Clio Manage

Clio Payments

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

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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

  • 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.

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.

  • 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 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

  • 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.

  • 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 fixed rates so that you always know what you're paying—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., Canada, the UK, and Ireland.

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.

Can clients pay by eCheck?

Clio Manage customers in the US can accept secure eCheck payments from clients. Clio instantly verifies your customer’s bank account information, meaning no extended waiting periods, no canceled checks and no additional paperwork.

How do I accept online payments with Clio?

Current 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 information is required to set up payments in Clio Manage?

Clio Manage requires the following information about your firm to activate online payments: business type; business name; employer identification number (if applicable); business email, phone number, and address. In addition, the following personal information is required for all firm owners with at least 25% ownership: name; date of birth; social security number; email; phone number; address; and bank account and routing numbers for any accounts you want to connect to Clio Payments.

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