WATCH: Convenient and Compliant – Accepting Payments Electronically


Speaker: Myrna Johns, Senior Training and Implementation Specialist Tabs3

Getting clients to pay is an ongoing struggle for law firms. Since you are a lawyer and not a banker, don’t put yourself in that position. From the minute you engage a client, take the steps to make it easy for them to pay, and reduce the aging of your accounts receivable. Learn how easy it can be to collect payments, without putting your clients’ confidential information at risk. We will cover different types of payment options, and the necessary security rules your firm should implement to protect critical data.

Learning Objectives:

  • Learn 5 ways to reduce your accounts receivable
  • Understand the difference between Credit Cards, Reward Cards, Debit Cards, and ACH/eCheck payments
  • Find out how to SAFELY store payment information, without running afoul of PCI DSS standards
  • Understand the importance of working with a legal-specific credit card vendor, and how to ensure compliance with state regulations

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