CasePath Stripe Integration

The CasePath Stripe integration creates a bidirectional sync between your payment processing and case management systems. When clients pay invoices through Stripe, the integration automatically records those transactions in CasePath against the correct matter and client record.

Key capabilities include:

• Automatic payment reconciliation: Stripe payments are instantly matched to outstanding invoices in CasePath, updating matter balances in real-time
• Client payment history sync: All transaction records, including payment methods, amounts, and timestamps, flow directly into client files
• Trust account tracking: Retainer and trust deposits processed through Stripe are properly categorized and tracked for IOLTA compliance
• Failed payment notifications: Declined transactions and failed payment attempts trigger alerts within CasePath for immediate follow-up
• Invoice status updates: Paid, partially paid, and outstanding invoice statuses sync automatically between platforms

Setting up the casepath stripe integration requires administrator access to both platforms and takes approximately 10-15 minutes to complete.

Connection steps:

1. Access integration settings: Log into CasePath and navigate to Settings > Integrations > Payment Processors
2. Select Stripe: Click "Connect Stripe" and choose whether to connect an existing Stripe account or create a new one
3. Authorize access: You'll be redirected to Stripe to authorize CasePath's access to transaction data, customer records, and webhook events
4. Configure sync preferences: Map Stripe payment types to CasePath transaction categories (operating account, trust account, etc.)
5. Set default behaviors: Choose whether payments should auto-apply to oldest invoices first or require manual allocation
6. Test the connection: Process a test transaction to verify data flows correctly between systems

Once connected, the integration runs continuously in the background with no manual intervention required.

The CasePath Stripe integration is designed for solo practitioners and small law firms that want to streamline payment processing without sacrificing financial accuracy or compliance requirements.

Common user profiles include:

• Solo attorneys: Practitioners handling their own billing who need to minimize time spent on payment reconciliation and bookkeeping tasks
• Small firm administrators: Office managers and legal administrators responsible for accounts receivable, trust accounting, and client billing across multiple attorneys
• Virtual law practices: Firms operating primarily online that rely on digital payment methods and need seamless integration between client portals and case management systems
• Practice areas with recurring billing: Estate planning, family law, and immigration attorneys who process regular retainer replenishments or payment plan installments

Firms processing more than 20 client payments monthly see the greatest time savings, typically reducing payment reconciliation work by 70-80% compared to manual entry.