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Legal IOLTA PaymentsGuided API / WebhookSync SLA: 0.8s SMS Checkout

How to Connect LawPay (IOLTA Trust & Operating) with CallCourty AI

State Bar of Texas compliant IOLTA trust retainer links and past-due invoice recovery.

Open LawPay Portal

Texts consultation & retainer payment links to callers before hanging up with strict IOLTA trust isolation.

Routes earned consultation fees to your Operating Account and unearned retainers to your IOLTA Trust Account.
Ensures processing fees are only deducted from your Operating Account in compliance with State Bar of Texas rules.
Direct API & Webhook Credentials Setup

Follow the visual walkthrough steps below to grab your LawPay (IOLTA Trust & Operating) API key or webhook URL, then paste it here to activate live sync.

Encrypted at rest with AES-256-GCM.
Visual Step-by-Step Instructions

LawPay (IOLTA Trust & Operating) Setup Walkthrough & Annotated Screens

Your CallCourty Webhook URL:
1

Copy Your LawPay Secret Key & Trust Account ID

Open LawPay Portal

Sign in to LawPay (AffiniPay), click Settings → API Keys, and copy your Secret Key and target Trust/Operating Account ID.

Where to click: Select your IOLTA Trust Account ID so retainer links deposit with 100% trust compliance
secure.lawpay.com/settings/api-keys
IOLTA Compliant
LawPay (IOLTA Trust & Operating) Configuration View
Step 1 Visual Guide
Portal Navigation
Transactions
Quick Bill
Settings → API KeysClick
IOLTA Accounts
IOLTA Compliant
Step 1: Copy IOLTA Trust Account API Key

Select your IOLTA Trust Account ID so retainer links deposit with 100% trust compliance

lp_trust_live_99102a
Automatic Schema Mapping

How CallCourty AI Maps Call Data into LawPay (IOLTA Trust & Operating)

Real-Time JSON Payload
CallCourty AI Intake VariableLawPay (IOLTA Trust & Operating) Target Field
full_name + matter_idLawPay Client Reference
amount_owedLawPay IOLTA Trust / Operating Charge