The "CP" button (only available in ProLaw versions 2014 and later) allows you to process transactions through ClientPay without ever leaving ProLaw.
Process Flow
Select a client, matter, or open invoice
Click the CP button
ProLaw makes a service call to ClientPay and launches a new browser window to a ClientPay provided URL
Select the invoice you would like to pay, enter payment data and process the payment.
ClientPay processes and captures the payment.
Depending on your settings, journals are automatically posted at the time of payment or manually posted from ClientPay when the funds are received.
Implementation
To use this feature, it needs to be configured in your ProLaw software. Please email [email protected] to let us know you need CP button credentials. This process can take 24-48 hours. We will reply with the token you need to properly configure the button.
Once the steps outlined below are completed, the CP button will automatically appear in Matters, Ledgers and Contacts within ProLaw.
For ProLaw Version 2019.1:
Log into ProLaw
Go to System Preferences
Check the box next to ClientPay.
Go to Configure ClientPay Firm Credentials
Token = [Add Token Here]
For ProLaw Version 2019.2 - 2021.1:
Log into ProLaw
Go to TOOLS > SETUP > PROFESSIONALS
Select a professional
Client Pay Firm Key = [Add Token Here]
Client Pay Email = [Add Token Here]
Client Pay Firm Identifier = [Add Token Here]
Repeat this process using the same information for each professional
For ProLaw Version 2021.2 or newer:
Log into ProLaw
Go to TOOLS > SETUP > PROFESSIONALS
Select a professional
Client Pay Firm Key = [Add Token Here]
Repeat this process using the same information for each professional