Getting paid has never been so easy—or fast.
Todd Ver Weire first learned that Clio was launching its own built-in payment processing system at the 2021 Clio Cloud Conference. Not long after, he made the transition from the third-party payment processor that he had used for close to a decade. Ever since, Todd has reaped the many rewards that come from having an end-to-end software solution.
“It’s been seamless. I haven’t had any issues and it was up and running within a day of me asking to make the switch.”
What were the benefits of switching to Clio’s built-in payments from a third-party integration?
1. Monthly reconciliations are simpler
Since switching to the new Clio Payments, Todd has the benefit of getting clearer records of every transaction processed through Clio—and they’re all in the same platform as his billing.
2. A more flexible solution helps Todd get paid faster
With Clio Payments, clients can pay their invoices with incredible ease. The solution allows them to pay conveniently through secure payment links embedded in electronic bills and emails—eliminating time-consuming trips to the post office to mail checks. Todd’s clients also appreciate the variety of payment methods accepted, especially ACH payments.
“Getting the cash in the door has been a big benefit of taking the online payments—it makes it easier, smoother, and I don’t have to worry about the cash flow from that perspective.”
3. Clio keeps Todd in compliance with all trust accounting rules
One of Todd’s top priorities was ensuring that his payment system was in compliance with the legal industry rules and regulations for trust accounting. The team at Clio took the time to explain how earned and unearned funds are always kept separate, and transaction fees never come out of trust accounts.
4. Todd can focus on delivering exceptional client-centric service
With one less thing to worry about, Todd is able to devote more of his time to delivering the best possible service to clients without worrying about collections.
“With Clio Payments, the money is in the account within a day or two of the authorization—and I’m able to do what I need to do to help my clients.”