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Headnote

Headnote Rating:
4.7/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 9/10
    9/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 9.5/10
    9.5/10
9.4/10
Comments Rating 0 (0 reviews)
Details

Rating Breakdown

Our Rating: 4.7/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Headnote is an IOLTA-compliant payment processor for credit cards and eChecks, plus tools like automated email reminders, recurring payments, and client satisfaction surveys. It’s also ridiculously easy to set up and use.

On this Page

Who Headnote is For

Honestly, Headnote is a no-brainer if you want to accept online payments from clients but aren’t sure how. All you have to do is sign up, generate a link, and email it or attach it to an invoice. You could be sending an invoice before you finish reading this page. With it’s advanced collection tools, Headnote is worth considering even if you already use law practice management software with access to a built-in online payments function.

Headnote Features

Website
 headnote.com
Starting Monthly Fee
 $0
Starting Processing Fee
 1.9% for eChecks; 2.9% for credit cards
About Credit Card Processing Fees
Comparing credit card processors on price is difficult because there are so many fees involved, from monthly fees to per-transaction fees, with variations for eCheck/ACH versus swiped cards versus keyed-in transactions and extra fees for "signature cards" like American Express. As a rule of thumb, credit card processing fees are 2–3.5% of the transaction. eCheck/ACH fees are usually lower.
Free Trial
✓
Apps
  • Web
Support
  • Email
  • Live Chat
  • Phone
Accept Payments
Accepting payments is the defining feature of credit card processing tools, of course. However, not all processors accept all payment types. See below for a more detailed breakdown.
✓
Recurring Payments
You can use recurring payments for subscriptions and other pay-over-time fee arrangements.
✓
Send Invoices
Some credit card payment processing tools include a basic invoicing feature in case you don't have separate accounting or billing software.
✓
Payment Reminders
With payment reminders you can automate email notifications to your clients to remind them about upcoming or past-due payment dates.
✓
Payment Types Accepted
Major Credit Cards
✓
eCheck/ACH
✓
International
✗
Issue Refunds
When you have to give the money back.
✓
Reporting
Generate report like payments received or upcoming payments.
✓
Fraud Protection
Payment processors should monitor transactions for suspicious activity to help avoid fraudulent charges.
✓
Trust Account Compliance
Some jurisdictions may require law firms that accept credit cards to comply with specific procedures. For example, pulling the transaction fee from your operating account or having your client pay it instead of subtracting it from the payment amount.
✓
Software Integrations
  • Clio
  • Gmail
  • Outlook
  • QuickBooks Online
  • Tabs3

Additional Details about Headnote

Collection tools. Headnote has a number of tools to help you get paid, including reminders and automated personalized emails until you get paid.

Super easy setup. Creating an account and setting up payment information is simple and straightforward. During setup, the software prompts you for all information required to send and receive payments, including uploading an invoice. At the end is a simple, unique link that can then be sent to the client to request payment.

Security. Headnote is Payment Card Industry (“PCI”) compliant and uses a SHA-256 SSL certificate to protect its users’ data. Headnote tokenizes (which is different from encryption) all payment details, including credit card numbers and bank account information.

Page edited by the Lawyerist editorial team. Last updated June 29th, 2020.

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