Overview
The Connect module allows firms to sync time and billing with ClientPay, enabling you to accept payments and automatically post them back to your matter management system.
Important: Implementation requires installing a web service and running a script of stored procedures. For more details, refer to our installation guides.
Key Posting Rules
Module Specificity: Only payments originating through the Connect module can be posted.
Manual Entry Requirements: While all ClientPay payments appear in the Payment Manager, payments processed via Enter Payments, Payment Schedules, or Send For Payment Quick Links will not appear in the Manage Postings section. These must be manually added to your matter management system.
Payment Pages: These can only be posted if you check the create a posting record box on the payment page setup.
The Posting Process
Once items in the Pending bucket are posted, the system creates text files on your server. Your matter management software then retrieves these files from that location.
Timing: It may take up to 10 minutes to transfer files.
Finalization: Depending on your integration, you may need to run a credit upload process in your matter management software to finalize the batch.
Identification: A person icon on the left side of the screen indicates a payment was created via a payment page.
Default Views
Your approved Connect transactions are organized into seven distinct views:
View | Description |
Pending/Incomplete | A combined view of all approved transactions awaiting action. |
Pending | Approved transactions ready to be posted to your management system. |
Incomplete | Transactions with data conflicts (e.g., invalid or multiple invoice numbers). |
Posted | Transactions successfully sent to your matter management software. |
Removed | Transactions handled manually that do not require further integration action. |
Queued | Items waiting to post after you click "Post Selected" (takes up to 10 mins). |
All (Read Only) | A comprehensive reporting view; no actions can be taken from here. |
Resolving Data Conflicts
If an item has a red box around it, it is incomplete. To fix this:
Click the Edit Posting Record button.
Select Reallocate Payment to search for the correct account/payment.
OR click Remove to move it to the Removed view and update your software manually.
Action Buttons
Post Selected: Sends specific items to your software and moves them to Posted.
Remove Posts: Manually accounts for an item, moving it to the Removed bucket.
Post All: Quickly posts every record across all pages.
Move to Pending: (Removed view only) Moves a previously removed item back for integration posting.
Export to Excel: Downloads your data for reconciliation or custom reporting.