progenyplugins

Fiduciary

A "make a payment" page that sends client money to trust and billed work to operating, through your own LawPay or Stripe pages - and never sends trust money to a processor that takes its fee from the deposit.

Not legal advice; your state bar's rules govern.

law firmtrust accountIOLTApaymentsLawPay
What it does

Inside Fiduciary

Two accounts, never mixed

retainers and advance fees to trust; payments for billed work to operating.

Invoices decide

an open invoice's account wins over whatever the client ticks, and no more than the amount due is taken.

Trust stays whole

trust payments are sent only to a page you confirm charges its fees to operating.

Matched

every hand-off carries the client, matter and invoice; Stripe Payment Links receive the reference automatically.

No card data here

clients pay on your processor's own secure page.

What it needs

Before you start

WordPress 6.0 or newerPHP 7.4 or newer