If you’re a law firm looking for a smarter way to handle client payments and inbound calls, you’re probably wondering: can LawPay talk to your answering service? The answer: yes, with the right integration, you can connect LawPay and Upfirst’s AI answering service through Zapier. This means you can automate payment requests, streamline client intake, and save valuable time—no technical know-how required.
Let’s break down what’s possible with a LawPay answering service integration, how it improves your workflow, and how to set it up step by step.
What is LawPay?
LawPay is a leading online payment solution designed specifically for law firms and legal professionals. With LawPay, you can securely accept credit card and eCheck payments, manage client billing, and stay compliant with trust accounting rules (IOLTA/ABA guidelines). It’s trusted by thousands of attorneys for its ease of use, reliability, and integration with popular legal software.
What can you do with LawPay and Upfirst’s AI answering service?
Using Zapier, you can connect Upfirst’s AI-powered virtual receptionist with LawPay to automate key tasks after every call. Here are some powerful examples of what a LawPay answering service integration can do for your firm:
1. Instantly send payment requests after a client call
How it works:
When Upfirst’s AI answers a call, collects client details, and the call ends, Zapier can automatically create a new payment charge in LawPay using the caller’s info (like name, email, amount owed). This workflow makes it easy to get paid faster—no need to manually send invoices.
Why you want this:
Eliminates back-and-forth and reduces the risk of forgetting to invoice a client after a call. Perfect for consults, retainers, or any situation where you need to request payment as soon as a client reaches out.
2. Automatically add new leads or clients to LawPay
How it works:
Customize Upfirst’s agent to ask for details like name, email, and case type. After every call, Zapier creates a new contact or info request in LawPay using these custom fields.
Why you want this:
No more manual data entry—new clients are logged in LawPay right away, ready for follow-up or billing. Clean up your client intake and ensure no information slips through the cracks.
3. Prioritize urgent payment follow-ups
How it works:
Use Upfirst’s call transcript and custom fields to detect urgent cases (like someone calling about a collections matter or emergency payment). With Zapier’s Filters, only trigger payment requests for calls marked as urgent, or send special notifications to your billing team.
Why you want this:
This keeps your team focused, so urgent payment matters are handled immediately, while routine calls can wait until business hours.
4. Trigger multi-step workflows (advanced)
How it works:
Combine the LawPay answering service integration with other apps. For example: after a call, create a charge in LawPay, send a summary to your CRM (like Clio or PracticePanther), and alert your team in Slack—all automatically.
Why you want this:
Brings all your systems together, reduces repetitive work, and ensures everyone is in the loop.
What actions can you trigger in LawPay after our virtual receptionist answers a call?
Here’s what you can automate in LawPay using Zapier when a call completes in Upfirst:
- Create Charge: Instantly create a payment charge in LawPay for a client or matter.
- Create Contacts and Info Requests: Add a new contact or submit an info request in LawPay, using caller details collected by Upfirst’s AI.
These actions form the core of the LawPay virtual receptionist integration, letting you streamline client intake and payments right from the phone call.
How to connect LawPay to Upfirst
Setting up the LawPay answering service integration is straightforward with Zapier. Here’s a step-by-step guide:
- Sign up for Zapier (if you don’t have an account).
- Connect Upfirst to Zapier:
- In Zapier, click “Create Zap.”
- Choose Upfirst as the trigger app.
- Select the “Call Completed” trigger.
- Connect your Upfirst account (you may need an API key or to log in).
- Set up the trigger:
- Choose what data from the call you want to use (caller’s name, email, call summary, custom fields, etc.).
- Add LawPay as the action app:
- Select LawPay as the action.
- Choose “Create Charge” (or “Create Contact/Info Request” if available).
- Connect your LawPay account.
- Map fields:
- Assign the information collected by Upfirst (like client name, amount, email) to the corresponding fields in LawPay.
- (Optional) Add filters or conditions:
- Use Zapier’s Filter step if you only want to trigger a charge for certain calls (like only if the caller is a new client, or if the call was longer than 5 minutes).
- Test your Zap:
- Send a test call through Upfirst and watch it create a charge or contact in LawPay.
- Turn on your Zap!
That’s it—you’ve connected your AI receptionist and LawPay, no coding required.
In summary:
A LawPay answering service integration with Upfirst lets you automate payment requests, create new contacts, and streamline your client intake—all triggered by a phone call. With a few simple steps, you can improve client experience, speed up collections, and focus on what matters most: practicing law, not chasing paperwork. If you’re ready to set up a LawPay virtual receptionist integration, follow the steps above and see how much time you can save.
