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, Google Pay, and bank transfers.
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 or the client portal with a payment link attached.
Know your fees up front
One rate applies whichever card a client uses, and bank transfers are free.
I absolutely love this function (Payments) in Clio, it is by far my favourite function! Clio payments has really made a massive difference to our accounts payable processes. Offering our clients a pay now button when they receive their invoices, means there are less obstacles to make payment and in turn less admin for us, when following up overdue accounts (and less overdue accounts in general). Previously a client would have to ask for a payment link which we would then have to retrieve from Xero and share with them, it was a convoluted process, and we are glad we can now offer this function to our clients.
Studio Legal
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 automated reminders
Clients get automated bill reminders, and instant notifications tell you when a payment arrives.
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, so clients can pay as they read.
Post payments to the books
Payments sync to Xero, so your ledger reflects each payment as it lands.
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, Google Pay, or bank transfer. 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 by bank transfer?
Yes. Clio Manage customers in Australia can accept bank transfers (EFT) alongside cards and digital wallets, and bank transfers are free. 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 and through payment links. Get a demo.
Where is Clio Payments available?
Clio Payments is available to all Clio Manage customers in Australia, and in the US, Canada, the UK, Ireland, and Puerto Rico. Payment methods vary by country. Get a demo.
How much does Clio Payments cost?
Online payments are included in every Clio Manage subscription, with one processing rate for all cards. Bank transfers (EFT) are free. Compare plans.