We’ll examine the current landscape of payment technologies, identify common collection bottlenecks, and demonstrate how e-payment solutions can address these challenges while creating new opportunities for growth. Through real-world case studies and actionable implementation steps, you’ll discover how to transition from traditional payment methods to a streamlined electronic system that benefits both your firm and your clients.By the end of this session, you’ll walk away with a clear roadmap for modernizing your payment infrastructure, accelerating cash flow, and substantially improving your firm’s financial performance.
After completing this session, participants should be able to:
Emery grew up in Seattle, Washington, and graduated from Stanford University with a degree in mechanical engineering. He began his career as an engineer at a medical device startup in Silicon Valley before joining the United States Marine Corps and earning a position as an infantry officer. He completed two combat tours to Afghanistan – one as a platoon commander and one as a company executive officer – before leaving active duty.
After almost a decade in the financial technology sector, he developed the concept for Confido Legal and has been focused on finding ways to help law firms succeed as businesses ever since. Through Confido, he has personally worked with hundreds of law firms, helping them optimize their financial health.
Jay Sanchez is a Customer Success leader based in Pennsylvania, leveraging over eight years of experience to help law firms modernize, adapt their tools, and navigate change with confidence. Born and raised in Puerto Rico, he once thought he was destined to be a lawyer—until his first year studying forensic psychology made him realize his real passion was in art, psychology, and solving complex challenges. That shift led him to customer success, where he now partners with legal professionals to streamline operations, implement the right systems, and ensure they’re equipped for long-term growth.
With a background in fraud detection across banking and global eCommerce, Jay understands risk, efficiency, and the psychology of change. Rooted in his neurodivergent perspective and creative problem-solving skills, he specializes in customer advocacy, change management, and learning the ins and outs of each firm’s workflows, ensuring firms can transition smoothly into stronger, more adaptable businesses. Pragmatic, results-driven, and focused on helping legal teams thrive, Jay makes complex transformations feel simple so firms can focus on what they do best.
See invoices paid 70% faster with LeanLaw’s streamlined accounting workflows. Boost collections and increase your cash flow. LeanLaw is the alternative to law practice management software.
