Using Actionstep's LawPay Integration (US)

In this article:

• Understanding How LawPay Works
• What Your Clients See
• What You Will See in Actionstep When a Client Pays
• Processing Refunds Through LawPay
• Considerations with the Actionstep LawPay Integration

LawPay is a payment processing platform built specifically to help law firms collect fees securely, efficiently, and in full compliance with legal and trust-accounting regulations. The integration inserts a Pay Now link in the emails of bills you send to your clients, allowing them to process credit card payments for that bill. 

This article explains how LawPay works for your customers and how you will see the results of the transactions once your customers complete payments through LawPay. It also covers how you can refund payments back to clients through LawPay if you find an error. 

Understanding How LawPay Works

Once LawPay is set up, your clients will notice a new link appear in the emails you send them with their bill. You can also add this link to your invoices. 

A client then clicks the link and is prompted to enter their credit card details. The details can be stored to be used for subsequent bills. Once loaded, the client can process a payment with the credit card.

LawPay transfers the funds into your bank account, and the client's payment appears in Actionstep against the applicable invoice.

What Your Clients See

The email your clients receive might look like the one below. When clicked, the link takes them to a payment page where they can enter credit card details. 

What You Will See in Actionstep When a Client Pays

Once a client completes a payment, LawPay will notify Actionstep and automatically create a client payment transaction in Actionstep. 

These transactions will appear in your typical list of client payments, which you can access by going to Bills > Payments. The Memo of the payment shows LawPay Payment and some privatized details of the credit card so it can be identified if needed.

You can also view a list of only LawPay payments by going to Admin > Integrations > LawPay > Payment history. If necessary, you can process a refund of a LawPay credit card payment from this location.

Processing Refunds Through LawPay

You can refund any funds received through a LawPay payment to the client's credit card. Admin users can perform this task from the Admin section of Actionstep.

To refund a LawPay payment:

1. In Actionstep, go to Admin > Integrations. The Integrations page appears.
2. Click Manage next to LawPay. The Overview page appears.
3. Click Payment History. The Bill Payment History List appears.
4. Find the payment you want to refund and click its Create refund link (located in the Refund column on the right-side of the list).
5. Review the refund details and enter a Reason for refund. 
6. Select Confirm reversal. 
7. Click Refund. 

Once refunded, Actionstep will show a new payment in the Payment History and a reversal payment against your invoice.

Considerations with the Actionstep LawPay Integration

Please consider the following as you use Actionstep's LawPay integration.

• Refunds and voided transactions processed in LawPay: With your LawPay subscription, you can sign in to your LawPay account, see previous transactions, change settings, and make changes to transactions. There are void and refund functions that you can do while signed into the LawPay portal. Please note, that any refunds you process there will not be reflected in Actionstep. A refund will not reverse the payment in Actionstep, and the invoice will still show as paid.
• Credit card records: Credit card details are not stored on your Actionstep account. In fact, they are not stored by Actionstep at all. All credit card details are stored by LawPay. You cannot see any more details about your client's credit card in Actionstep than the information that appears in the payment memo.
• Other payment options: Actionstep's LawPay integration allows only credit card payments. While LawPay might support other payment methods besides credit card payments, these are not currently available through Actionstep.