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.
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? Avoid the risk of canceled checks and added paperwork by accepting eCheck payments securely with a simple and transparent rate. 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.
Are automated bill reminders available on the EasyStart plan? Automated bill reminders are available to North American customers on EasyStart, Essentials, Advanced, and Complete plans, and all customers in EMEA. https://www.clio.com/features/payments/activate/