Overview
The CP button—available for ProLaw versions 2014 and later—enables you to process transactions through ClientPay without ever leaving your ProLaw environment.
How the Process Works
Using the integration is a straightforward six-step flow:
Selection: Choose a client, matter, or open invoice within ProLaw.
Launch: Click the CP button.
Connection: ProLaw initiates a service call and opens a new browser window to a secure ClientPay URL.
Payment: Select the specific invoice you wish to pay, enter the payment details, and process the transaction.
Capture: ClientPay processes and captures the payment.
Posting: Depending on your firm's settings, journals are either posted automatically at the time of payment or manually once funds are received.
Implementation & Setup
To enable this feature, you must first obtain specific credentials from our team.
IMPORTANT: Please email [email protected] to request your CP button credentials. This process typically takes 24-48 hours. Once you receive your token, follow the version-specific instructions below.
Configuration by ProLaw Version
Software Version | Setup Path | Action Required |
ProLaw 2019.1 |
| Check the ClientPay box and enter your Token under "Configure ClientPay Firm Credentials." |
ProLaw 2019.2 - 2021.1 |
| Select a professional and enter the Firm Key, Email, and Firm Identifier tokens. |
ProLaw 2021.2 |
| Select a professional and enter the Firm Key. |
ProLaw 30.1+ |
| Select 3rd Party Integrations, check ClientPay/LawPay, and enter your Token. |
Note: For versions requiring setup per professional, ensure you repeat the process using the same information for every relevant user in your firm. Once configured, the CP button will automatically appear in Matters, Ledgers, and Contacts.