MyCase LawPay Migration: 5 Things Law Firms Should Check to Protect Their Money

If your law firm uses MyCase to collect client payments, there's an accounting change worth reviewing, even if everything appears to be working normally.

MyCase transitioned its MyCase Payments customers to LawPay, bringing payment processing into the LawPay system. While the transition was designed to preserve familiar billing and payment workflows, law firms still need to make sure their financial accounts are configured correctly.

Why? Because a payment can process successfully without necessarily ending up where you intended.

The most important thing for MyCase users to verify is that client payments are being deposited into the correct bank accounts, trust funds remain protected from processing fees, and the firm's financial reports accurately reflect the money received.

A few minutes spent reviewing these settings could help prevent much larger accounting problems later.

What Changed With MyCase LawPay Migration?

MyCase migrated its MyCase Payments customers to LawPay as part of its 2025 payment processing transition.

LawPay is a payment processing platform built for legal professionals, with features designed to accommodate the distinction between a law firm's operating funds and client trust funds.

For law firms, that distinction matters.

Your operating account is generally where you collect earned legal fees and pay business expenses. Your trust account holds client funds that must be handled according to applicable professional responsibility and trust accounting rules.

When these accounts are not correctly configured, even an otherwise routine payment can create accounting complications.

The good news is that reviewing your payment setup doesn't have to be complicated.

Here are five things every MyCase user should check.

1. Verify That Trust Payments Go Into Your Trust Account

Start with one of the most important questions: Where are your client trust deposits actually going?

If your firm accepts advance retainers or other funds that must be held in trust, those payments generally need to be deposited into the appropriate client trust account, subject to your jurisdiction's rules.

Don't assume the account is correct simply because you've used MyCase for years.

Review the bank account connected to your trust payment processing and confirm that it matches your firm's designated trust account.

For firms with multiple trust accounts, verify that the correct accounts are connected and that payments are routed appropriately.

What to check

• The correct trust bank account is connected to LawPay.

• Trust payments are directed to the appropriate account.

• The bank account information matches your actual banking records.

• Trust deposits are recorded against the correct client and matter.

• Recent deposits appear correctly in your trust accounting records.

A payment showing as completed in your practice management software is not the same as confirming that the money reached the correct bank account.

Verify both.

2. Make Sure Merchant Processing Fees Are Not Charged to Your Trust Account

This is an important detail law firm owners sometimes overlook.

When a client makes a payment by credit card, the payment processor typically charges a transaction fee.

That fee is a business expense. It should not improperly reduce the client funds your firm is required to safeguard.

For example, imagine a client makes a $5,000 trust deposit. If processing fees are deducted directly from those protected funds, the amount received may no longer match the amount the firm is obligated to hold for that client.

That can create a trust accounting issue.

LawPay offers trust account protection features designed to help prevent this problem, but your firm should still verify how its accounts and processing fees are configured.

What to check

Confirm that your operating account is properly designated for merchant processing fees and that those fees are not being improperly deducted from client trust funds.

Also review how chargebacks, refunds, and other payment adjustments are handled. These situations can create additional complications if they affect funds held in trust.

Your accountant or bookkeeper should be able to explain how the processing fees are recorded and which bank account is being charged.

The goal is to make sure your firm's payment processing setup supports your trust accounting obligations rather than creating unnecessary reconciliation problems.

3. Double-Check Your Operating Account Information

Trust accounting isn't the only concern.

Your law firm's operating account also needs to be configured correctly to receive payments for earned legal fees.

This means verifying the bank name, routing number, account number, and account designation.

It sounds simple, but incorrect banking information can lead to delayed deposits, failed transfers, or payments being sent somewhere you did not intend.

And because banking information is sensitive, you also need to be alert to the possibility of fraudulent account changes.

A simple verification process

Compare the banking information in your authorized payment processor account with your firm's verified bank records.

If someone else completed the setup, don't rely solely on their verbal confirmation.

Ask them to show you the configured account details through the secure platform or an appropriately protected record. Avoid sending complete account numbers through unsecured email.

Where possible, confirm that a recent payment settled into the correct operating account.

The important question isn't just whether your firm received a payment. It's whether the payment reached the account where it belongs.

For law firms that depend on regular client collections to meet payroll and operating expenses, even temporary interruptions can affect cash flow.

4. Review Your Payment Reports and Reconcile Deposits

One benefit of the MyCase and LawPay integration is access to payment reporting that can support financial reconciliation.

MyCase provides LawPay reporting options that include monthly processing fee statements, deposit reports, and transaction information.

These reports give your accounting team useful information for verifying payments.

However, during the migration, some legacy payment activity could appear in older MyCase reports rather than the newer LawPay reports. That makes it important to understand which reports contain the transactions you're reviewing.

What your accounting team should compare

Record	What to verify
MyCase payment transactions	Payments recorded against the correct client or matter
LawPay deposit reports	Payments deposited into the appropriate bank account
Bank statements	Actual funds received and fees charged
Processing fee statements	Fees are accurate and recorded properly
Trust accounting records	Client trust balances reconcile with the appropriate bank and ledger records

If your firm maintains client trust accounts, your payment review should also support its required trust reconciliation process, including three-way reconciliation where applicable.

A discrepancy between payment processing reports and bank deposits should be investigated rather than automatically classified as a timing difference.

For example, if LawPay shows a payment was processed but the deposit isn't appearing in the expected bank account, determine whether the payment is still settling, was returned, or was routed incorrectly.

The sooner your firm identifies a discrepancy, the easier it may be to resolve.

5. Ask Your Accountant or Bookkeeper for Confirmation

If your accountant, bookkeeper, or office administrator manages your firm's payment systems, you don't necessarily need to complete every technical step yourself.

But as the law firm owner or managing partner, you should know that the setup has been verified.

One of the simplest things you can do is request confirmation that the accounts are properly connected.

Ask your accounting team:

• Have we verified where our operating deposits are going?

• Are trust deposits going into the correct trust account?

• Are merchant processing fees being charged to the appropriate operating account?

• Have we checked recent deposits against our bank statements?

• Are there any payment transactions or reconciliation differences that need attention?

These are reasonable questions, and your team should be able to provide clear answers.

If the transition has already been completed, ask them to verify the existing configuration rather than assuming everything is correct.

Delegating your law firm's accounting tasks doesn't mean you have to personally manage every transaction. It means you need a reliable way to confirm that important financial controls are working.

Why This Matters Beyond the MyCase Migration

It's easy to think of a payment processing update as a software issue.

But the real concern is what happens to your firm's money.

An incorrect trust account configuration could create problems with client funds and professional responsibility obligations.

An incorrect operating account could interrupt collections and create unnecessary cash flow pressure.

And inaccurate payment records can make it harder to trust your financial reports.

Consider a law firm collecting $100,000 per month in client payments. Even a temporary disruption affecting $20,000 of expected operating deposits could create pressure if payroll and other expenses are due before the issue is resolved.

That doesn't necessarily mean the money is lost. But it does mean the firm may have to spend valuable time investigating deposits, contacting its payment processor, and adjusting its cash flow plans.

These are distractions that can often be reduced through proper verification and regular reconciliation.

This is also why law firm owners should pay attention whenever their practice management software introduces changes affecting billing, collections, payment processing, or bank integrations.

Technology can make collecting payments easier, but financial controls are what help you confirm that the money is being handled correctly.

Quick MyCase and LawPay Accounting Checklist

If your firm previously used MyCase Payments, use this checklist to review your current setup:

• Confirm that your LawPay integration is connected correctly.

• Verify that trust deposits are directed to the appropriate trust account.

• Confirm that merchant processing fees are not improperly deducted from client trust funds.

• Double-check your operating account's bank and routing information.

• Review recent transactions against actual bank deposits.

• Reconcile processing fees and investigate unexplained differences.

• Ask your accountant or bookkeeper to confirm that everything is configured correctly.

You don't need to wait until something goes wrong to complete this review.

In fact, a routine check after any payment processing or bank account change is a good practice for protecting your firm's financial operations.

Final Thoughts: Don't Let a Payment Processing Change Become an Accounting Problem

The MyCase transition to LawPay is a useful reminder that even routine software updates deserve attention when they affect your firm's finances.

You don't need to become an expert in payment processing technology. You do need confidence that your trust funds are protected, your operating deposits are reaching the correct account, and your financial records accurately reflect what's happening.

If your accounting team handles the technical setup, ask for confirmation and review the results.

A little oversight now can help prevent avoidable financial headaches later.

Need Confidence in Your Law Firm's Financial Systems?

At TLTurner Group, we help law firms strengthen their bookkeeping, financial reporting, and accounting processes so firm owners can make decisions with greater confidence.

[Schedule a Financial Consultation] to discuss whether your firm's accounting systems and financial controls are supporting your practice.