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Setting up Connect Associations

Discover how to link your payers to matter management software using Connect Associations.

Updated over 2 weeks ago

Overview

If your firm uses a Connect module, the Connect tab on a Payer record allows you to link clients directly to your matter management software. This ensures that payments are accurately tied to specific cases and enables Auto-Pay for recurring postable payments.

🔗 Managing Associations

Associations dictate exactly what content from your matter management database a client can see and pay.

  1. Locate Payer: Edit a Payer and select the Connect tab.

  2. Open Associations: Click on the Associations sub-section.

  3. Add New: Click the "+" icon.

  4. Set Criteria: Use the Search By dropdown to choose your filter (e.g., Client Name, Matter Number).

  5. Search & Select: Enter the specific criteria, check the boxes for the correct results, and click Create Association.

  6. Repeat: Add as many restrictions as necessary to ensure the payer only sees relevant data.

💳 Configuring Auto-Pay

Once associations are set, you can automate payments that sync directly back to your external software.

  1. Initiate: In the Connect tab, scroll to the Auto-Pays section and click "+".

  2. Payment Details:

    • Select a saved Payment Method.

    • Name the schedule for easy internal tracking.

    • Choose the destination Bank Account.

  3. Schedule Settings: * Set the Frequency and the Start Date.

    • Choose to pay the Full Balance or a Fixed Amount (capped per run).

  4. Enrollment: Click Save and Manage Enrollments, select the associations this schedule applies to, and click Enroll and Save.

💡 Key Details & Best Practices

  • Payment Logic: Invoices are paid from oldest to newest. The system calculates the amount by querying the outstanding balance and subtracting existing posting records.

  • Duration: Client or matter-level schedules run for up to one year unless manually disabled.

  • Invoice-Specific Plans: If an association is linked to a specific invoice number, the schedule acts as a payment plan and stops once that invoice is paid in full.

  • Monitoring: All Auto-Pay actions generate records in the Manage Postings section.

  • Pro Tip: To stay informed on transaction status, add "Error-Failed AutoPay" to your notifications.

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