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Beautiful bills, quickly paid
Speed up client billing with custom bills you can build in minutes and deliver via email, text, or secure client portal. Make them easy to pay by credit, debit, or automated payment plans. Don’t just take our word for it:
Make it easy for clients to pay and for you to get paid
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Your to-do-list is long enough, and when it comes to processing online payments, you likely need to chase down outstanding invoices or struggle to keep up with billing. It doesn’t have to be this way.
Make the payment collection process fast, automated, and convenient for you and your clients with Clio’s online credit card software, built specifically for Canadian law firms. -
Get paid faster, save more time, and provide a better client experience
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Get paid instantly
Clio’s payment processing software makes it easy for clients to pay legal bills online as soon as they receive them. Clients can pay bills or trust requests online through your website, client portal, text message, and more.
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Remove the stress of large, unexpected legal bills
Give your clients flexibility with automated payment plans. Break payments into manageable amounts and set a schedule that fits your client’s needs (and your firm’s cash flow).
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Handle client billing and payments—all in one go
Manage online payments through a fully-integrated collections process. Payments are automatically associated with client bills, which means fewer manual data errors and more time back in your day.
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The legal payments solution trusted by Canadian law firms
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Get insights you can use
Stay on top of all your transactions with financial reports and instant payment notifications to get a real-time view of any outstanding balances. Set automated payment reminders for any bills that need additional follow-up.
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Enact a simple solution to complex trust accounting
Clio handles all trust-related transactions, including refunds, in compliance with trust accounting and IOLTA regulations. With earned and unearned funds kept separate, funds in your trust account are protected from all third-party debiting—including processing fees and chargebacks.
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Operate in accordance with PCI legislation
Clio uses the payment industry’s most advanced security measures—with bank-grade protection of client data and proactive fraud detection—so you can safely accept online payments. Clients can also store card details for future transactions.
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Have peace of mind with simple and transparent pricing
Online payments are included in all Clio Manage subscriptions. Unlike other providers, you can accept payments at fixed rates so that you always know what you’re paying—no extra or variable card network fees.
See how it works
Explore more features
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Calendaring
Meet every deadline with legal-specific features like automatic court date scheduling.
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Case Management
Stay organized and access the information you need—from anywhere, at any time.
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Artificial Intelligence
Work smarter with AI: Turn routine work into completed actions—built right into Clio.
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Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Law Firm Reporting
Unlock deeper insights with custom reports in Clio Manage. Filter, group, preview, and schedule reports that align with how your law firm works—faster.
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Task Management
Manage firm productivity by assigning and tracking task completion.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal. Leverage legal AI to generate bills automatically and route them to the right approvers.
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Time & Expense Tracking
Seamlessly track time and expenses to make billing simple and accurate.
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Law Firm Communications
Manage client and firm communication all on one platform.
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Legal Document Management
Edit, store, and organize your legal documents securely, from anywhere.
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Client Portal
Enable clients to securely communicate and collaborate with their lawyer from desktop or mobile.
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Trust Account Management Software
Simplify legal trust account management with Clio and stay compliant with Canadian regulations.
Book a live demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
Payment processing software FAQs
What is Clio Payments?
Built within the powerful Clio Manage infrastructure, Clio Payments offers a faster, more transparent collections experience and real-time view of transactions.
Payments get recorded automatically in Clio to save both time and effort. Plus, you can send trust payment requests and maintain evergreen retainers with the peace of mind that Clio keeps you compliant with trust accounting rules.
What should I look for in an online payment system for legal firms?
When it comes time to select an online payment system for your law firm, consider these key factors:
- Ease of use: Choose a system that fits into how you currently use your practice management software. Clio Payments, for example, is built right into Clio Manage, and automatically syncs your payments with billing workflows.
- Trust compliance: Ensure the system complies with trust accounting rules and protects your IOLTA account. Clio Payments is compliant with trust rules and regulations, with earned and unearned fees kept separately and processing fees never withdrawn from your trust account.
- Flexible payment options: Offer more payment options so you get paid faster. Choose a legal payment solution that supports multiple payment methods, so that clients can pay you with the method they prefer.
- PCI compliance: Look for payment systems that are Payment Card Industry (PCI) compliant. That way, you store and process card data at the highest standards in the payments industry.
- Client-friendly payment experience: To deliver a great client experience, look for easy, secure payment methods that let your clients pay with just one click.
- Chargeback support: Credit card disputes happen—and when they do, your payment system offers proactive support. Clio notifies you immediately if a chargeback occurs, and our team will guide you through the dispute process from start to finish.
Select a system that meets this criteria to help you eliminate administrative tasks, stay compliant, and offer a better client experience. All this saves you time and gets you paid faster.
What makes Clio’s lawyer-client payment processing software the best fit for law firms?
Not all online payment processing software is made equal. Clio Payments offers several benefits that make it the best fit for law firms:
- Instant, easy setup: Set up Clio Payments in just a few minutes, and start to process payments within the same day.
- One unified system: Online payments is built right into Clio Manage, so you can handle your cases, billing and payments all in one system.
- More ways to pay: Make it easy for clients to pay when you accept payments by credit card
- Automated reporting: Payments are automatically recorded in Clio and linked to the right bill to save you the time spent on manual reconciliation.
- Secure payment storage: Store payment methods with ease, and in compliance with PCI regulations—so you spend less time on client follow up.
- Automated bill reminders: Send customized payment reminders to clients with outstanding balances to reduce time spent on manual tasks.
Trust accounting compliance: Stay compliant with trust accounting rules, since Clio keeps your earned and unearned fees separate.
What makes Clio Payments different from other law firm payment processors?
Clio Payments stands out because it is built into Clio Manage, so you can manage your cases, billing, and payments in just one place.
Unlike other processors, it’s designed with Canadian lawyers in mind to keep law firms compliant with trust regulations and automate the time-intensive tasks usually involved in payments. Lastly, Clio supports a variety of online payment options—so that your clients can pay you with ease, and you get paid faster.
Where is Clio Payments available?
Clio Payments is available to customers in the U.S., Canada, United Kingdom, Ireland, Australia, and Puerto Rico.
Is Clio Payments PCI Compliant?
Clio Payments is built to ensure all payments are PCI compliant. The processing, transmission, and storage of card data is handled in a way that meets the highest level of certification available in the payments industry.
Is Clio’s legal payments software compliant with trust accounting rules?
Yes, Clio Payments is compliant with trust accounting rules. It allows law firms to accept trust payments securely, with funds automatically directed into the correct trust or operating account. Earned and unearned fees are always kept separate, and processing fees are never debited from IOLTA accounts.
How does Clio’s law firm payment processing work?
With Clio Payments, law firms can securely accept payments online and in-person while compliance with trust accounting rules remains ensured. With Clio’s instantly-payable invoices, law firms reduce administrative burden and help firms get paid faster.
How do I accept online payments with Clio?
Clio Manage customers can set up Clio Payments right from within Clio Manage by going to the Online Payments tab. From there, select the Access more features subtab and click Activate. You’ll be asked to enter details about your business and financial institutions. Once done, activation takes as little as one minute.
What payment methods does Clio support?
Clio’s online credit card processing for law firms lets clients pay credit card, debit card, and digital wallets such as Apple Pay or Google Pay.
What is Clio’s chargeback guarantee?
Chargebacks are fees charged by banks when a client disputes a charge, but rest assured that funds will never be taken from your trust account. Credit card disputes happen—and when they do, Clio has you covered.
How does automating payment reminders help improve collection rates for law firms?
Clio’s built-in payment processing solution helps you automate payment reminders, which improves collection rates and firm efficiency. With Clio Payments, you can set up automated bill reminders by text and email to notify clients of any outstanding balances. When you automate these follow-ups, you eliminate the time spent on manual outreach and keep bills top of mind. This helps increase your collection rates.
