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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
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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 goes beyond simple trust account compliant credit card processing for lawyers. It is a billing and payment collection platform. As such, it includes tools like automated email reminders, recurring payments, and client satisfaction surveys. Which can make it more of a Legal Time & Attorney Billing Software. It’s also refreshingly easy to set up and use.

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 its 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
  • PracticePanther
Software Compatibility
  • Clio
  • Gmail
  • Outlook
  • QuickBooks Online
  • Tabs3

Additional Details about Headnote

Collection tools

Headnote has a number of tools to help you and your clients manage your payments. It allows you to automatically send reminders and personalized emails to your clients. And, more importantly, you can easily set-up recurring, and installment payment plans. Which you can track in a web-based firm dashboard.

Initial 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.

Pricing

Headnote makes money on each transaction—just like everyone else. However, the set-up and the ongoing account are free. So, it’s kind of worth having around even if you aren’t using it all the time. Additionally, if you have a high volume of transactions, you may qualify for discounted pricing.

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