With this integration, your clients don’t have to navigate away from your Fidu account for any part of their onboarding process. They can fill out their information, sign documents, and make payments seamlessly within the same system, ensuring a smooth and efficient experience.
To set up LawPay inside your services
Navigate to the Systematize Menu: Go to your Fidu account and click on the "Systematize" menu.
Create or Edit a Service: Select an existing service or create a new one.
Access the Client Journey Setting (fka Process): Click on "Client Journey" for the service you want to set up with LawPay.
Enable Payments: You'll find the option to enable payments here. Click on "Set Up and Customize."
Customize Payment Settings: Choose the type of credit card payments and specify the accounts for payments. Customize the title and content as needed.
Client Experience: When clients reach the payment stage, they'll be able to enter their payment information directly within the Fidu platform. The payment will then be securely processed and transferred to the previously selected account.
