A new, faster way to get paid with Clio Manage

Start collecting credit, debit, and eCheck payments today with the all-new payments feature in Clio Manage. Set up only takes a minute.

Clio Payments

A better payment experience for you and your clients

  • Now included in Clio Manage

    Credit card, debit, and eCheck processing
    Regulation-compliant trust accounting
    Automated payment plans
    Industry-low and transparent flat-rate transaction fees


Manage billing and payments while offering more ways to pay

  • Get more out of Clio’s billing features

    Generate bills, get paid, and let Clio update your payment records automatically. Clio records each transaction and syncs the information to your accounting platform, saving you time and reducing the risk of error.

  • Multiple ways to pay

    Make it easy for clients to pay with a wide selection of payment options. Accept eCheck, debit, or credit card through your website, click-to-pay links, or even by phone—providing your clients the convenience to pay how they prefer.

  • Flexible payment plans

    Collect more of your outstanding balances and give your clients more flexibility. Use customized payment plans to break large bills into manageable amounts on a schedule that fits their needs.

A legal payments solution your firm can trust

  • Industry-compliant trust accounting

    Clio handles all trust-related transactions in compliance with 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.

  • Secure PCI compliant payments

    Clio uses the payment industry’s most advanced security measures—with bank-grade protection of your client’s data and proactive fraud detection—so you can safely accept online payments and store card details for future transactions.

  • 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. Create automated payment reminders for any bills that need additional follow-up.

Simple, transparent pricing with no hidden fees

Clio

vs.

Third Party Processors

Third Party Processors

Blank

2.8%
All cards

Credit & debit card transaction fees

Blank

Up to 4.5% + fixed fee
Fees vary by card type

Blank

$2.00

eCheck fees

Blank

Up to 1.5%
Fees vary

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

2.8%
All cards

Credit & debit card transaction fees

Blank

Up to 4.5% + fixed fee
Fees vary by card type

Blank

$2.00

eCheck fees

Blank

Up to 1.5%
Fees vary

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.

To learn more, join our 30-minute virtual training sessions.


FAQ

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

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
  • Address
  • Bank account and routing numbers for any accounts you want to connect to Clio Payments

 

How is this solution different from the payment options previously provided by Clio?

Clio has offered online credit card payments to customers through an integration with LawPay since 2015. In October 2021, we launched built-in payment processing to Clio Manage, which can be utilized without connecting to a third party payment processor. The new Clio Payments comes with more flexible payment plans, the ability to accept eCheck payments, and the option to securely store your client’s preferred payment details. Plus, because it’s in Clio Manage you get a real-time view of your transactions and support from the Clio team you already know and love.

Where is it available?

At this time, Clio Payments is only available to customers in the US. Canadian customers can use the LawPay integration to accept credit card payments.

What is Clio’s advanced 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 a credit card chargeback or ACH reversal of 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 without any need to share private information. Our dispute resolution process is seamless, automated, and self-serve in order to protect client-attorney confidentiality.

How does Clio handle trust payments and IOLTA account protection?

Clio protects your trust account from any 3rd party debiting fees and processing fees are always taken from your operating account. In fact, Trust Account protection is listed in Clio’s terms of service. You are in control of where payments are deposited to – your trust account or your operating account and you can count on real-time and monthly reporting for all your trust accounting needs.

What is Clio’s secure eCheck?

Accept eCheck payments securely, without  cancelled checks or paperwork at an affordable flat fee of only $2.00 per transaction. With just a few clicks, your clients enter their financial institution information to securely deposit payment into your account. Unlike other providers, Clio instantly verifies your customer’s bank account with no waiting period.

Have questions? We’re here to help.

Chat with us online, call 1-888-858-2546 or email us at [email protected].