CaseFox is an easy web-based legal billing, time & expense tracking, trust accounting and case management software. CaseFox is designed to help attorneys, virtual firms, accountants, and other professionals. To connect CaseFox and LawPay follow the instructions below.
Settings in LawPay
1 - Login to you LawPay account at www.lawpay.com
2 - Click on the button on the upper right corner. This button should have your name on it.
3 - Select Settings
4 - On the right side, click on "Developers".
5 - Click on "Authorize Application". Select "casefox" in the dropdown box and click on "Authorize Application" button. In Authorized Applications section, click on Show Credentials. On the popup, click on Live Credentials tab and copy account IDs of trust/operating accounts. You will enter these in CaseFox->LawPay Settings Page.
6 - On the same page, under "Webhooks" section enter https://secure.casefox.com/Membership/LawPayCallback in "Live-mode Webhook URLs" box and hit enter. The entry should now be displayed just above the textbox.
7 - Click on Save Changes button towards the bottom of the page.
8 - Now click on the New Charges icon on the left side bar. You should see Payment boxes for each account you have setup in Law Pay.
9 - On the upper right corner of these payment boxes, click on "Actions" and then select "Show & Copy Page Link". Copy the link and paste it to an empty Notepad file for later reference. Also not down if the copied link is for trust account or operating account. You will need these links later when configuring your CaseFox account for accepting payments through LawPay.
Settings in CaseFox
1 - Login to your CaseFox account (you must be Admin user of your CaseFox account)
2 - Click on Settings/Tools/Reports
3 - On the left side bar, select "LawPay Settings" link
4 - Enter your LawPay operating account payment page link that you pasted in a Notepad document(see #9 under "Settings in LawPay" section above).
5 - Enter your LawPay trust account payment page link.
6 - Select the trust and operating accounts where CaseFox should record payments for bookkeeping purposes.
7 - Save.