Clio Payments

Question 1

Clio Payments is the feature that allows our customers and their clients to pay bills and trust requests in Clio with a credit card securely online. Accepting credit card payments in Clio is beneficial for our customers as it’s a tool that helps them to get paid faster. Did you know that Clio customers that leverage Clio Payments get paid an average of 35% faster per initial client bill, than Clio users who don’t?

Answer 1

Clio Payments is available to Boutique and Elite Clio subscribers in the U.S. and Canada

Clio partners with LawPay to offer credit card transaction processing directly from Clio. Before users can start recording credit card payments, they either need to connect an existing LawPay subscription to Clio, or apply for a new credit card processing account; again, right in Clio. Whether connecting an existing LawPay account or signing up through Clio, the firm will need to connect a real-world trust or operating account for the credit card funds to be paid into

*Clio payments is a cheaper way for firms to get paid, plain and simple. There is no monthly fee, and rates per transaction are low

Question 2

Clio Payments can be used in the following situations:

Answer 2

1. A client is at the office with their credit card, ready to pay their bills
2. A client has been sent the bill via email or Clio Connect - they can pay online

Firms just need to have a Boutique or Elite account and they can take advantage of this convenient feature

Question 3

Payment Plans

Answer 3

The payment plans feature allows firms to automate the collection of funds for a bill or for trust via credit card. This removes the administrative overhead in managing and scheduling collection while increasing the collection rate for firms. Coupled with Clio Payments, it’s possible for you to ensure that payments are drawn from a client credit card for an agreed upon amount at specified intervals. This also reduces the effort on your client’s side because the payment plan doesn’t require them to remember to process their payment

Question 4

Payment plans can be created on the Clio Payments page for firms on Boutique and Elite accounts by users who have administrator or billing permissions

Answer 4

It’s easy to select a client and enter in the amount you’ve agreed with the client should be charged at each interval.

From there, you can select which bank account in Clio the funds should deposit to and if it’s to pay down bills or for trust, the first installment date, and the frequency of the payment installments

You’ll have an opportunity to review the details of the payment plan before saving it

Payment plans can be both edited or stopped after being created by using the buttons in the Actions column

Question 5

Secure Payment Link

Answer 5

An even easier way to offer online payment to your clients is to use a Secure Payment link. This link accelerates your ability to receive payment and allows your clients to provide payment before a bill or trust request is ready. These payments will sync to your Clio account, ensuring that you have an accurate record of all transactions

This feature is accessible from the Clio Payments Transactions page in your Clio account. Each operating and trust account that you’ve connected to LawPay will have its own link, ensuring that the payments are deposited to the appropriate account