Skip to main content
Professional Services Payment Processing

Your Clients Owe $47K. Your Inbox Has Excuses.

The average professional services firm has 45-60 days of outstanding receivables. Mailed invoices collect at 30% rates. Email invoices do better — 50%. Text-to-pay with a one-tap link? 85%+. ClickWerxs gives you branded digital invoicing, secure card-on-file for retainers, ACH for large payments, and trust/IOLTA account processing for law firms. Stop chasing payments and start getting paid.

85%+

Text-to-pay collection rate

24hr

Next-day funding

ACH

Low-cost bank transfers

IOLTA

Trust account ready

$0

Setup fees

Send an Invoice. Get Paid the Same Day.

1

Create Invoice

Generate a branded invoice in your dashboard with line items, payment terms, and your logo.

2

Send via Text or Email

One click sends the invoice with a secure payment link. Client gets a text and an email.

3

Client Pays Instantly

Client taps the link, chooses card or ACH, and pays in under 60 seconds. No login, no app, no friction.

4

Funds Arrive Next Day

Card payments fund next-day. ACH settles in 1-2 business days. You see the payment in real time.

Flexible Billing for Every Engagement

Digital Invoice Payments

Send branded invoices via text and email with a secure pay-now link. Clients pay by card or ACH in under 60 seconds. No chasing, no calling, no waiting for checks. Collection rates: 85%+ vs 30% for mailed invoices.

85%+ collection rate vs 30% for mailed invoices

ACH for Large Payments

Accept bank transfers for settlements, large consulting fees, and project payments at a fraction of card cost. A $25K payment costs $5-10 via ACH vs $725+ by card. Next-business-day settlement.

$5-10 flat fee vs $725+ by card on a $25K payment

Client Self-Service Portal

Give clients a portal to view invoices, check payment history, make payments, and download receipts. Professional, branded, and zero work for your team.

Zero admin work — clients manage their own payments

Card-on-File for Retainers

Store client cards in a PCI-compliant vault. Charge monthly retainers, project milestones, or outstanding balances with one click. Clients don't re-enter card details for every engagement.

One-click billing for every retainer cycle

Recurring Billing

Automate monthly retainers, subscription advisory services, and installment plans. Set it once — payment collects automatically. Automatic email receipts for client records.

Set once, collect automatically every cycle

Trust/IOLTA Account Processing

For law firms: separate trust account processing with detailed audit trails, per-matter tracking, and compliance-ready reporting. Operating and trust accounts stay cleanly separated.

Per-matter audit trails for bar compliance

Stop Being Your Own Collections Department

You went to law school to practice law, not chase invoices. You built an agency to serve clients, not reconcile spreadsheets. Text-to-pay invoicing changes the dynamic: send an invoice, client pays from their phone, money arrives next day. No follow-up calls, no 'the check is in the mail,' no 60-day AR aging. Your firm gets paid on time. Every time.

  • Text-to-pay invoices collect at 85%+ rate
  • Average time from send to payment: under 2 hours
  • Automatic payment reminders for overdue invoices
  • Client sees branded invoice with your logo and terms

Invoice Tracker

Recent invoices

#INV-1204Johnson Estate
$4,500Paid
#INV-1203Acme Corp
$12,000Paid
#INV-1202Smith & Co
$2,800Sent
#INV-1201Davis LLC
$7,500Draft

Collected this month: $42,300 · 94% on time

Trust Account Processing Built for Bar Compliance

Commingling operating and trust funds is the fastest way to lose your license. ClickWerxs provides completely separate processing for operating accounts and IOLTA/trust accounts. Every trust account transaction has a per-matter audit trail, timestamped records, and compliance-ready reporting. Your bookkeeper and your bar association will both appreciate it.

  • Completely separate operating and trust account processing
  • Per-matter transaction tracking and audit trails
  • Compliance-ready reporting for bar association requirements
  • Automatic trust account reconciliation reports

Trust Account

IOLTA management

Trust Balance

$234,500

Recent Activity

DepositMatter #2847

Today, 2:30 PM

+$15,000
DisbursementMatter #2841

Today, 11:15 AM

-$8,200
DepositMatter #2849

Yesterday, 4:45 PM

+$3,500

Operating & trust accounts fully separated · Audit-ready

Trust Account Processing Built for Bar Compliance

Commingling operating and trust funds is the fastest way to lose your license. ClickWerxs provides completely separate processing for operating accounts and IOLTA/trust accounts. Every trust account transaction has a per-matter audit trail, timestamped records, and compliance-ready reporting. Your bookkeeper and your bar association will both appreciate it.

  • Completely separate operating and trust account processing
  • Per-matter transaction tracking and audit trails
  • Compliance-ready reporting for bar association requirements
  • Automatic trust account reconciliation reports
Get a Free Quote

Accounts Receivable Aging

Collection rate by method

Traditional Invoice
Text-to-Pay
0–7 days
15%85%
8–30 days
35%12%
31–60 days
30%2%
61–90 days
15%1%
90+ days
5%0%

85% collected within 7 days vs 15% traditional

Professional Services Payment FAQ

Common questions about payment processing for law firms, accountants, consultants, and agencies.

Your Clients Are Ready to Pay. Make It Easy.

Get started today

Get a Free QuoteView CRM Features

No credit card required. Free rate comparison.