The Payments Agent
Law firms collect payments across matters, stages, and fee structures—but connecting payment collection to the billing and matter record is still largely manual. The Payments Agent closes that gap: client-facing payment links generated from matters and invoices, disbursement workflows with structured approval, and every payment event reconciled against the client and billing record.
Built on Confido payment processing and connected to the platform's billing layer, payments are tracked, approved, and visible inside the client portal and matter workflow from the moment a link is sent to the moment funds are reconciled.
Capabilities
- Client-facing payment links generated directly from matters and invoices.
- Disbursement management with structured approval and audit trails.
- Confido-powered payment processing with webhook-driven reconciliation.
- Payment status visible inside the client portal and billing workflow.
- Subscription and instalment billing for alternative fee arrangements.
- Every payment event linked to matter, invoice, and client record for complete financial visibility.
From link to reconciliation
Payment links are generated directly from matter and invoice records—so the client sees the right amount, tied to the right work, with no manual step between billing and collection. Webhook-driven reconciliation updates the billing and matter record automatically when payment is received, eliminating the lag between collection and confirmation.
Disbursements and alternative billing
Disbursement management brings structured approval and audit trails to outgoing payments—so every disbursement is authorised, recorded, and traceable. Subscription and instalment billing supports alternative fee arrangements without requiring a separate system, keeping all payment structures in one governed place.