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Emery Wager

Emery Wager

Emery Wager
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Recent Posts

Billing Clients through The Soluno - Gravity Legal Integraiton

Posted by Emery Wager on August 9, 2021

This article covers how to accept and account for credit/debit card and bank transfer (ACH) payments on invoices and trust deposit requests through Soluno. For information on setting up the Gravity Legal - Soluno integration, see this article

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Topics: Integrations, Soluno


Setting up the Soluno - Gravity Legal Integration

Posted by Emery Wager on August 9, 2021

The article covers how to set up the Soluno - Gravity Legal integration. For information on how to bill clients and account for payments through the integration, see this article

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Topics: Integrations, Soluno


The Matter365, QuickBooks and Gravity Legal Integration

Posted by Emery Wager on August 4, 2021

In this recorded demo, we cover how to use Matter365 integrated with Gravity Legal and QuickBooks to accept and account for electronic payments, both trust and operating. For a high-level overview and video, see this page

Topics Include:

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Topics: Quickbooks, Integrations, Matter365


The QuickBooks Integration - Setup and Invoicing

Posted by Emery Wager on July 9, 2021

This article covers the Gravity Legal QuickBooks integration, including how to setup the integration, accept payments on QuickBooks invoices and account for transactions. 

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Topics: Quickbooks, Integrations


Merging Clients

Posted by Emery Wager on July 9, 2021

This article covers how to merge two clients in Gravity Legal. 

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Topics: Clients


Evergreen Retainers Using Clio and Gravity Legal

Posted by Emery Wager on June 17, 2021

This article covers how to manage evergreen retainers using Clio and Gravity Legal. With Gravity Legal's split trust/operating payments, firms can implement evergreen retainers without forcing the client to make multiple payments when their trust balance is depleted. 

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Topics: Clio, Invoices, Integrations


Connecting Gravity Legal and Xero via Zapier

Posted by Emery Wager on April 27, 2021

This article covers how to use Zapier to connect Gravity Legal and Xero, such that payments made on Gravity Legal payment links are applied to Xero invoices.

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Topics: Integrations, Xero, Zapier


Customizing Payment Pages

Posted by Emery Wager on April 13, 2021

This article covers the process of customizing the branding on the client-facing payment pages and payment buttons in Gravity Legal. 

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Topics: Settings, Branding


Standing Links Setup

Posted by Emery Wager on February 18, 2021

A Standing link can be used by multiple clients and never gets paid down unlike a standard payment link. A standing link can be a fixed amount, a subscription or a variable amount, allowing the client to type in the amount they would like to pay.

This article outlines the process of creating a standing link. For information on  embedding a Gravity Legal standing link as an iframe on your firm's website, see this article

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Topics: Payments, Standing Links


Using QR Codes to Help Clients Pay on Paper Invoices

Posted by Emery Wager on February 17, 2021

This articles covers how to generate and use a QR code to make it easier for clients to pay when receiving paper invoices. 

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Topics: Integrations, Standing Links


Internal Bank Transfers in Gravity Legal

Posted by Emery Wager on February 3, 2021

This articles outlines the process for transferring money between your firm's bank accounts using Gravity Legal. 

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Topics: Clients, Transfers


Deposit Timelines

Posted by Emery Wager on December 16, 2020

This article outlines the standard Gravity Legal deposit timelines. The deposit timeline is the time between a successful client transaction and the time when those funds are deposited into your bank account. 

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Topics: Properties


Refunds and Voids Overview

Posted by Emery Wager on November 10, 2020

This article covers how voids and refunds work in Gravity Legal. For details on how to run a void or refund, see Running Voids and Refunds

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Topics: Properties, Refunds and Voids


Using Gravity Legal with Xero Invoicing

Posted by Emery Wager on November 4, 2020

This article outlines the process for using Gravity Legal to get paid for invoices and trust deposit requests through Xero.  

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Topics: Integrations, Xero


How Law Firms Can Accept Payments through Acuity Scheduling

Posted by Emery Wager on October 23, 2020

This article shows law firms how to use Gravity Legal to accept payment for appointments scheduled in Acuity Scheduling.

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Topics: Acuity Scheduling, Integrations


Running Refunds and Voids

Posted by Emery Wager on October 13, 2020

This article covers how to run refunds and voids in Gravity Legal. For details on how refunds and void work, see Refunds and Voids Overview

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Topics: Properties, Refunds and Voids


Create, Post and iFrame a Standing Link

Posted by Emery Wager on October 7, 2020

A Gravity Legal Standing Link is a convenient way for law firms to accept payment. A Standing Link can be used by multiple clients and never gets paid down unlike a standard payment link. A standing link can be a fixed amount, a subscription or a variable amount, allowing the client to type in the amount they would like to pay. These links can be created in the Gravity Legal application and then included, either as a normal hypertext link or iframe on a law firm’s website.

This article outlines the process for embedding a Gravity Legal standing link as an iframe on your law firm's website. 

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Topics: Payments, Standing Links


Understanding Your Credit Card Processing Statement for Law Firms

Posted by Emery Wager on October 5, 2020

Credit card processing statements are infamous for unintelligible TLAs (Three letter acronyms), hidden fees and a host of other line items designed to befuddle even the most thorough examiners. At Gravity Legal we've designed our processing statements to try and do away with the confusion and provide information that can help you actually reduce your processing costs. We've consolidated the most important information down to one single page. In this article, we go through the key elements of the statement and how you can use the information.

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Topics: Processing Statement, Properties


Application Permissions for Firms

Posted by Emery Wager on October 1, 2020

This article outlines the access each role has in the Gravity Legal application, how to change this access and invite new team members. 

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Topics: Settings, Permissions


LeanLaw Integration - Sending and Accounting for Trust Requests

Posted by Emery Wager on September 21, 2020

This page outlines how to send trust requests and account for those requests once paid through the LeanLaw integration.

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Topics: LeanLaw, Quickbooks, Integrations


LeanLaw Integration - Setup

Posted by Emery Wager on September 21, 2020

This page outlines how to setup your Gravity Legal LeanLaw integration.

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Topics: LeanLaw, Quickbooks, Account Setup, Integrations


LeanLaw Integration - Onboarding with Gravity

Posted by Emery Wager on September 21, 2020

 

This page outlines how to setup your Gravity Legal account.

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Topics: LeanLaw, Quickbooks, Account Setup, Integrations


Onboarding with Gravity Legal

Posted by Emery Wager on September 15, 2020

This page outlines how to setup your Gravity Legal account and get started accepting payments.

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Topics: Account Setup


Charging Card Fees to Clients

Posted by Emery Wager on September 7, 2020

This page outlines the surcharging feature in Gravity Legal, which allows firms to automatically bill clients for the cost of credit card processing at the point of payment. 

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Topics: Surcharging, Properties


Payment Links - Overview

Posted by Emery Wager on July 1, 2020

A Payment Link is a link tied to a particular client and optionally a matter. The link is of a designated amount, which the client pays down in full or partially. Payments on a payment link can be deposited into any of the firm's bank accounts or split between multiple bank accounts. 

This article outlines the process of creating and processing a payment on a Payment Link. 

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Topics: Payment Links, Payments


Clio Integration - Billing Clients

Posted by Emery Wager on May 13, 2020

 

This page outlines the following features related to the Gravity Legal Clio integration:

  • Clio synchronization
  • Billing clients
  • Accounting for payments

For instructions on how to enable your integration, see Clio Integration - Setup.

For instructions on managing your Clio Integration settings, see Clio Integration - Settings

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Topics: Clio, Integrations


Clio Integration - Settings

Posted by Emery Wager on May 13, 2020

This page outlines the following features related to the Gravity Legal Clio integration:

  • Enabling Aggregate Payment Links
  • Setting Default Client Email Messaging 

For instructions on how to enable your integration, see Clio Integration - Setup.

For instructions on billing clients and accounting for payments through the integration, see Clio Integration - Billing Clients.

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Topics: Clio, Integrations


Clio Integration - Setup

Posted by Emery Wager on May 13, 2020

 

This page outlines how to setup your Gravity Legal Clio integration.

For instructions on billing clients and accounting for payments through the integration, see Clio Integration - Billing Clients 

For instructions on managing your Clio Integration settings, see Clio Integration - Settings

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Topics: Clio, Integrations


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