Integrate Confido Legal with Retently

Trigger NPS/CSAT surveys after client interactions or payment processing, sync client profiles to keep customer data updated, and use survey feedback to improve client management services.

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About Confido Legal

Confido Legal provides services for client management, payment processing, and request handling. It allows users to find existing clients and process payments securely.

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Confido Legal to Retently

1

New Payment Processed

Triggers when a new payment is made for a given Client and Matter.
RetentlyConfido Legal logo

Retently to Confido Legal

1

Find Client

Finds an existing client.
2

Send Payment Request

Sends a payment request for providing funds to the trust account.
3

Find or Create Client

Finds an existing client or creates a new one if not found.

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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

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