Get Paid Quickly and Reliably

In this session, we’ll provide strategies to help you get paid faster with online payments.

In just 30 minutes, you’ll learn how to:

• Set up click-to-pay links and payment plans
• Save client payment details for future use
• Apply trust funds and record direct payments

This session is a 30-minute on-demand training that you can access and watch at your convenience. For questions, we encourage utilizing Clio’s AI Support Agent in the bottom-right corner of your Clio account.