The Online Payment System for Law Firms

Built within the powerful Clio Manage infrastructure, it 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 client funds payment requests knowing Clio keeps you compliant with client accounting rules.

Clio Payments is built to ensure all payments are PCI compliant. The processing, transmission, and storage of card data is handled in a way that meets the highest level of certification available in the payments industry.

Clio Payments is available to customers in the UK, Ireland, the U.S., Canada, and Australia.

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 funds will never be taken from your client account. If a chargeback occurs, you will be alerted and our team can walk you through the dispute process step by step at your request.

Clio Manage customers can set up Clio Payments right from within Clio Manage by going to the Online payments tab. From there, select the Access more features subtab, and click Activate today. You’ll be asked to enter details about your business and financial institutions. Once done, activation takes as little as one minute.

To set up payments in Clio Manage from a UK Clio account, you’ll need the following information:

• Bank account number for the account you wish to receive payments into 
• Sort code
• VAT number (if applicable)
• Company number (if applicable).

Clio Payments offers many different ways to automate payments, as long as you have your client’s payment information on file.

With Autocharge, you can set up automatic bill payments based on when invoices are approved, due, or a set timeframe from when they’re issued.

You can also use payment plans to automatically charge clients a set amount towards an outstanding balance, or a recurring fee for ongoing work.

This helps ensure that every bill gets paid as soon as possible, without any manual work.