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Quickly create beautiful, easy-to-pay bills
Speed up client billing with custom bills, built in minutes and delivered via email or secure client portal. Make them easy to pay using credit, debit, or eCheck (US only), or set up automated payment plans. See how in the Self-Guided Tour.
Make it easy for clients to pay and for you to get paid
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Your to-do-list is long enough, and when it comes to processing online 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 payment collection process fast, automated, and convenient for you and your clients, with Clio’s online credit card software built specifically for law firms. Law firm clients can also pay in-person with the tap to pay feature built in to Clio’s mobile app.
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Accept online and in-person payments: Get paid faster, save more time, and provide a better client experience
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Get paid sooner with convenient online and in-person payment options
Clio's online payment processing solution makes it easy for clients to pay legal 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. Plus, our payment software allows you to accept in-person payments with tap to pay.
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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).
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Handle client billing and payments—all in one go
Manage online payments through a fully-integrated collections process. 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.
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A legal payments solution your law firm can trust
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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.
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The simple solution to complex trust accounting
Clio handles all trust-related transactions, including refunds, in compliance with trust accounting and IOLTA regulations. With earned and unearned funds kept separate, funds in your trust account are protected from all third-party debiting, including processing fees and chargebacks.
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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.
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Simple and transparent pricing
Online payments are included in all Clio Manage subscriptions. Unlike other providers, you can accept payments at fixed rates so that you always know what you're paying—no extra or variable card network fees.
See how it works
Thousands of legal professionals get paid with Clio
Explore more features
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Case Management
Stay organized, and access the information you need—from anywhere, at any time.
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Document Management
Edit, store, and organize your legal documents securely, from anywhere.
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Artificial Intelligence
Meet Clio Duo, your legal AI partner—ready to help lawyers make the most of their workday with automatic summaries, personalized recommendations, and more.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
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Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Accounting
Manage, record, and analyze every financial transaction in one system of record.
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Calendaring
Meet every deadline, with legal-specific features like automatic court date scheduling.
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Task Management
Manage firm productivity by assigning and tracking task completion.
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Time & Expense Tracking
Seamlessly track time and expenses to make billing simple and accurate.
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Law Firm Reporting
See how many hours your firm has recorded, billed, and collected from a single dashboard.
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Client Portal
Enable clients to securely communicate and collaborate with their lawyer from desktop or mobile.
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Law Firm Communications
Manage client and firm communication all on one platform.
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Personal Injury
Close cases faster by organizing medical liens, damages, and settlements alongside your case files.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime
Law firm payment processing FAQs
What is Clio Payments?
Built within the powerful Clio Manage infrastructure, Clio Payments 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.
What should I look for in an online payment system for legal firms?
When selecting an online payment system for your law firm, consider these key factors:
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- Ease of use: Choose a system that fits into how you currently use your practice management software. Clio Payments, for example, is built right into Clio Manage, and automatically syncs your payments with billing and accounting workflows.
- Trust compliance: Ensure the system complies with trust accounting rules and protects your IOLTA account. Clio Payments is compliant with trust rules and regulations, with earned and unearned fees kept separately and processing fees never withdrawn from your trust account.
- Flexible payment options: Offering more payment options means you get paid faster. Choose a legal payment solution that supports multiple payment methods, so that clients can pay you with the method they prefer.
- PCI compliance: Look for payment systems that are (payment card industry) PCI compliant. That way, you store and process card data at the highest standards in the payments industry.
- Client-friendly payment experience: To deliver a great client experience, look for easy, secure payment methods that let your clients pay with just one click.
- Chargeback support: Credit card disputes happen—and if they do, your payment system offers proactive support. Clio notifies you immediately if a chargeback occurs, and our team will guide you through the dispute process from start to finish.
Selecting a system that meets this criteria will help you eliminate administrative tasks, stay compliant, and offer a better client experience—so you can save time and get paid faster.
What makes Clio’s attorney-client payment processing software the best fit for law firms?
Not all attorney payment processing software is made equal. Clio Payments offers several benefits that make it the best fit for law firms:
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- Instant, easy setup: Set up Clio Payments in just a few minutes, and start processing payments within the same day.
- One unified system: Online payments is built right into Clio Manage, so you can handle your cases, billing and payments all in one system.
- More ways to pay: Make it easy for clients to pay, by accepting payments by credit card, debit card, eCheck and Apple Pay or Android Pay. Clients can even settle physical bills online by using tap to pay or QR codes—making in person payments a breeze.
- Automated reporting: Payments are automatically recorded in Clio and linked to the right bill, saving you time spent on manual reconciliation and tracking.
- Secure payment storage: Store payment methods with ease, and in compliance with PCI regulations, so you spend less time on client follow up.
- Automated bill reminders: Send customized payment reminders to clients with outstanding balances, reducing time spent on manual tasks.
- Trust accounting compliance: Stay compliant with trust accounting rules, since Clio keeps your earned and unearned fees separate.
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What makes Clio Payments different from other law firm payment processors?
Clio Payments stands out because it is built into Clio Manage, so you can manage your cases, billing, payments and accounting in just one place.
Unlike other processors, it’s designed with lawyers in mind–keeping law firms compliant with trust regulations and automating the time-consuming tasks usually involved in managing payments. Lastly, Clio supports a variety of online payment options—so that your clients can pay you with ease, and you get paid faster.
Where is Clio Payments available?
Clio Payments is available to customers in the U.S., Canada, United Kingdom, Ireland, Australia, and Puerto Rico.
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.
Is Clio’s legal payments software compliant with trust accounting rules?
Yes, Clio Payments is compliant with trust accounting rules. It allows law firms to accept trust payments securely, with funds automatically directed into the correct trust or operating account. Earned and unearned fees are always kept separate, and processing fees are never debited from IOLTA accounts.
How does Clio's law firm payment processing work?
With Clio Payments, law firms can securely accept payments online and in-person and stay in compliance with trust accounting rules. With Clio’s instantly payable invoices, law firms reduce administrative burden and help firms get paid faster.
How do I accept online payments with Clio?
Clio Manage customers can set up Clio Payments right from within Clio Manage by going to the Online Payments tab. From there, select the Access more features subtab and click Activate today. You’ll be asked to enter details about your business and financial institutions. Once done, activation takes as little as one minute.
What payment methods does Clio support?
Clio’s online credit card processing for law firms lets clients pay credit and debit cards, and digital wallets such as Apple Pay and Google Pay. Clients can also pay in-person with tap to pay or by scanning a QR code on a bill or at your office. In addition to card payments, clients can also pay by secure eCheck—and every payment is automatically linked to the right matter, client and bill.
Can clients pay by eCheck?
Yes! Clio Manage customers in the US can accept secure eCheck payments from clients. Clio instantly verifies your customer’s bank account information, meaning no canceled checks and no additional paperwork. See how.
What is Clio’s chargeback guarantee?
Credit card disputes happen—and if or 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.
How does automating payment reminders help improve collection rates for law firms?
Clio’s built-in payment processing solution helps you automate payment reminders, which improves collection rates and firm efficiency. With Clio Payments, you can set up automated bill reminders by text and email to notify clients of any outstanding balances. When you automate these follow-ups, you eliminate the time spent on manual outreach and keep bills top of mind. This helps increase your collection rates.
