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:
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:
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:
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.