INDUSTRY SOLUTIONS
Law Offices
HIPAA Compliant
UPTIME Achieved
SOC 2 Compliant- LEVEL 1 Compliant
FEATURES FOR A DIGITAL WORLD
Improved client experience through email and SMS contracts and payments. One platform for documents, esignatures, and payments.
Send Documents- Send Payment Requests
- Gather Legally Binding Signatures
- Request Photo Uploads
Simplify contracts and payments
One platform for payments, document delivery, and esignatures.
Monitor contract and payment status through each stage.
Use Insights Reports to track and sort payment information by the data that matters to your office.
Set up unlimited users and templates
Set up as many user logins as you need at no additional cost.
Create unlimited message templates that can contain payment forms, documents, esignatures and photo uploads.
Make self-pay easier
Make it easy for clients to pay – no typing in a long URL and no username or password to remember.
Send a client their contract and payment request through secure email or SMS.
Streamline recurring payments
Set up recurring payments or process future payments with ease.
Send payment schedules by email or SMS request for review and authorization.
Or, enable clients to set up their own schedules online.
Track email and SMS requests
Know with certainty if an email or text was received and opened, and monitor each step of the process with event tracking.
Pull documented audit reports when needed.
Set up IOLTA compliant accounts
Set up multiple trust and operating accounts for your law practice.
Keep funds separate to ensure compliance with attorney account rules.
HERE'S HOW IT WORKS
Set up workflows based on your contract and payment needs.
- Create custom workflows
- Set up omnichannel payments
- Create a better client experience
- Access detailed reporting
- Understand your payment data
Set up the options you need
- Send by email, text message, or both.
- Include contracts and billing statements for clients to review.
- Request signatures on documents and payment plans.
- Allow consumers to upload images, such as photo IDs.
- Enable self-serve recurring payment setup for larger balances.
Make it easy for clients to pay
- Take credit, debit, and ACH payments.
- Accept payments online, over the phone or through web chat and mobile devices.
- Set up recurring payment schedules and enable self-serve payment options by balance owed: pay-in-full, pay-in-4, or payments of a minimum amount.
- Add custom QR codes on letters. Clients only need to scan, click, and pay.
- Send contracts for review with a payment form through email and SMS.
Provide flexibility and convenience with Flow requests
- Send contracts for review while your staff has a client on the phone. They can answer questions in real time.
- Not a convenient time to pay? Send a Flow smart request and allow flexible time frames for completion.
- Give clients minutes, hours or days to review a contract and complete payments or payment arrangements.
Pull audit reports and track the progress of Flow requests
- A detailed audit report is available for clients and staff to download or email a copy to themselves upon completion of each Flow request.
- Report includes: Dual authentication, date/time stamp, method of delivery (email address and/or cell phone number) and a legal wet signature.
- Retrieve at any time. Audit reports are stored for seven years.
- Track the progress on all Flow requests. Know when a request was received, opened, completed or disputed.
- Set up and track transactions by department, location, group or client. Set up multiple trust and operating accounts based on your firm’s needs.
Track payment performance
- View payments and Flow totals in one place. Read consolidated reporting with daily, monthly, or yearly totals on a single report.
- Simplify end-of-the-month number-crunching. Teams now have better visibility over their account activity, including payments and Flows.
- Spot trends and anomalies in payments by monitoring transaction totals over time.
- Filter Flow totals by employee or origin so management can learn more about Flow Technology usage and monitor success rates.
A fully customizable and comprehensive billing solution for your business. Call 1.877.732.4814
LOOKING FOR SOMETHING SPECIFIC?
One system for all your digital payment, esignature, document,
and photo workflows
CASE STUDIES
See how PDCflow can work for your business
Corporate Direct Inc Sutton Law Center
Optimized staff workflows, integrated payment management, and customized payment portals.
Read Case Study
Bayview Solutions LLC
Reduced chargeback risk and increased card not present payment consent.
Read Case StudyTHIRD-PARTY REVIEWS
Don’t just take our word for it.
“The big advantage to the payment side of PDCflow is the ability for our representatives to track payments. What we were using before did not have an interface where all of the reps could sign in and see who had paid. So all of the payment notifications were going to our bookkeeper by email.
She was having to find out whose client it was and forward off these payment notifications so that the reps would know that they needed to move forward on their work.”
Integrate fast and easy with our open APIs
Set up better payment communication workflows
Not quite ready?
A Guide to Lawyer Trust vs Operating Accounts
As a law practice, it’s important to follow rules for how to handle a client’s money. This
Read Blog Post
