
Fill in the deposit request details and click Send.
Notification will be shown and your deposit request will be sent to your customer over an email. This request will become visible in your Confido Legal account as well.
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