Streamline your billing and collections process

Did you know 57% of bills that include an online payment link get paid on the same day? With Clio’s billing and payments suite, you can now send bills and collect payments online—with the click of a button.

Clio Payments

Decrease the time from between sending a billing and getting paid

  • Avoid chasing payments by automating reminders

    Automatically send reminder emails to clients notifying them of any bills or outstanding balances, customized with easy-to-use templates.

  • Make it easy for clients to pay with online payments

    Securely accept credit, debit, or eCheck payments from a pay now button in electronic bills, click-to-pay links embedded in emails, or even by phone.

  • Collect more with customized payment plans

    Break large bills into manageable amounts on a schedule that fits their needs, helping you collect more outstanding balances.

A better payment experience for you and your clients

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)

Improve your collections with Clio Manage

Join this free 30-minute webinar on January 26, 2022, at 12 pm PST to learn how to start collecting more efficiently with online payments.

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.

Are automated bill reminders available on the Starter plan?

Automated bill reminders are available to North American customers on Boutique, Elite and Suite plans, and all customers in EMEA.

https://www.clio.com/features/payments/activate/

Have questions? We’re here to help.

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