Banking

The Banking page is where your firm’s money infrastructure lives: the bank accounts Outlaw tracks, the payment processor that lets clients pay you.

Integrations

At the top of the page:

• Outlaw Payments: accept credit card and eCheck payments from your clients. Only the firm owner can sign up; the application is reviewed after you submit it, and the card shows “Your application is under review” until it’s approved (you can cancel a pending application). Once connected, you can open the payments portal or disconnect from here.

Your Accounts

The table lists your bank accounts. There are three types, and the distinction is the heart of legal accounting:

• Operating: your firm’s money, the fees you have earned. You can have one operating account.
• Trust (IOLTA): your clients’ money, funds you hold but have not yet earned. Only one trust account is supported; its balance shown here is the total of every client’s and case’s trust funds. See Transactions for how trust money moves.
• Escrow: funds held in escrow, such as proceeds from a property sale. An escrow account must be tied to a specific case, and you can have as many as you need.

Each account has a name and free-form notes. When Outlaw Payments is connected, the table also shows each account’s last four digits and its status at the processor.

Re-Linking a Bank Account

If a bank account changes (fraud, a bank switch, an account closure), the firm owner can open the operating or trust account and choose Re-Link Bank Account. The current account is deactivated and a new one is linked through Plaid, the secure bank-connection service. This can’t be undone, so the app confirms before proceeding.