Accept Professional Services Payments

Retainer and Project-Based Billing

Professional services firms bill differently than product businesses. Retainers, hourly billing, milestone payments, and project-based invoicing all require flexible billing tools that adapt to your engagement model.

Our partners provide invoicing platforms that support retainer collection, time-based billing with integrated time tracking, milestone-triggered payments, and recurring billing for ongoing engagements.

Trust Account Compliance (IOLTA)

Law firms must maintain separate trust (IOLTA) accounts for client funds. Payment processing for legal must keep earned fees and trust deposits in separate accounts with proper documentation. Our partners understand IOLTA compliance and configure payment flows accordingly.

Credit card surcharging rules vary by state for legal services. Our partners help you navigate surcharging regulations and implement compliant fee structures.

Client Payment Portals

A client payment portal lets your clients view invoices, make payments, and manage their payment methods through a branded online interface. This reduces your accounts receivable team's workload and gives clients the convenience of 24/7 self-service payment.

Portals support credit card and ACH payments with the option to save payment methods for future use. Automated receipt and confirmation emails are sent after each payment.

Getting Started

Professional services payment setup includes invoicing configuration, payment portal setup, and integration with your practice management or billing software. Get a free quote with professional services pricing.

Frequently Asked Questions

Can I accept credit card payments for legal services?

Yes. Law firms can accept credit cards for earned fees. Trust account (IOLTA) deposits have specific rules that vary by state. Our partners configure compliant payment flows for legal practices.

How do I collect retainers electronically?

Send retainer invoices with embedded payment links. Clients pay online, and funds are deposited into your designated account (operating or trust) based on the payment type.

Can I add a credit card surcharge to pass fees to clients?

Surcharging rules vary by state and card network. Our partners help you implement compliant surcharging programs where permitted, typically 3% to 4% on credit card transactions.

Does your invoicing integrate with Clio or other legal software?

Yes. Payment processing integrates with Clio, MyCase, PracticePanther, and other legal practice management platforms for seamless billing and reconciliation.

What is the cheapest way for clients to pay invoices?

ACH bank transfer is the cheapest method at $0.25-$1.50 per transaction. For a $5,000 retainer, ACH saves $120+ compared to credit card processing fees.