From Manual Entry to Fully Automated Payment Flow — One API, Zero Spreadsheets
Weinberger Law Group, a US family law firm, was manually recording every LawPay e-check transaction into Salesforce and Accounting Seed. Twopir built a real-time integration that now handles payment sync, cash receipt creation, and fee disbursement tracking automatically — cutting accounting admin by 75% and processing time by 80%.
processing
accounting admin
reconciliation
accuracy
across matters
per payment
Six Operational Problems That Drained Finance Hours — and Six Fixes That Eliminated Them
Four Phases That Took the Firm From Manual Entry to Full Automation
Mapped Every Payment Touchpoint Before Writing a Line of Code
We reviewed Weinberger Law Group's existing LawPay payment workflows end-to-end, mapping the full lifecycle from e-check submission to Accounting Seed reconciliation. We identified every manual handoff, data duplication point, and integration gap that was costing the finance team time.
Built the LawPay–Salesforce Real-Time Payment Sync
We implemented the AffiniPay/LawPay REST API connection and wrote Salesforce Apex to handle payment processing logic — auto-identifying the correct client and matter record on each inbound transaction. Every e-check event in LawPay now triggers an immediate, structured update in Salesforce.
Automated Cash Receipt and Fee Disbursement Record Creation
We built Salesforce Flow automations that trigger on each successful payment event — generating a fully populated Cash Receipt (linked to the matter) and a separate Disbursement record for the LawPay merchant processing fee. No manual calculation, no human touchpoint between payment and accounting record.
Validated Every Scenario Against the Manual Process
We ran multi-scenario e-check tests covering successful payments, failed transactions, partial payments, and edge-case fee calculations — running each in parallel against the firm's prior manual process to confirm accuracy. Every automated output was verified against what staff had previously produced by hand.
Deployed to Production and Enabled the Finance Team
We deployed the full integration to the Weinberger Law Group production environment and ran hands-on training sessions with finance and operations staff. We set up monitoring to track payment event success rates and alert on any sync failures — ensuring the team had full confidence from day one.
The team used to spend hours every week manually re-entering LawPay transactions and calculating merchant fees. Now the system does it instantly — cash receipts are created, fees are logged, and Accounting Seed is updated before anyone even opens a spreadsheet. It changed how the whole finance operation runs.
— Twopir Project Lead · US Family Law Firm · Salesforce + LawPay Implementation · 2024What Changed — In Numbers and in Practice
Payment processing is 80% faster — from submission to Salesforce record
LawPay e-check payments now sync to Salesforce in real time via REST API. The same-day manual entry batches that previously dominated the finance team's mornings are gone entirely.
Accounting admin down 75% — Cash Receipts generate without staff involvement
Each successful payment now auto-generates a fully populated Cash Receipt record linked to the correct matter in Accounting Seed. Finance staff no longer create, match, or verify these records manually.
Fee reconciliation is 90% faster — disbursements created at transaction time
LawPay merchant processing fees are automatically calculated and logged as Disbursement records at the moment of each payment event — ending the monthly manual fee reconciliation cycle.
99% transaction accuracy — Apex logic eliminates human data-entry error
Custom Salesforce Apex handles the payment matching and record creation logic. Payment amounts, transaction IDs, dates, and matter references are captured exactly as they appear in LawPay — no re-keying, no mismatches.
Real-time financial visibility — every matter shows current payment status
Finance and operations teams can see payment status, cash receipts, and fee disbursements across all matters in real time — without waiting for end-of-day manual updates or monthly reconciliation reports.
Zero hours of manual payment entry — staff time reallocated to client work
The full payment-to-accounting flow now runs without human intervention. Finance and operations staff who previously spent hours each week on payment data entry are now focused on client-facing and higher-value activities.
Running a law firm payment process that still relies on manual entry?
If your finance team is still re-keying LawPay transactions and reconciling fees by hand, we can show you exactly what can be automated — at no cost.
The Tools and Techniques Behind This Engagement
Running a law firm payment process that still relies on manual entry?
We can audit your current LawPay or payment gateway setup and map exactly what can be automated — free, with findings delivered in 5 business days. No commitment required. We serve US, Canada, UK, UAE, Australia and New Zealand clients across EST, GMT, and AEST time zones.
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Built for firms that can't afford payment errors or wasted hours
Twopir Consulting has delivered Salesforce integrations for 500+ clients across 12+ years — including legal, healthcare, SaaS, and financial services firms in the US, Canada, UK, UAE, Australia and New Zealand. We build integrations that run reliably, not just ones that demo well.
12+ Years · 500+ Clients · Salesforce Partner · HubSpot Partner · US · Canada · UK · UAE · Australia · New Zealand
