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// SB Financial · for immigration law firms

Payments built for immigration law firms.

Large retainers. International clients. Trust funds that must stay separate. Generic processors weren't built for how an immigration firm bills — so you overpay on fees and fight your own payment tools. That’s why we partner closely with PaySys: through SB Financial, you get processing shaped around the practice.

Retainerslarge one-time fees, handled
Globalinternational cards accepted
Trustoperating & IOLTA kept separate
Lowereffective processing rates
Get a rate review How it works
// Why generic processors fail law firms

Your billing isn't retail.

A $6,000 retainer on a card from overseas looks like fraud to a processor built for coffee shops — so it gets declined, flagged, or held. Meanwhile the percentage fee on large legal payments quietly eats thousands a year, and your operating and trust funds have to stay cleanly separated.

A processor that understands professional services prices and underwrites for exactly this. That's what I set up for you through PaySys.

01

Large & international payments

Big retainers and cards issued abroad clear cleanly — fewer declines, fewer holds on exactly the payments that matter most.

02

Trust-account aware

Separate operating and IOLTA/trust accounts so client funds and earned fees never commingle — configured to your state's rules.

03

Pass on card fees, compliantly

Where permitted, surcharge or offer cash discounts so processing costs don't come out of your margin — set up the right way.

04

Payment plans & recurring

Let clients pay a retainer over scheduled installments — automatically, without your team chasing each one.

// How it works

Three steps. No disruption.

i.

Send a recent statement

I find your real effective rate and show you exactly where the firm is overpaying — free, before you change anything.

→ same-day reply
ii.

I set up SB Financial

Accounts configured for retainers, international cards, and trust separation — mapped to your state's compliance rules.

→ days, not weeks
iii.

Your firm bills cleaner

Clients pay easily, fees drop, funds stay separated. You get the time back you spent fighting payment tools.

→ lower rates, less admin
// Questions

Straight answers.

Can this keep my trust/IOLTA funds compliant?+

Yes. We configure separate operating and trust accounts so client funds and earned fees never commingle, and so processing fees are drawn from the right account per your state bar's rules. Confirm specifics with your bar, but the setup is built for it.

My clients pay from overseas — will those cards work?+

That's a core reason firms switch. International and large-ticket payments are underwritten as expected activity, so they clear instead of getting auto-declined or held.

Can I stop eating the card fees?+

Where your state permits, we can set up compliant surcharging or cash-discount programs so processing costs don't come out of your margin. I'll tell you what's allowed where you practice.

What's your role vs. PaySys?+

We're an approved affiliate of PaySys, authorized to market its services. They're the processor; I'm your advocate and point of contact through the rate review, setup, and beyond. As an affiliate partner I'm compensated by PaySys — never by you.

Current as of .