Welcome to PrimaPay — your all-in-one payment solution integrated directly into Prima.Law and powered by Confido Legal. This guide will walk you through everything you need to know to set up your account, start processing payments, and understand applicable fees.
Step-by-Step: How to Set Up PrimaPay
1. Start in Prima.Law
- Log into your Prima.Law account as an Administrator.
- Open the Administrator Panel.
- Navigate to the Integrations tab.
- At the top, locate the PrimaPay integration card.
- Click “Create a User” — this will redirect you securely to Confido Legal’s onboarding flow.
2. Create Your Confido Legal Account
- You will be prompted to select or confirm an email address to use for your Confido account (preferably the same one you use in Prima.Law).
- Set your password and verify your email with the code sent.
- After verification, you will be taken to the Business Information Form.
Note: The email verification link is valid for 20 minutes, so complete this part in a single session.
3. Complete Your Business Profile
You’ll be asked to provide:
- Legal Entity Details
- Physical Business Address
- Business Details
- Owner/Officer Information
- Banking Information
- Supporting Documents
Once submitted, Confido will review your application and notify you once it’s approved.
4. Sync Your Confido Accounts in Prima.Law
Once approved:
- Return to the PrimaPay integration settings in Prima.Law.
- Map your firm’s internal accounts (e.g., Operating, Trust) to the corresponding Confido accounts.
- You can add and map multiple accounts as needed.
5. Begin Processing Payments
You’re now ready to collect and disburse funds:
For Incoming Payments
- Generate payment links to send to clients.
- Store credit cards or ACH info securely for recurring charges.
- Accept payments via manual or automatic charges tied to invoices or payment plans.
For Disbursements
- Send refunds or payouts using real-time methods or ACH.
- Confido will handle the transfer securely and record the status in Prima.
6. Handling Voids & Refunds
- Voids: Can be done before a payment is processed.
- Refunds: Full refunds only. Initiate directly in Prima — once Confido confirms, the refunded status will display automatically.
PrimaPay Pricing: What Are the Fees?
Here is a breakdown of transaction-related fees, as defined in Confido’s terms:
Accepting Payments
| Type | Fee | Details |
|---|---|---|
| Credit Card Payments | 2.95% | Per transaction (non-voided). |
| Debit Card Payments | 2.95% | Per transaction (non-voided). |
| American Express Payments | 2.95% | Per transaction (non-voided). |
| Same-Day ACH (Fast Transfer) | 1.00% (capped at $30 per txn) | Faster ACH processing. |
Sending Money (Disbursements)
| Type | Fee | Details |
|---|---|---|
| Disbursement Transaction Fee | $1.50 | Charged per disbursement initiated. |
| Instant Payment to Recipient (Real-Time) | 1.00% (up to $50) | Deducted from the recipient’s amount. |
| ACH Disbursement to Recipient | $0.00 | No cost for ACH payouts. |
Other Applicable Fees
| Type | Fee | Details |
|---|---|---|
| Monthly Platform Fee | $0.00 | No recurring subscription fee. |
| Onboarding Fee | $0.00 | Setup is 100% free. |
| Chargeback Fee | $25.00 | Per chargeback dispute. |
| ACH Rejection Fee | $25.00 | If a debit attempt fails. |
| Unauthorized ACH Return Fee | $25.00 | For denied/unauthorized external ACH payments. |
Additional Tips
- You can send payment links to any email address — the system tracks the amount due.
- If a client pays less than the full amount, Prima.Law will log the payment as partial and maintain a balance.
- While payments can’t be locked to exact amounts, any underpayment is tracked and reconciled transparently.
- Payment processing time varies:
- Card payments: typically instant.
- ACH: 1–2 business days.
- Same-day ACH: within hours (fees apply).
David