FIRM PAYMENT SETTINGS
Payment setup.
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Test mode only. No real money is collected through this website.
Operating account
Trust / IOLTA account
The destination for each type of fee still needs to be confirmed before enabling live payments.
Payment treatment
First determine who owns the money now. For funds requiring trust, determine whether the owner can earn net income while the funds are held. A flat fee is not automatically earned on receipt.
- Operating account: earned fees, or a separately reviewed fee arrangement that applicable state rules permit outside trust. A deposit outside trust does not eliminate refund duties.
- Funds requiring trust that cannot earn net income for their owner: IOLTA.
- Funds requiring trust that can earn net income for their owner: an appropriate interest-bearing trust account for that owner.
Tennessee: RPC 1.5 and 1.15 and Rule 43. Washington and Oregon require their own fee analysis. No treatment selection changes a Stripe payout destination.
State-specific fee review
Tennessee: a flat-fee label alone does not make the money earned. Review any claimed earned-on-payment arrangement separately; this portal’s standard agreement does not create a nonrefundable fee.
Oregon: do not label fees “earned on receipt” or “nonrefundable.” A prepaid-fee arrangement outside trust requires the client-signed disclosures in RPC 1.5(c)(4), including the refund calculation.
Washington: an advance flat fee outside trust requires a signed arrangement meeting RPC 1.5(f)(2). The standard portal addendum does not itself elect that exception.
An internal payment review does not replace the client’s signed agreement. Confirm all applicable jurisdictions when more than one state is involved.
Matter payment review
Saved reviews
Stripe connection
This check reads the account identity only. It does not create a payment, change a bank account, or move money.
Open TSR Law payout settings in Stripe