Clio Manage

Clio Payments

Make it easy for your clients to pay their bills, anytime, anywhere. Our built-in online payments solution gets you paid faster—improving your collection rates and firm efficiency.

Make it easy for clients to pay and for you to get paid

  • Your to-do-list is long enough, and when it comes to payments, you’re likely chasing down outstanding invoices or struggling to keep up with billing. But it doesn’t have to be this way. 

    Make the collections process fast, automated, and convenient for you and your clients with online payments.

Get paid faster, save more time, and provide a better payment experience

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  • Get paid sooner with convenient payment options

    Make it easy for clients to pay 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.

  • 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).

  • Handle billing and payments—all in one go

    A fully-integrated collections process means that payments are automatically associated with client bills and synced to your accounting platform—leading to fewer manual data errors and more time back in your day.

A legal payments solution your firm can trust

  • Real time insights into your finances

    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.

  • The simple solution to complex trust accounting

    Clio handles all trust-related transactions in compliance with trust accounting and IOLTA rules. With earned and unearned funds kept separate, funds in your trust account are protected from all third-party debiting, including processing fees and chargebacks.

  • 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.

  • Simple and transparent pricing

    Online payments are included in all Clio Manage subscriptions. Unlike other providers, you can accept payments at a fixed rate that doesn’t change depending on which card your clients use to pay—and has no extra or variable card network fees.

Frequently Asked Questions

What is Clio Payments?

Built within the powerful Clio Manage infrastructure, it offers a faster, more transparent collections experience and real-time view of transactions. Payments get recorded automatically in Clio and are synced to your accounting platform—saving time and effort. And you can send trust payment requests and maintain evergreen retainers knowing Clio keeps you compliant with trust accounting rules.

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.

Where is Clio Payments available?

Clio Payments is available to customers in the U.S. and Canada.

What is Clio’s chargeback guarantee?

Credit card disputes happen, and if and when they do, Clio has you covered. 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. If a chargeback occurs, you will be alerted and our team will walk you through the dispute process step by step.

More Clio Manage features

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