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Everything you need for smooth collections:
Get paid your way—upfront, online, or in-person
Accept credit, debit, eCheck, Apple Pay, and Google Pay
Let clients pay at their own pace through Pay Later with Affirm
Stay compliant with trust and operating accounts kept separate
Reduce admin work—every payment links to the right matter -
A better payment experience for you and your clients
Get paid anywhere
Send bills by email, text, or in person. Share secure payment links, request funds upfront, or let clients pay on your website—whatever works best for your firm.
Make payments effortless
Accept eChecks, credit and debit cards, and digital wallets like Apple Pay and Google Pay—for fast, easy payments. Or, through Pay Later with Affirm, get paid upfront while clients pay over time.
Limit manual entry
Generate invoices and collect payments in one step. Payments are automatically recorded and synced with your accounting tools—saving you time and reducing errors.
Stay on schedule
Set up automatic bill reminders and flexible payment plans that help clients stay on track—and help you get paid on time.
Collect in person
Let clients pay on the spot by tapping their card or digital wallet to your phone—or by scanning a QR code. No terminal required.
A legal payments solution your firm can trust
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Trust accounting compliant
Clio handles transactions in compliance with IOLTA rules. Earned and unearned funds are kept separate, protecting trust accounts from third-party debits and chargebacks.
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Secure PCI compliant payments
Protect clients data with bank-grade security and proactive fraud detection. Accept online payments safely and store card details securely for future use.
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Real-time financial insights
Send automated payment reminders, get instant alerts when payments come in, and track outstanding balances in real time with financial reports.
Simple, transparent pricing with no hidden fees
Clio
vs.
Third Party Processors
Third Party Processors
Blank
2.95% for all standard cards
3.5% for American Express
Credit & debit card transaction fees
Blank
Up to 4.5% + fixed fee
Fees vary by card type
Blank
1%
eCheck fees
Blank
Up to 1.5%,
plus additional fees
Blank
No fees
Card network fees
Blank
Fees vary by transaction and card type
Blank
No fees
Other fees
Blank
Fees vary
(Monthly memberships, processing minimum penalties, additional trust accounts, and PCI compliance)
Clio
vs.
Third Party Processors
Third Party Processors
Blank
2.95% for all standard cards
3.5% for American Express
Credit & debit card transaction fees
Blank
Up to 4.5% + fixed fee
Fees vary by card type
Blank
1%
eCheck fees
Blank
Up to 1.5%,
plus additional fees
Blank
No fees
Card network fees
Blank
Fees vary by transaction and card type
Blank
No fees
Other fees
Blank
Fees vary
(Monthly memberships, processing minimum penalties, additional trust accounts, and PCI compliance)
Start accepting payments in seconds
Enabling payments is fast and easy—with instantaneous approval for most firms.
Frequently Asked Questions
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 information do I need to set up Clio Payments?
Firm information:
- Business type
- Business name
- Employer identification number (if applicable)
- Business email, phone number, and address
Personal information for all firm owners with at least 25% ownership:
- Name
- Date of birth
- Social Security number
- Email, phone number, and address
- Bank account and routing numbers for any accounts you want to connect to Clio Payments
Where is Clio Payments available?
Clio Payments is available to customers in the U.S., Canada, United Kingdom, Ireland, Australia, and Puerto Rico.
What is Clio’s advanced 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.
Is Clio Payments 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.
Have questions? We’re here to help.
Chat with us online, call 1-888-858-2546 or email us at [email protected].