Legal Support Payments & Square Setup

Process servers, court reporters, mobile notaries and legal document services bill law firms and consumers per job, often in the field.
Talk to a law firm payments specialistExplore law firms & legal services solutions

Payment solutions for process servers, court reporters & notaries

How these solutions fit process servers, court reporters & notaries

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

Square Invoices

For process servers, court reporters & notaries: Send itemized invoices for consultation fees, retainers and legal invoices and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Per-job invoices to law firms with card or ACH. Roots sets up your templates, schedules and accounting sync.
  • 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
Explore this solution

Square Point of Sale

For process servers, court reporters & notaries: Bring consultation fees, retainers and legal invoices into a point-of-sale workflow, with reporting organized around matter references, retainers and operating-account invoices. Square Point of Sale is Square's free POS app for taking payments in person, online and on the go. Mobile notaries take payment at signings with Tap to Pay. Roots Payments, an independent Square Reseller, configures it around how your legal support business actually checks clients out.
  • 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
Explore this solution

Square Payment Links

For process servers, court reporters & notaries: Share a checkout link for consultation fees, retainers and legal invoices through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. Reusable links for standard service fees. Roots sets up the links, custom fields and reporting.
  • 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
Explore this solution

Tap to Pay on Phone

For process servers, court reporters & notaries: Take contactless payments for consultation fees, retainers and legal invoices on a supported phone while serving customers on the move. Tap to Pay lets you accept contactless cards and digital wallets on a compatible phone. Tap to Pay on your phone at signings.
  • Device selection and setup
  • Set up the app and users
  • Train staff
Explore this solution

Level 2/3 Processing

For process servers, court reporters & notaries: Include purchase-order references and itemized invoice data for business-card purchases of consultation fees, retainers and legal invoices. When your clients pay with corporate or purchasing cards, sending Level 2 and Level 3 data can qualify those payments for lower interchange. Lower interchange when firms pay with business cards.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
Explore this solution

ACH Payments

For process servers, court reporters & notaries: Offer bank-account payments for consultation fees, retainers and legal invoices, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for monthly firm statements.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
Explore this solution
✓

Transfer initiated

$3,585.00 · ref ACH-7731

Process Servers, Court Reporters & Notaries payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Process Servers, Square POS for Process Servers and Notaries, Square Payment Links for Process Servers. 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 process servers, court reporters & notaries 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 process servers, court reporters & notaries workflows need to improve so we can scope a practical setup.

Let’s set up payments for your process servers, court reporters & notarie business

Book a free 30-minute payment review to compare costs, address payment problems and plan your next steps.
Talk to a law firm payments specialistExplore law firms & legal services solutions