Confido Legal integration

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

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
A 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 the Confido Legal side.
Confido Legal offers help to get this done. For onboarding support, contact Confi

Branding customization

You can set up your company branding in Settings > 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 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.
Confido Legal integration
Click Connect with Confido Legal.
Connect with Confido Legal
Sign in with your Confido Legal credentials.

After signing in, you will see the following:
Confido 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 the matter dashboard
Request deposit from the 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 Confido Legal account as well.

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