More than 150,000 legal professionals in the U.S. and Canada trust their payments to LawPay. LawTap is an Official LawPay Integration Partner.
The LawTap - LawPay integration makes it simple for lawyers to accept credit card and eCheck payments online for client bookings on LawTap.
Learn more at https://lawtap.com/integrations/lawpay.
In this article, we take you through the process of connecting and using LawPay on LawTap.
Requirements
- LawTap subscription in the USA or Canada; and
- LawPay account.
Connecting LawTap to LawPay
Note! This is a one-time connection that only needs to be done once for all lawyers in your firm.
To connect LawTap to LawPay:
- Sign in to LawTap.
- Select Integrations in the top bar.
- In LawPay, select Connect to LawPay.
- Enter your LawPay login information and then select Continue.
- Follow the instructions on the LawPay website to finalize the connection.
- LawPay redirects you to LawTap, where the "Successfully connected to LawPay" notification displays.
Setting LawPay Accounts
The LawTap - LawPay integration supports card and ACH/eCheck payments.
To set your bank account details for LawPay:
- Sign in to LawTap.
- Select Integrations in the top bar.
- In LawPay, select your Card Deposit Account and/or eCheck Deposit Account.
Setting fees for appointment types
Each lawyer can set their own appointment fee for each appointment type that is assigned to them.
To set appointment fees as a lawyer:
- Sign in to LawTap.
- Select My Dashboard in the top bar, if necessary.
- Select My Appointment Types.
- Select Edit for an appointment type.
- Add your fee for the appointment in the APPOINTMENT FEE section.
- Repeat this procedure (step 4 and 5) for all appointment types.
- Save.
Note! Practice managers can set and update appointment fees for multiple lawyers in their firm using the Edit as <Lawyer Name> action in Firm Dashboard > Firm Appointment Types.
Requesting client payment information
Clients provide their payment information at different times, depending on who books the appointment. For appointments booked by:
- Lawyers or practice managers: The client receives an email and/or SMS notification requesting them to provide their payment information.
- Clients: For self-booking, the client is automatically prompted to enter their payment information as part of the booking process.
Handling appointment changes
This is how appointment changes are, or should be, handled:
- Cancelled appointments: When an appointment is cancelled, the LawPay payment is automatically refunded in full.
- Rescheduled appointments: When an appointment is rescheduled, LawTap uses uses its best efforts to automatically transfer any existing payment or payment details to the new appointment.
- Appointment refunds: Partial or full refunds can be issued after the appointment in your LawPay Dashboard.