Lease Agreements
Send the lease, attach the PDF, and collect a deposit or move-in payment from the same email.
Good for residential leases, room rental agreements, and property onboarding packets.
Documents + Payments
Email Delivery
Stripe Connected Accounts
Collect Payments
Send a legal document and a payment request in one workflow.
Create a document, add the amount due, email the client a payment link, optionally attach the file, and track the request from your dashboard. It works for lease agreements, eviction notices, invoices, and other legal forms you need to send out with payment instructions.
Delivery
Email + Link
Send the document and payment request together.
Tracking
Open to Paid
Monitor request status from the payments dashboard.
Payouts
Via Stripe
Bank account and payout settings stay in Stripe.
How it looks in practice
A client-ready payment request email
Subject
Payment Request for Lease Agreement
The client gets your message, the attached document, and a payment link in the same email, plus a reply-to path back to the sender if they have questions.
Client
Jordan Lee
jordanlee@example.com
Amount Due
$1,250.00 USD
Security deposit for signed lease
Attached document
Residential Lease Agreement.pdf
Pay with the payment link
The full workflow is designed to feel like one polished send, not a separate document email followed by a disconnected payment request.
Eviction Notices
Deliver the notice and include a payment option when the situation involves a past-due balance or settlement amount.
Keeps the document and the payment request tied together in one tracked workflow.
Invoices and Service Forms
Send an invoice-style document, add the amount due, and let the client pay through the payment link.
Works well for contractors, consultants, freelancers, and small business document requests.
Before You Start
What your account needs first
- An active LegalTemplates subscription. Trialing subscriptions count while the trial is active.
- A connected Stripe account for payment collection and payouts.
- A dashboard document to send, plus the client name and client email.
- A payment amount in USD and an optional message explaining the request.
New Stripe connected accounts can go through a review period before payments or payouts are fully enabled. Many reviews finish faster, but some can take a few business days.
Process
How collect payments works
1
Create or open a document
Start with a template such as a lease agreement, eviction notice, invoice, or another form already saved in your dashboard.
2
Connect your Stripe account
Turn on payments from the dashboard. Your payout bank account, payout schedule, and Stripe review status all live inside Stripe.
3
Enter client details and amount
Add the client name, client email, payment amount in USD, and an optional note that explains what the request is for.
4
Send the email with the payment link
LegalTemplates can email the client automatically, include the document as an attachment, and place the payment link directly inside the message.
5
Track status and get notified
See whether the request is open, paid, expired, or canceled. When payment is received, both the sender and client receive confirmation emails.
After The Send
What the workflow covers for both sides
This is more than a raw payment link. The document, the email, the request status, and the confirmation messages all stay tied together so the sender and recipient know what happened next.
What your client receives
An email with your document, a clear message about why they are being billed, and a payment link they can open from any device.
What happens after payment
The payment request updates in your dashboard, the client gets a receipt-style confirmation, and you get a paid notification email.
Where funds and payouts are managed
Stripe handles the connected account, review process, bank account setup, and payouts. LegalTemplates handles the document and request workflow.
Does the client receive the document and the payment link together?
Yes. You can send the email automatically, include the document as an attachment, and place the payment link in the same email so the request feels cohesive instead of pieced together.
Can I still create a payment link without emailing it automatically?
Yes. You can generate the payment request and choose to share the payment link manually instead of sending the email from LegalTemplates.
When do I get paid?
Funds and payouts are handled through your connected Stripe account. Stripe may review new connected accounts before turning on payments or payouts, and some reviews can take a few business days.
Ready To Try It
Create the document, send the request, and let the client pay from the same email.
Start with a document in your dashboard, connect Stripe for payouts, then send a payment request that feels polished and trackable from the moment it goes out.