The CP button in ProLaw allows you to process transactions directly from Matters, Ledgers or Contacts without having to leave ProLaw and log into ClientPay.
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
- Enter the token provided by ClientPay support
For all other versions of ProLaw that support the CP button:
- Log into ProLaw
- Go to Tools> Setup > Professionals
- Select a professional
- Client Pay Firm Key: Enter the token provided by ClientPay support
- Client Pay Email: Enter the token provided by ClientPay support
- Client Pay Firm Identifier: Enter the token provided by ClientPay support
- Repeat this process with the same email token for each professional.
📌Note: This feature requires a Connect integration with ProLaw. You must be an admin user in ProLaw to access these settings. |