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, Gravity 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 Gravity legal, and optionally, you can personalize the look and feel of the Gravity 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
Connecting QBO account
You will be prompted with a QuickBooks Online sign in dialog. Enter your QuickBooks credentials and click Sign In.
QBO sign in
Click Connect.
Connecting the QBO company
Success notification will pop out:
QBO successfully connected
Don't forget you still need to connect your bank account and enable different payment methods on Gravity Legal side. Gravity Legal offers help to get this done. For onboarding support, contact support@gravity-legal.com
Branding customization
You can set up your company branding inSettings > Branding
Branding setup example for company "M365 lawyer"
Once you configured your branding style, don't forget to confirm by clicking Save Changes at the bottom of the page.
Connecting the Gravity Legal company in Matter365 Settings
Once your Gravity Legal account is configured, you can connect it in Matter365 settings, by choosing Gravity Legal page.
Gravity Legal integration
Click Connect with Gravity Legal.
Connect with Gravity Legal
Sign in with your Gravity Legal credentials.
After signing in, you will see the following:
Gravity Legal company successfully connected
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.
Request a deposit from matter dashboard
Request deposit from trust accounting page
Fill in the deposit request details and click Send.
Request a deposit dialog
Notification will be shown and your deposit request will be sent to your customer over an email. This request will become visible in your Gravity Legal account as well.
Gravity Legal and QuickBooks Integration You can integrate your Gravity Legal and QuickBooks and use that integration in Matter365. This article covers the Gravity Legal QuickBooks integration, including how to setup the integration, accept payments ...
18.5.2021. Gravity Legal integration With Matter365/Gravity legal integration, you can reduce the administrative work and simplify the billing processes in your company. Send trust deposit requests directly through Matter365 Accept payments by ...
QuickBooks Online Integration If you’re using QuickBooks Online for your accounting, you can simplify some of the accounting workflows through Matter365 integration we offer. Setting up trust accounts, creating and managing invoices and generating ...
27.10.2021 Default Currency You can now choose a Default Currency in Matter365. To set the Default Currency go to Settings > Default Currency and Billing Rates: Simply click on your preferred Currency and that will implement the change. The Default ...
Default Currency To set a Default Currency go to the main "Settings" and then scroll down to "Default Currency and Billing Rates" : Once you open the Default Currency and Billing Rates page you can set your Currency through a drop-down menu: Simply ...