Client Payment Collection |
Let clients pay you directly — online retainer requests, saved payment information, embedded payment links, and recurring payments.
With CosmoLexPay, you can receive online payment directly into your Trust or Operating accounts.
To reduce payment friction associated with entering client payment information, firms and client portal users can now securely save and reuse payment methods for both credit cards and ACH/eCheck methods.
If you are using CosmoLexPay
Using Recurring Payments allows a firm to offer more flexible payment options to their clients. You can give your clients a payment plan that lets them pay your firm in instalments on a mutually agreed upon amount and frequency. Since the system will automatically collect the amount on the specified date, it frees you from tracking payments.