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Documentation Index

Fetch the complete documentation index at: https://docs.confidolegal.com/llms.txt

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Payment Links are hosted payment pages of a specified amount that are tied to a specific Client. Payment Links can be presented to the Client as standalone links or embedded into your application via an iframe. Payment Links are the fastest way to go to market. They allow you to leverage all of our pre-built Payment Methods and other features, such as surcharging. Payment Links also allow you to benefit from new Payment Methods we add in the future, such as client financing and Apple Pay, without additional engineering work.

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PCI and hosted pages

Card data is collected on Confido-hosted payment pages (or in Confido-hosted iframes when you embed a link). Your servers never handle raw card numbers, which is why Payment Links are a common way to stay out of PCI scope for card entry. Your integration should still follow general security practices (TLS, protecting API tokens, etc.).

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Trust vs operating splits

Before creating or sending a Payment Link with a trust or operating split, confirm the Firm has the right default deposit accounts and bank accounts. Use the bankAccountsList / bankAccount queries (see the GraphQL playground) to verify accountCategory (trust vs operating) and IDs. If you specify a trust amount but the Firm has no usable default trust account, account resolution can fail or produce invalid configuration—validate in your integration rather than assuming every ACTIVE Firm has both categories in every edge case.

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Surcharging

Surcharging is controlled at the Firm level (whether surcharging is allowed and defaults) and can be overridden per Payment Link via the surchargeEnabled (or equivalent) field on create/update mutations where exposed. Card-brand rules and state laws on credit-card surcharges change over time; firms should enable surcharging only where permitted. Product-level toggles live in the Confido Legal app; partners can also pass through link-level flags where the API allows. When in doubt, direct the Firm to Confido support or counsel for compliance.
For more details on Payment Links, see these knowledge articles