Submit your suggestions and upvote existing ideas.
allowing the customer to receive engagement letter and invoice in a single email, and have the payment go to my trust account.
How often would you use this request?
several times a week |
Thank you for your suggestion. If you are connected to LawPay or TimeSolvPay and have the client portal setup, you should see an option 'Allow Online Payment Through Client Portal' when creating a new retainer invoice. When checked, the email should include a payment link. Please feel free to reach out to support if you have questions regarding setting up payment processor and client portal.

sounds good to me.