The CP button in ProLaw allows you to process transactions directly from Matters, Ledgers or Contacts without having to leave ProLaw and log into ClientPay.
- Log into ProLaw
- Go to Tools> Setup > Professionals
- Select a professional
- Client Pay Firm Key: 0
- Client Pay Email: Enter the token provided by ClientPay support upon completion the Connect installation.
- Client Pay Firm Identifier: 0
- Repeat this process with the same email token for each professional.
**Please note: This feature requires a Connect integration with ProLaw. You must be an admin user in ProLaw to access these settings.