OrchestriAI
Legal Practice Management

LawPayAutomation & Integration

Connect LawPay payment requests, transaction events, refunds, and invoice follow-up workflows.

LawPay uses the AffiniPay payment platform for legal payment workflows. I connect authorized payment links and transaction events to firm-approved intake, billing, and onboarding steps.

Representative workflow

Source

LawPay

Legal Practice Management

  1. 01

    Apply the project workflow

    Hosted retainer payment requests sent after consultation approval

Destination

Project destination

The system or person selected for this workflow

How I use LawPay

Depending on the project, a LawPay integration can use restricted merchant credentials or an approved AffiniPay partner OAuth application. I use hosted or tokenized payment collection, keep test and live credentials separate, and treat each verified payment or refund state as an input to the firm's workflow. The firm—not the automation—decides how funds relate to operating or trust accounts.

A practical starting point

Hosted retainer payment requests sent after consultation approval

Workflow blueprint

From LawPay to useful action

A representative implementation pattern. The project determines the exact fields, logic, access, and destination.

Source

LawPay

Legal Practice Management

  1. 01

    Use the required platform data

    Merchant accounts, bank accounts, charges, refunds, and recurring-charge records available to the authorized credentials

  2. 02

    Apply the project workflow

    Hosted retainer payment requests sent after consultation approval

Destination

Project destination

The system or person selected for this workflow

Guardrail: Partner integrations must be approved before going live; test and live credentials, accounts, and webhook endpoints must stay separated.

What the integration supports

Facts checked

Authentication and access

For a firm's own account, use restricted LawPay/AffiniPay gateway credentials. A multi-merchant integration requires an AffiniPay partner OAuth application, merchant authorization with the payments scope, and separate gateway credentials for transaction calls.

Useful data and actions

  • Merchant accounts, bank accounts, charges, refunds, and recurring-charge records available to the authorized credentials
  • Hosted payment-page or invoice-link references and transaction status
  • Gateway event notifications for charge and recurring-charge changes

Constraints to confirm

  • Partner integrations must be approved before going live; test and live credentials, accounts, and webhook endpoints must stay separated.
  • Use hosted or tokenized payment collection so card data does not pass through the automation service; the firm's PCI obligations depend on the chosen flow.
  • Routing money to operating or trust accounts is a firm-controlled legal-accounting decision, not something the integration should infer from a payment event.

What I automate with LawPay

01

Hosted retainer payment requests sent after consultation approval

02

Outstanding invoice reminders based on firm-approved billing rules

03

Verified charge events starting onboarding or document tasks

04

Billing dashboards fed from authorized charge and refund activity

05

Hosted payment links included in approved follow-up messages

Industries

Services

Related integrations

Ready to integrate LawPay into your workflows?

Every project starts with a free call. We'll figure out what's worth automating and what isn't.

Book a Free Call