Integration with payment gateways for online payments

Purpose

1.1. Automate online payment processing for family law attorneys, enabling secure, compliant, and efficient transactions between clients and the firm.
1.2. Automating invoice generation, payment notifications, reconciliation, and client payment verification for improved billing workflows.
1.3. Automate reporting for internal compliance, trust account funding, and court-ordered receipts.
1.4. Automate integration with practice management, CRM, and accounting systems for end-to-end payment automation.

Trigger Conditions

2.1. Invoice generation and dispatch to client.
2.2. Client initiates payment via online portal or payment link.
2.3. Payment status update (success, failure, partial, or pending).
2.4. Requirement for automated trust account transfer or compliance documentation.
2.5. Automated reminders for upcoming or overdue payments.

Platform Variants

3.1. Stripe
• Feature/Setting: Configure API keys in Dashboard → Developers → API Keys. Automate “PaymentIntent” and webhook for payment status updates.
3.2. PayPal
• Feature/Setting: Enable REST API and webhooks under Developer Portal. Automate “/v2/checkout/orders” endpoint for payment capture.
3.3. Square
• Feature/Setting: Configure API access token; automate “CreatePayment” endpoint to capture payments and “Webhooks” for status.
3.4. LawPay
• Feature/Setting: Set up API token in portal; automate trust/operating account designation and “Transactions API” for status.
3.5. QuickBooks Payments
• Feature/Setting: Integrate via Intuit Developer “Payments API”. Automate “create payment” and “retrieve status” flow.
3.6. Braintree
• Feature/Setting: Use Merchant ID and API credentials. Automate “Transactions.sale” function and webhook notifications.
3.7. Authorize.Net
• Feature/Setting: Use API Login ID and Transaction Key. Automate “createTransactionRequest” API for payments.
3.8. Adyen
• Feature/Setting: Automate “/payments” API with merchant API key and configure “notifications/webhooks” endpoint.
3.9. Worldpay
• Feature/Setting: Configure API credentials in the dashboard. Automate “orders” and “payments” endpoints for processing.
3.10. Mollie
• Feature/Setting: Automate “Create payment” via their REST API with API key. Webhook for payment status.
3.11. GoCardless
• Feature/Setting: Automate “payments” endpoint for direct debit and configure “Webhook endpoint”.
3.12. Razorpay
• Feature/Setting: Use API key/secret for “Orders API” and automate payment capture and webhook configuration.
3.13. WePay
• Feature/Setting: Automate via “/checkout/create” and “/checkout/find” endpoints after OAuth token generation.
3.14. Venmo (via PayPal or Braintree)
• Feature/Setting: Automate via respective platforms, configure PayPal “/v2/payments” or Braintree “Venmo” flow.
3.15. Wise (formerly TransferWise)
• Feature/Setting: Automate “Create a payment” and “Monitor payment status” via Wise API.
3.16. Apple Pay (via Stripe, Square)
• Feature/Setting: Enable in payment platform dashboard and automate “token” capturing for payments.
3.17. Google Pay (via Adyen, Stripe)
• Feature/Setting: Configure payment tokenization, automate server-side verification.
3.18. Klarna
• Feature/Setting: Automate via “Pay now” API or “Orders API”, set webhook for payment completion.
3.19. BlueSnap
• Feature/Setting: API credentials setup; automate “/payment” and “/transaction” endpoints, configure notifications.
3.20. 2Checkout (now Verifone)
• Feature/Setting: API key setup; automate “/orders/create” and receive payment status through IPNs.
3.21. Payoneer
• Feature/Setting: Configure “Receive” and “Payouts API” for incoming client payments, and automate balance checks.
3.22. FreshBooks Payments
• Feature/Setting: Automate “Invoice.create” and “Payment.create” functions using FreshBooks API key.

Benefits

4.1. Automates payment processing, reducing manual entry and human error.
4.2. Automated compliance by directing funds to appropriate trust/operating accounts.
4.3. Automates client communication—notifications, reminders, and receipts.
4.4. Automated reconciliation and reporting for audits and internal reviews.
4.5. Automating time tracking and billing reduces non-billable hours for family law professionals.
4.6. Secure payment automation, protecting client financial data.
4.7. Boosts cash flow through timely and automated payments.
4.8. Scalable automation for multiple case/client payments.
4.9. Automates integration between practice management, accounting, and compliance systems.
4.10. Improves client satisfaction via fast, transparent, and automated payment experiences.