Law firm payment processing that respects the trust account

Clients pay by card, digital wallet, link, or QR code. Each payment lands in trust or operating, and processing fees never touch trust.

A smiling bald man with a gray beard and blue glasses looks down at a screen, holding a pen.
Digital interface to pay a $5,240.00 bill, with 'Debit' selected as the payment method.

Online payments for law firms, on the client’s terms

Give clients the payment options they already use, and get paid without chasing cheques.

Accept the methods clients prefer

Take credit and debit cards, Apple Pay, and Google Pay.

Get paid in person

Use a QR code to take a payment face to face, with no terminal to buy.

Send a link with each bill

Bills go out by email, text, or the client portal with a payment link or QR code attached.

Know your fees up front

Fixed rates apply whichever card a client uses, with no variable network fees.

I never knew what that fee was going to look like because I never knew what my client was going to use as a card … So the fact that now I have a consistency in the fees, I can predict budgetarily what my bills should look like, which is convenient for me.

Sarah Gold

Owner, Gold Law

Clio software's Banking section showing TD bank operating and trust accounts with their bank and Clio balances.

Trust deposits land where they belong

Clio records each payment to trust or operating, keeping earned and unearned funds separate.

Route funds by account

Direct each payment to trust or operating, and see it applied to the right bill.

Keep fees out of trust

Processing fees and chargebacks come from operating, not from the trust account.

Refund the right way

Return card and wallet payments to the original payment method, from operating or trust.

Collect without the follow-up calls

Charge cards on file

Autocharge a saved card when a bill is approved, when it’s due, or on a set schedule.

Offer payment plans

Set up payment plans and recurring payments for clients who pay over time.

Send reminders by text and email

Clients hear from you by text and email, and real-time notifications tell you when a payment arrives.

Software interface displaying a bill generation schedule behind a payment modal for Waverly Law.

From AI-drafted bill to posted payment

On select plans, Clio’s AI prepares the bill from matter activity, and nothing reaches a client until you’ve checked it.

Review before it goes out

Check the entries, descriptions, and trust applied before you approve the bill.

Get paid from the bill

Approved bills carry a payment link or QR code, so clients can pay as they read.

Payments sit between the bill and the books

Clio Manage ties each payment to the bill it settles and the account it lands in, so collections and accounting stay aligned.

Legal payment processing resources

Law firm payment processing FAQs

What is law firm payment processing software?

It lets a firm accept client payments online and in person, then records each payment against the right bill and account. For law firms, it also has to respect trust rules by keeping earned and unearned funds separate. Clio Payments does this inside Clio Manage. Get a demo.

What payment methods does Clio support?

Clients can pay by credit or debit card, Apple Pay, or Google Pay. In person, take payment with a QR code. Each payment applies to the bill it covers and records to the right account. Get a demo.

Can clients pay with a payment link or QR code?

Yes. Every bill can carry a secure payment link, sent by email, text, or the client portal, and clients can scan a QR code on a bill or at your office to pay on the spot. Start a free trial.

Are processing fees taken from my trust account?

No. Processing fees and chargebacks are charged to your operating account, which keeps trust balances whole. Clio also keeps earned and unearned funds separate as payments arrive, so a retainer deposit and an invoice payment land in the accounts they belong to. Get a demo.

Can I set up payment plans and autocharge?

Yes. Save a client’s card, set up payment plans or recurring payments, and choose whether autocharge runs when a bill is approved, when it’s due, or a set time after it’s issued. Get a demo.

Can Clio process refunds?

Yes, for card and digital wallet payments. Refunds go back to the original payment method and can come from operating or trust, depending on where the original payment was recorded. Get a demo.

Is Clio Payments PCI compliant?

Yes. Clio Payments is PCI DSS certified, so card data is processed, transmitted, and stored to the payment industry’s security standard. That certification covers payments taken online, through payment links and QR codes, and in person. Get a demo.

Where is Clio Payments available?

Clio Payments is available in Canada, the US, the UK, Ireland, Australia, and Puerto Rico. Some payment methods, such as eCheck, are US only. Get a demo.

How much does Clio Payments cost?

Online payments are included in every Clio Manage subscription, with fixed processing rates no matter which card a client uses and no variable card network fees. Compare plans.

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