Everything you need to increase your firm’s revenue

Take advantage of Clio’s billing and payment features to make payments easy and seamless for you and your clients.

Clio Payments

Ways to improve your collection rate

  • Get paid upfront

    Accept eCheck, debit, or credit card payments through your website, click-to-pay links, QR codes, or even by phone, allowing clients to pay for an engagement at their convenience.

    Collect more with payment plans

    Collect more of your outstanding balances or avoid them all together by breaking large bills into manageable amounts and setting a schedule that fits your clients needs.

    Faster payments synced with your ledgers

    Send a bill and get paid all in one go. Each transaction is automatically recorded and synced to your accounting platform, saving you time and reducing the risk of error.

    Automate bill reminders so you don’t have to

    Avoid chasing payments by automatically sending reminder emails containing pay-now buttons to clients, notifying them of any bills or outstanding balances.

    Collect even quicker with QR codes

    Give clients the ability to scan a digital or physical QR code on your website, or at the office to collect in seconds more securely by mobile devices.

The easiest way to get paid is already in Clio Manage

  • 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. Safely accept online payments and store card details for future transactions.

  • Transparent pricing with no surprises

    Securely accept payments with simple and transparent rates, with no hidden fees—and stay on top of your transactions with real-time reports.

Frequently Asked Questions

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.

Where is Clio Payments available?

Clio Payments is available to customers in the U.S. and Canada.

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.

Have questions? We’re here to help.

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