Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Innovative Payment Plans - Here’s What’s New at Confido Legal!

24 Sept 2025 · 1 min

Watch on YouTube

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In this brief segment, the presenter outlines new payment plan capabilities in Confido Legal, including flexible down‑payment options and automated ongoing payments. The discussion highlights deeper integration possibilities with popular accounting platforms such as QuickBooks and Xero, emphasizing how these tools can be embedded into a law firm’s existing workflows. Additionally, the speaker notes a comprehensive overhaul of the Zapier integration, aiming to improve automation and connectivity for firms that rely on Zapier to link Confido Legal with other applications.

Chapters

to do cool new things like payment plan with a down payment. Awesome. And then subsequent, you know, a different down payment amount and a subsequent, you know, ongoing automated payment plan from there. More control over, you know, if you're integrating it with QuickBooks or Xero, there's ways to do that as well. So, you know, we, we think a lot about how can payments be integrated into the key workflows that the firm is already using. And so that's been a a good, good tool, and a lot of firms have been using the Zapier integration. So we decided to, to do an overhaul and an upgrade to that.