Professional Services

Best POS Systems for Law Firms

Law firms need payment solutions that comply with trust account rules and bar requirements. The right system separates operating and trust account payments, handles retainer billing, and integrates with legal billing software.

Common Challenges

Trust account compliance
Retainer collection
IOLTA requirements
Earned vs unearned fee separation
Credit card fee handling
Bar association rules
Client billing integration

Must-Have Features

  • Trust account separation
  • Professional invoicing
  • Retainer billing
  • Payment documentation
  • ACH payments
  • Fee surcharging options

Nice-to-Have Features

  • Legal billing integration
  • Matter-based tracking
  • Client portal
  • Payment plan setup
  • Compliance reporting

Frequently Asked Questions

How do law firms handle trust account payments?

Use a processor that supports multiple deposit accounts or separate merchant accounts for trust vs operating. Many firms use specialized legal payment processors (LawPay, Clio Payments) designed for IOLTA compliance.

Can I pass credit card fees to clients?

Depends on jurisdiction and bar rules. Some states allow surcharging, others prohibit it for legal fees. Check your state bar's ethics opinions. Cash discount programs may be an alternative where surcharging is prohibited.

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