Law Firm Payment Processing

Law firms have one payment rule that general processors break: unearned retainers must land in trust in full, and fees can't come out of client funds. Roots sets up trust-compliant merchant accounts, and Square for earned fees and legal support businesses where it fits.
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Payment solutions for law firms & legal services

How these solutions work for law firms & legal services

See what each option adds to the way your business takes and tracks payments.

ACH Payments

For law firms & legal services: Offer bank-account payments for consultation fees, retainers and legal invoices, with authorization and invoice matching built into the workflow.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$3,585.00 · ref ACH-7731

Square Invoices

For law firms & legal services: Send itemized invoices for consultation fees, retainers and legal invoices and track deposits, due dates and outstanding balances.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Merchant Account

For law firms & legal services: Arrange a processing account for consultation fees, retainers and legal invoices, with checkout methods matched to how customers pay.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Square Payment Links

For law firms & legal services: Share a checkout link for consultation fees, retainers and legal invoices through messages, email or your website.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Recurring Billing

For law firms & legal services: Schedule and manage payments for legal retainers and scheduled invoice installments, including renewals and customer account balances.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Text to Pay

For law firms & legal services: Send a payment request for consultation fees, retainers and legal invoices by text so customers can pay against a specific order or invoice.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
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Chargeback Management

For law firms & legal services: Organize evidence for disputed consultation fees, retainers and legal invoices, including customer authorizations, delivery details and service records.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Level 2/3 Processing

For law firms & legal services: Include purchase-order references and itemized invoice data for business-card purchases of consultation fees, retainers and legal invoices.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
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Square Virtual Terminal

For law firms & legal services: Take authorized phone or remote payments for consultation fees, retainers and legal invoices from a browser-based terminal.
  • Set up cards on file and recurring schedules with written authorization templates
  • Pair Square Terminal for the front desk if you also take in-person payments
  • Set permissions so only authorized staff can key in cards
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Credit Card Surcharging

For law firms & legal services: Plan credit-card surcharge disclosures for consultation fees, retainers and legal invoices, keeping eligible card payments distinct at checkout.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Custom Payment Integration

For law firms & legal services: Connect the payment flow for consultation fees, retainers and legal invoices with your software and the operational records behind matter references, retainers and operating-account invoices.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Multi-Currency Payments

For law firms & legal services: Collect consultation fees, retainers and legal invoices in the currencies your customers use and reconcile them against the original order or invoice.
  • Review where your clients pay from
  • Set up currencies and pricing
  • Integrate with invoicing
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Square Appointments

For law firms & legal services: Schedule legal consultations and client meetings, collect appointment payments and keep staff calendars aligned.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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High-Risk Merchant Account

For law firms & legal services: Present your model for consultation fees, retainers and legal invoices to specialist processing partners, with product and fulfillment documentation prepared.
  • Pre-underwriting review of your website, checkout, and documents (bar membership and fee agreements)
  • Application packaged and submitted only to acquirers with appetite for your category
  • Plain-English walkthrough of pricing, reserve, and termination terms before you sign
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Square Point of Sale

For law firms & legal services: Bring consultation fees, retainers and legal invoices into a point-of-sale workflow, with reporting organized around matter references, retainers and operating-account invoices.
  • Map your services, fees and products into the Square item library before your first client
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Tap to Pay on Phone

For law firms & legal services: Take contactless payments for consultation fees, retainers and legal invoices on a supported phone while serving customers on the move.
  • Device selection and setup
  • Set up the app and users
  • Train staff
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Law Firms & Legal Services we set up and support

Law Firms & Legal Services payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Lawyers, Square Virtual Terminal for Lawyers, Square Payment Links for Lawyers. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your law firms & legal services business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which law firms & legal services workflows need to improve so we can scope a practical setup.

Payments for law firms & legal services, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to a law firm payments specialistPartner with Roots