This integration allows users to link their LawPay account to MyCase. Once connected, users can take advantage of the full breadth of MyCase's billing and invoicing functionality, all while using LawPay's processor.
How do I set up the integration?
If you are not a LawPay customer, you may sign up for an account here. Once you have an account, proceed with the following steps:
Step 1:
Go to the Integrations & Apps page in MyCase and click "connect to LawPay" on our LawPay integration card.
Step 2:
Login to your LawPay account by entering your username and password.
Step 3:
Designate which of your accounts in LawPay are trust or operating in MyCase. Then, click to connect.
Please note that if you have more than one trust and/or operating account in LawPay, you will need to contact payment.support@mycase.com to add these additional accounts to MyCase.
Step 4:
You're all set! You can leverage various features, workflows, and reports in MyCase for billing and invoicing, all while your LawPay account processes these transactions.