Retainers, invoices, and disbursements collected securely — with SRA-compliant audit trails.
Law firms deal with strict rules on client money — the SRA has clear expectations about how payments are handled, recorded, and routed. On top of that, there's PCI DSS. Most firms are managing both with manual processes that weren't designed for either.
The SRA mandates strict separation of client and office funds. Payment processes must route funds correctly every time — errors can trigger regulatory investigation and professional sanctions.
Solicitors Regulation Authority rules govern how client money is handled, recorded, and protected. Every phone payment must comply with SRA Accounts Rules alongside PCI DSS.
Law firms hold privileged client information alongside payment data. A breach of card details during a phone call could compromise client confidentiality and professional obligations.
Clients often call to pay invoices and are asked to read card details to reception or accounts staff. This creates delays, errors, and unnecessary data exposure.
DTMF masking lets clients key in card details during the call while staff hear only flat tones. Card data never enters your practice management system.
Payment workflows designed to satisfy SRA Accounts Rules. Route payments to the correct client or office account with full traceability and audit records.
Browser-based portal works alongside your existing practice management software. Staff access Paytia from any web browser without disrupting established workflows.
Send branded payment links to clients by email after a phone consultation. Clients pay invoices, retainers, and disbursements at their convenience — fully PCI compliant.
Every transaction is logged with timestamps, staff IDs, client references, and payment outcomes. Meet SRA record-keeping requirements without additional administration.
Record client calls without capturing card data. DTMF masking means recordings are automatically PCI compliant and safe to retain for regulatory purposes.
What changes when your practice stops handling card data
Card data never touches your practice management system, your network, or your call recordings. Client confidentiality stays intact because there's nothing sensitive in your environment to compromise.
Payments route to the correct client or office account automatically, with full traceability. The audit trail the SRA expects is built into every transaction.
Clients pay invoices, retainers, and disbursements during or after a phone call. No delays waiting for cheques, bank transfers, or follow-up payment requests.
Transaction logs, payment reconciliation, and audit records happen automatically. Less time spent on payment admin means more time on billable work.
Clients key in card details discreetly rather than reading them aloud to reception. A more dignified and professional payment experience.
Your PCI audit scope shrinks because card data never enters your systems. That means lower assessment costs and less security overhead for your practice.
Our complete suite of payment tools designed specifically for law firms and legal services
Agent-assisted secure phone payments with DTMF masking. Clients pay during the call while staff never access card data.
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Send branded, secure payment links after consultations. Clients pay invoices and retainers at their convenience.
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Set up payment plans for ongoing legal matters. Tokenised card storage means fees collect automatically on schedule.
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24/7 automated payment line for invoice payments outside office hours. Clients pay when it suits them.
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From retainer deposits to urgent court filing fees, Paytia covers every telephone payment scenario in legal practice.
Collect upfront retainer payments securely before commencing legal work with clear audit trails.
Collect payments on account for court fees, search fees, filing fees, and expert witness costs.
Clients call to pay outstanding invoices securely without reading card numbers to staff.
Process emergency payments for injunctions, court applications, and time-sensitive legal matters.
The highest level of PCI certification. Paytia is audited annually by a Qualified Security Assessor.
Aligned with Solicitors Regulation Authority Accounts Rules for client money handling, record keeping, and payment traceability.
Full compliance with UK and EU data protection regulations. Client data handled according to strict privacy standards.
UK government-backed cyber security certification. Assessed and certified annually.
Paytia's payment workflows are designed to satisfy SRA Accounts Rules. Payments can be routed to the correct client or office account with full traceability, timestamps, staff IDs, and client references logged automatically.
Yes. After a phone consultation, staff can send branded, secure payment links by email. Clients pay invoices, retainers, and disbursements at their convenience — fully PCI compliant and traceable.
Paytia's browser-based portal works alongside most practice management platforms. Staff access it from any web browser without leaving their existing workflow.
Yes. DTMF masking strips card data from the audio stream before it reaches your recording platform. Recordings are automatically PCI compliant with no manual pause/resume required.
Paytia supports configurable payment routing so funds can be directed to the appropriate client or office account. Every transaction includes a full audit trail for SRA record-keeping requirements.
See how Paytia keeps card data out of your practice — with SRA-compliant routing, full audit trails, and no changes to how your team works.