Key Features
Payments
- Custom Payment page - Get your own secure payment pages to easily process online payments. Customize your payment page and link it from emails, invoices, and your website to give clients a seamless payment experience.
- Charge - Give clients multiple easy ways to pay their bill with professional online payments through our secure portal.
- Quick Bill - Help clients pay quickly and easily, with just a click.
- Scheduled Payments - Schedule payments in advance for recurring work or work you take on retainer—then sit back and watch your revenue roll in.
- Website Payments Integration - Add a bill payment buttom to your firm's website and link it to your secure, custom CPACharge payment page. This gives existing clients a straightforward way to pay, and shows prospective clients your firm is modern and tech-savvy,
- Refunds - CPACharge provides two easy ways for you to return a client payment. For same day returns, void a payment entirely. If more than a day has passed, the refund function lets you reverse a payment with just a click.
Reporting
Get client funds deposited in full each day for easy reconciliation, complete transaction details in easy-to-read reports, and useful business insights from our custom dashboard
. - Reporting and reconciliation - CPACharge gives you complete transaction details and full daily deposits of client funds, with no fees deducted until the beginning of the following month, to finally take the headache out of payment reconciliation.
- Dashboard - With instant access to key business metrics, you can better manage seasonal revenue trends, understand and project cash flow, and identify opportunities for business growth. That’s why we’ve designed the dashboard to give you robust tools to dig into your data
Security
- Data Security - Data security and protection of client card information has never been more important. With CPACharge, you never have to handle sensitive credit card details again. Clients can enter their own information through your custom payment page, and we handle the rest.
- PCI Complaince - Not only is our business PCI Level 1 compliant—the highest level there is—but we also provide valuable assistance to help your firm become and remain PCI compliant. We’ll answer any compliance questions you may have and guide you in completing your annual compliance questionnaire, all at no additional cost to you.
CPACharge + LawGro = Bill MORE time
LawGro helps lawyers build their daily/ weekly timesheets automatically in the background and files it in CPACharge. It captures every billable minute accurately & automatically using AI so that you can file your timesheet in just a few clicks helping lawyers to save time and increase billable time.
• Increase in revenues by upto 22%
• Automatically capture all your activities in the background (Save ~30 mins per day)
• Automatic filing of timesheet in CPACharge (save ~45 mins per day)
• Enforce client terms & compliance for timesheet filing
• Increase collection rates with client verifiable reporting
