The LawPay integration allows firms to securely accept online credit card and ACH payments. From Neos, you can share an invoice or trust request with your client as a link to the LawPay payment portal. When clients submit payments in the LawPay payment portal, the invoice and trust request status, as well as related Value items are automatically marked paid in Neos. This integration allows a better customer experience for your clients and the ability to track the status of payments all within Neos. The integration utilizes the LawPay Quick Bill, which does not support split or partial payments at this time, however, Neos can process partial refunds.
Neos does not charge for the LawPay integration, however, there is a fee to use LawPay and credit card processing. Contact your Customer Success Manager or email [email protected] for pricing information.
NOTE: An Email address must be linked to the Neos user's Staff Profile when creating a LawPay account from Neos. The email in Staff Profiles will be automatically tied to your firm's LawPay application.
Connect LawPay Integration
The LawPay integration can be connected from your firm's existing LawPay account OR by creating an account.
NOTE: You must have Enabled and Modify permissions to General > Interfaces to manage your firm's LawPay integration in Neos.
Click the Settings button on the left navigation pane and select Integrations.
Select LawPay from the left pane.
When the LawPay integration page is initially accessed, the Connection Status will show "Inactive".
a. If your firm already has a LawPay account, click the "I already have an account" button to sign in to LawPay.
b. If your firm would like to sign up with LawPay, click the "I need to create an account" button.
Existing Account
If your firm has an existing LawPay account and the option to Connect with LawPay has been clicked, a new browser window will display. Enter the Email and Password for your firm's existing LawPay account and click to sign in.
You should receive an email with a validation code. Enter the code in the LawPay browser window.
Once validated, the LawPay browser window will close and return you to the Neos Integrations page. The Connection Status will show active.
New account
If your firm needs to create a LawPay account and the option to Sign Up with LawPay has been clicked, a new browser window will display. Gather the information required then click to start your firm's application with LawPay. Contact LawPay with any account-related questions.
NOTE: Due to the sensitivity of this integration, it is recommended that a secure, non-personal email be used when creating your LawPay account.
After your firm's application with LawPay is approved, the integration in Neos will be automatically enabled.
If your firm's application with LawPay is denied, the LawPay integration screen in Neos will show a denied banner listing the reason provided by LawPay. The LawPay integrations tab will be reset.
The LawPay support team can be reached by email: [email protected] or phone: 800-459-5798.