What is Clio Payments? 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 trust payment requests and maintain evergreen retainers knowing Clio keeps you compliant with trust accounting rules.
Is Clio Payments PCI Compliant? 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.
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.
Can I get a report of a client’s transaction history? Transactions can be viewed in real-time, unlike other payment solutions where these can’t be viewed until the end of the month. Entire transaction history can be found in Clio’s transactions table. Every matter and client also has a record of associated transactions and legal credit card payments.