Simple, Fast, and Worry-Free Payments with Clio

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Law Office of W. Todd Ver Weire

  • 2012

    Year Founded
  • 2-5

    Number of Staff
  • 2014

    Started Using Clio
  • Georgetown, Texas, USA

  • Flat Fee

    Fee Types
  • Business

    Criminal Defence

    Practice Areas

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.

“Having everything done in one area—and seeing that an invoice has been paid and the amount that’s been deposited—makes reconciliation a much smoother process on a monthly basis.”

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.

“A big thing with lawyers is trust accounting and making sure refunds don’t come out of the trust account—they come out of the operating account. And fees come out of the operating account. They walked me through how all of that works.”

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.”

Get started with Clio’s new online payments

Manage more of your payments in Clio Manage—and get access to eCheck payments and more transparent pricing.

Learn More