CasePath LawPay Integration

The CasePath LawPay integration creates a bidirectional sync between your case management platform and payment processor, streamlining your firm's financial workflows:

• Automatic payment recording: When clients pay invoices through LawPay, the payment data flows directly into CasePath, updating matter balances and client ledgers without manual entry
• Trust account synchronization: IOLTA and trust account transactions processed through LawPay automatically post to the corresponding client matters in CasePath, maintaining compliance-ready audit trails
• Invoice status updates: Outstanding invoices generated in CasePath are marked as paid when LawPay processes the transaction, keeping your accounts receivable current
• Payment method tracking: Credit card, ACH, and eCheck payment details from LawPay are captured in CasePath client records for complete financial documentation

This integration eliminates the need to toggle between systems during billing reconciliation and reduces the risk of posting errors that can trigger trust account compliance issues.

Setting up the CasePath LawPay integration requires administrator access to both platforms and typically takes 10–15 minutes:

1. Access integration settings: Log into CasePath as an administrator and navigate to Settings > Integrations > Payment Processors
2. Select LawPay: Choose LawPay from the list of available payment integrations and click "Connect"
3. Authorize the connection: You'll be redirected to LawPay to log in and authorize CasePath to access your payment data. Review the requested permissions and approve
4. Map accounts: Configure which LawPay merchant accounts sync to which CasePath trust and operating accounts. This mapping ensures payments post to the correct ledgers
5. Set sync preferences: Choose whether to sync historical transactions or only new payments going forward, and configure notification settings for failed syncs
6. Test the connection: Process a small test payment to verify data flows correctly between systems before going live

Most firms complete setup without technical support, though both CasePath and LawPay offer onboarding assistance if needed.

The CasePath LawPay integration is particularly valuable for solo practitioners and small law firms that need to maintain clean financial records without dedicated accounting staff:

• Solo attorneys: Practitioners handling their own billing benefit from automated payment posting that eliminates end-of-month reconciliation work
• Small firms (2–10 attorneys): Practices with multiple timekeepers use the integration to ensure all attorney payments are properly credited to the correct matters and client accounts
• Trust-heavy practice areas: Family law, personal injury, and real estate attorneys who regularly handle client funds rely on the integration to maintain compliant trust account records
• Firms transitioning from manual processes: Practices moving away from spreadsheet-based accounting use the integration as a foundation for more systematic financial management

The integration works across practice areas but delivers the most value to firms processing at least 20–30 client payments monthly, where manual entry becomes a significant time drain.