LawPay Legal Resources Center

LawPay isn’t just the provider of the leading online payment solution for the legal industry. We also offer expert advice and educational resources on financial technology, billing and payments best practices, law practice management, and more. We invite you to browse our library of free e‑books, guides, and forms (and feel free to check out the LawPay blog, too).

E-Books

Our e‑books discuss the topics that matter most to today's lawyers. Get valuable insight on effectively attracting and retaining clients, streamlining firm operations, and building a profitable law practice.

A Guide to Ensuring IOLTA Account Compliance

Proper management of IOLTA accounts is essential to ensuring client trust and avoiding serious disbarment consequences. This step-by-step e-book teaches you how to easily and efficiently manage IOLTA accounts to ensure your firm is in full compliance at all times. Plus, discover how LawPay simplifies the process so you can manage trust accounting and three-way reconciliation with confidence.

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Your Future-Ready Law Firm: Strategies to Make the Most of Talent and Technology

Attract a future-focused workforce by leveraging emerging trends in legal talent recruitment, staff retention, and technology.

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The Billable Hour Reimagined: A Toolkit for Future-Focused Law Firms

Learn to adapt to modern fee structures, synchronize billing with client needs using technology, and enhance profitability. Plus, access essential tools and downloadable templates.

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Mastering the End of Year: A Simple Checklist for Law Firms

As work slows down around the holidays, it’s the perfect time to think about your goals for the following year and start setting up your firm for success. In this guide, you’ll learn five essential steps to position your practice for a year of increased profitability. Plus, enjoy a printable checklist designed to make year-end easy.

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4 Strategies to Create a Referral-Worthy Client Experience

A firm’s success relies on getting clients and creating a positive experience for them—bringing in new business generates more revenue, while engaging clients improves retention, boosts your firm’s reputation, and promotes repeat business and referrals. However, client acquisition and retention can be among the most difficult tasks for busy lawyers. Fortunately, there are simple solutions for success.

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Cloud Technology Myth-Busting: 6 Truths About the Cloud’s Impact on Law Firm Efficiency

Cloud technology can increase law firm efficiency and profitability by streamlining time tracking, billing and invoicing, calendaring, and more. So why are some attorneys still hesitant to try it? In this e-book, we’re correcting the six most common myths about cloud technologies.

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The Profitable Law Firm Playbook: Top Tips to Get Paid Anytime, Anywhere

In our latest e-book, we explore how legal payments have changed in the wake of continuing advancements in technology. We also share how to use technological developments to your advantage to streamline the payment process and boost your firm’s financial health.

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Mastering Productivity: Tips, Tools, and Strategies for Legal Professionals

Working long hours is often viewed as part and parcel of being in the legal profession. However, many of these hours are wasted on unproductive work, leaving lawyers feeling exhausted and burnt out. Identifying which tasks are productive and which are not enables legal professionals to streamline their efforts, increase efficiency, and ultimately impact firm revenue.

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The Legal Professional's Guide to Your Best Year Ever

Reassessing how you're working and implementing fresh strategies can boost your business in the new year. Review top tactics to get organized and stay the course toward your firm's most successful year yet.

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25 Things I Wish I Learned in Law School

There are certain things law school just can't prep you for your first year as an attorney. Check out these helpful tips to get you started on the path to becoming a successful legal professional.

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Going Off on Your Own: Your Guide to Running a Modern Firm

Starting your own firm can be simultaneously exciting and nerve-racking. However, being your own boss can be extremely rewarding. Learn the essential steps to get your law firm off the ground and on the right track for success in our e-book, Going Off on Your Own: Your Guide to Running a Modern Firm.

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Credit Card Mythbusting: 7 Reasons Law Firms Still Resist Online Payments

Some legal professionals are hesitant to accept credit card payments from their clients, mostly due to misconceptions about how credit cards work today. We’ve dispelled many of these misconceptions in our latest whitepaper, Credit Card Mythbusting: 7 Reasons Law Firms Still Resist Online Payments.

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5 Things You Can Do to Impact Your Firm's Bottom Line

Staying on top of your firm's revenue can sometimes feel like a daunting task. However, a few small changes can have a big impact on your finances. In our latest whitepaper, 5 Things You Can Do to Impact Your Firm's Bottom Line, we showcase the best techniques attorneys are using to both increase their income and provide superior services to their clients.

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Finish Strong: How To End The Year On Better Financial Footing

In this guide, we will discuss steps that you can utilize in your practice to help you clear out your tagged receivables and hopefully get you paid on an account that you were all but ready to write-off for the year.

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LawPay: The #1 Payment Solution for Law Firms

For more than a decade, LawPay has helped attorneys get paid easily and securely, and 39 percent faster. Developed specifically for lawyers, LawPay is the easiest way for attorneys to accept client payments online. Download our solution brochure to learn why LawPay is trusted by more than 45,000 law firms.

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Kickstart your cash flow by optimizing law firm management

You’ve decided that this is the year to upgrade your law firm’s operations. Now it’s time to outline your strategy. The question is: do you know where to start? Learn how to re-energize your practice using an iterative approach that focuses on optimizations in specific areas of law firm management.

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Guides

Our guides provide actionable tips on the best ways to operate law firms of all sizes. Hone your existing expertise, learn new skills, and discover how to enhance your approach to law practice management.

Starting Your Own Law Firm Checklist

Opening your own law firm is a challenging endeavor even for the most seasoned legal professionals. There are so many requirements and regulations to adhere to, it can be overwhelming to get started. This is why we've put together a checklist of essential items you’ll need to take the next big step in your career. From obtaining the necessary licenses and permits to building a website, and everything in between, we’ve got you covered!

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How much time can LawPay save you?

Online payment solutions can help you get paid up to 39% faster, giving you back more valuable time. Want to know how much time you can save with online payments? Calculate your time savings with the LawPay Time Savings Calculator!

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15 Questions to Ask Every Legal Tech Provider

Selecting the right solutions provider is essential when it comes to billing and payments. Take our quiz to see if a potential software partner (or your existing provider) is up to par!

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A Complete Guide to Trust Accounts

Violating trust account rules can subject a lawyer to disbarment, civil damages, and even criminal charges. Fortunately, there are tools and tips that any attorney can put into practice in their firm to maintain compliance and make recordkeeping a breeze.

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Law Firm Guide to Cybersecurity

While the internet has brought on a whole new world of opportunities for law firms, it also has its own dangers to overcome. Cybercriminals know that legal professionals hold the keys to valuable, sensitive data, and they're constantly looking for ways to get their hands on it. Fortunately, you dont have to be a cybersecurity expert to secure your firm and protect sensitive data.

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Upgrading the Client Experience with Online Payments: 5 Stories from Real Law Firms

You have the ability to improve the client experience and increase retention during any interaction—including potentially unpleasant ones. For example, giving clients the option to pay online shows you value their time and want to make their lives easier. See how using modern online payments allowed five law firms to elevate the client experience and ultimately, grow their businesses.

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Returning to the Office: A Guide for Attorneys

Stay-at-home orders have been loosening up across the country, allowing legal professionals to re-open their physical offices if they so desire. In our latest whitepaper, Returning to the Office: A Guide for Attorneys, we'll go over the most important considerations that firms should take into account if considering returning to some semblance of "normalcy."

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Legal Billing Dos and Don'ts Checklist

It doesn’t matter if you work for a large firm or you run your own private practice—getting your billing right is absolutely crucial. Keep clients happy and keep your cash flow steady by following these four billing dos and avoiding these four billing don’ts.

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5 Efficiencies to Boost Your Firm's Productivity

Made in collaboration with attorney Jared Correia at Red Cave Consulting, our guide, 5 Efficiencies to Boost Your Firm's Productivity, explores five common law firm inefficiencies. Learn how to reduce the stress of managing a practice and increase firm productivity using software solutions and simple organizational strategies.

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The Lawyers’ Guide to the Perfect Accounting System

Proper bookkeeping can give you real-time feedback about the overall health of your business and provide peace of mind. Learn how to set up an accounting system that will help you make better decisions about future spending and billing targets with The Lawyers’ Guide to the Perfect Accounting System.

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Law Office Checklist: Set Your Firm Up for Success This Year

A consistent routine can do wonders for your productivity, your efficiency, and, most importantly, your profitability. In contrast, without an organized system, you may not realize you haven’t been spending enough time on revenue-driving activities like marketing and relationship-building. Learn the five things you should do every month with our law office checklist.

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Reports

Our industry reports study and contextualize the emerging technology, groundbreaking innovations, and trends shaping the legal industry—helping professionals stay informed and relevant.

2024 Benchmark Report Part 1: Law Firm Finances

In our 2024 Benchmark Report Part 1, we analyze the key factors that make or break a law firm's financial health and show how top firms master financial management to significantly enhance profitability.

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2024 Legal Industry Trends Report

Explore the technology trends of the legal industry with our annual 2024 Legal Industry Trends Report, based on insights gathered from a comprehensive survey of over 2,600 legal professionals conducted in August and September 2023.

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2023 Benchmark Report Part 3: Getting Clients

Get deep-dive insights into lead sources, lead conversion rates, and the impact of payment types on consultation fee collection. Download the free report here!

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2023 Benchmark Report Part 2: Getting Paid

Learn how MyCase and LawPay customers manage the financial aspects of their firm, streamline billing and payment processes, and ultimately boost profitability.

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Legal Industry Report 2022 by LawPay + MyCase

Authored by Lawyer and External Education lead at AffiniPay Niki Black, this report offers an in-depth examination of the forces impacting modern law firms. The Legal Industry Report 2022 by MyCase + LawPay analyzes how law firms have adapted to the challenging circumstances of the past three years and how these industry-wide changes ultimately affected legal professionals' technology choices and perspectives.

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On-Demand Webinars

Our on-demand webinars offer in-depth discussions, expert insights, and valuable strategies tailored to today's dynamic industry landscape. Watch when it's convenient for you and stay on top of trends.

AI Unleashed: ChatGPT in Practice

Watch part two of a two-part series examining artificial intelligence's use in law by exploring its evolution, practical applications, and challenges.

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What Every Legal Professional Needs to Know about Trust Accounts & Technology

Learn about IOLTA compliance, ethical issues related to technology in trust account management, and how LawPay ensures compliance, enhancing your skills and confidence.

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Practicing with the Machines: Leveraging AI to Streamline the Practice of Law

Watch part one of a two-part series examining artificial intelligence's use in law and exploring its evolution, practical applications, and challenges.

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Protecting Your Profits: Vetting Payment Processors for Your Law Firm

Choosing the right payment processor is essential for safeguarding your law firm's profits and integrity. This webinar covers strategies for evaluating the best payment processors and ensuring your firm's financial success.

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Keeping Consistent Cash Flow with Legal Fee Funding

Learn how to use legal fee funding to help your firm stop chasing payments, increase profitability by 10%, and receive payments 32% faster.

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Building the Legal Tech Stack of Your Dreams

Discover how to select the right software to enhance collaboration and communication while optimizing your digital workflow.

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Videos

Learn how to promote law firm efficiency and grow your practice. Our experts share strategies for improving time tracking, billing, payments, case management, and more.

LawPay Pro Billing Software: Demo Video

Introducing: LawPay Pro—LawPay’s all-new end-to-end legal billing software. LawPay Pro was designed to provide everything law firms need to manage billing, invoicing, and time-tracking like a pro.

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8 Tips to Improve Invoicing & Collections

Building a profitable legal practice starts with creating an efficient billing and payments process. If you want to generate steady cash flow and spend less time chasing down invoices, check out the top legal billing strategies used by successful firms.

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Sample Forms and Agreements

Let us make your life a little simpler. Peruse our catalog of sample forms, policies, and agreements that can all be easily adapted to meet your firm's unique needs.

Sample ACH/eCheck Authorization Form Template for Lawyers

This sample ACH/eCheck authorization form gives your firm an efficient way to gather client banking information for recurring payments, as well as consent for a one-time authorization charge.

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Sample Attorney Fee Agreement

Great client communication starts with an effective attorney-client agreement, which can help you set reasonable expectations and quickly establish trust.

Are you just setting up your practice or are you looking to give your intake forms an update? Download our free sample attorney-client agreement, and adapt it for your own practice.

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Sample Credit Card Authorization Forms

This kit contains two sample authorization forms from LawPay to help you get started. The first covers client authorizations, while the second form covers authorizations for friends and family members who are paying on behalf of your clients.

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Sample Privacy Policy

A privacy policy not only provides transparency to your clients and helps foster trust but also protects you from potential liability by explicitly detailing your firm’s practices. Download and personalize our sample privacy policy to have a clear, helpful privacy policy ready to attach to your contracts, emails, and website.

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