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CLIO MANAGE


CLIO PAYMENTS

Make it easy for your clients to pay their bills, anytime, anywhere. Our
built-in online payments solution gets you paid faster—improving your collection
rates and firm efficiency.

Try Clio For Free See Clio in Action

 * 


 * QUICKLY CREATE BEAUTIFUL, EASY-TO-PAY BILLS
   
   Speed up billing with custom bills, built in minutes and delivered via email
   or secure client portal. Make them easy to pay using credit, debit, or
   eCheck, or set up automated payment plans. See how in the Self-Guided Tour.
   
   Try the Self-Guided Tour


MAKE IT EASY FOR CLIENTS TO PAY AND FOR YOU TO GET PAID

 * Your to-do-list is long enough, and when it comes to payments, you’re likely
   chasing down outstanding invoices or struggling to keep up with billing. But
   it doesn’t have to be this way.
   
   Make the collections process fast, automated, and convenient for you and your
   clients, with Clio’s online credit card software built specifically for law
   firms.

 * 


ACCEPT ONLINE PAYMENTS: GET PAID FASTER, SAVE MORE TIME, AND PROVIDE A BETTER
CLIENT EXPERIENCE

 * GET PAID SOONER WITH CONVENIENT PAYMENT OPTIONS
   
   Clio's online payment processing solution makes it easy for clients to pay
   bills online as soon as they receive them. Clients can pay bills or trust
   requests online through your website, client portal, text message, and more.

 * REMOVE THE STRESS OF LARGE, UNEXPECTED LEGAL BILLS
   
   Give your clients flexibility with automated payment plans. Break payments
   into manageable amounts and set a schedule that fits your client’s needs (and
   your firm’s cash flow).

 * HANDLE BILLING AND PAYMENTS—ALL IN ONE GO
   
   Manage online payments through a fully-integrated collections process.
   Payments are automatically associated with client bills and synced to your
   accounting platform, leading to fewer manual data errors—and more time back
   in your day.
   
   Learn More


A LEGAL PAYMENTS SOLUTION YOUR FIRM CAN TRUST

 * 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.
   Set automated payment reminders for any bills that need additional follow-up.
   
   Learn More

 * THE SIMPLE SOLUTION TO COMPLEX TRUST ACCOUNTING
   
   Clio handles all trust-related transactions, including refunds, in compliance
   with trust accounting and IOLTA regulations. With earned and unearned funds
   kept separate, funds in your trust account are protected from all third-party
   debiting, including processing fees and chargebacks.

 * OPERATE IN ACCORDANCE WITH PCI LEGISLATION
   
   Clio uses the payment industry's most advanced security measures—with
   bank-grade protection of client data and proactive fraud detection—so you can
   safely accept online payments.Clients can also store card details for future
   transactions.

 * SIMPLE AND TRANSPARENT PRICING
   
   Online payments are included in all Clio Manage subscriptions. Unlike other
   providers, you can accept payments at fixed rates so that you always know
   what you're paying—no extra or variable card network fees.


THOUSANDS OF LEGAL PROFESSIONALS GET PAID WITH CLIO

 * > The set-up was fast and I now have one integrated place for everything in a
   > platform that works outstandingly … It’s increased my revenue because I’m
   > able to be a lot more efficient using this software over any of the other
   > platforms that I’ve tried.
   > 
   > CARL D. BERRY
   > 
   > ,
   > 
   > Esq, Managing Attorney
   > The Strategic Legal Group, PLLC


 * SEE WHAT LAW FIRMS ARE SAYING ABOUT SWITCHING TO CLIO PAYMENTS
   
   We spoke to Clio customers about their experiences switching to the new Clio
   Payments. Here’s what they had to say.
   
   Learn More

 * > I never knew what that fee was going to look like because I never knew what
   > my client was going to use as a card … So the fact that now I have a
   > consistency in the fees, I can predict budgetarily what my bills should
   > look like, which is convenient for me.
   > 
   > SARAH GOLD
   > 
   > ,
   > 
   > Owner, Gold Law


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.

WHAT IS CLIO’S 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 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 step by step.

CAN CLIENTS PAY BY ECHECK?

Clio Manage customers in the US can accept secure eCheck payments from clients
for a flat fee of $2.00 per transaction. Clio instantly verifies your customer’s
bank account information, meaning no extended waiting periods, no canceled
checks and no additional paperwork.

HOW DO I ACCEPT ONLINE PAYMENTS WITH CLIO?

Current 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.

WHAT INFORMATION IS REQUIRED TO SET UP PAYMENTS IN CLIO MANAGE?

Clio Manage requires the following information about your firm to activate
online payments: business type; business name; employer identification number
(if applicable); business email, phone number, and address. In addition, the
following personal information is required for all firm owners with at least 25%
ownership: name; date of birth; social security number; email; phone number;
address; and bank account and routing numbers for any accounts you want to
connect to Clio Payments.


CLIO PAYMENTS RESOURCES

 * HOW TO IMPLEMENT PAYMENT PLANS AT YOUR LAW FIRM
   
   ARTICLE
   
   6 minutes well spent
   
   Using payment plans in your law firm can help you get paid more consistently.
   Here’s how to set them up the right way.

 * EVERYTHING YOU NEED TO KNOW ABOUT LEGAL PAYMENT PROCESSING SOLUTIONS
   
   GUIDE
   
   This guide explains everything about how online payment processing systems
   benefit your firm, and clients. Includes security compliance considerations.

 * HOW TO SUPERCHARGE YOUR LAW FIRM INVOICE PROCESS
   
   ARTICLE
   
   7 minutes well spent
   
   Ready for an overhaul of your law firm invoice process? Read on to learn how
   you can issue bills faster and get paid easily with…


FROM INTAKE TO PAYMENT, CLIO SUPPORTS EVERY STEP OF THE WAY

For SSC Professional services, Clio provides everything needed to manage and
grow her legal practices, supporting her every step of the way.

Learn More


MORE CLIO MANAGE FEATURES


 * CASE MANAGEMENT
   
   Stay organized, and access the information you need—from anywhere, at any
   time.
   
   Learn More


 * DOCUMENT MANAGEMENT
   
   Edit, store, and organize your legal documents securely, from anywhere.
   
   Learn More


 * BILLING
   
   Create custom bill plans based on fee structure and reduce manual data entry.
   Bill via email or our secure client portal.
   
   Learn More


 * CLIENT MANAGEMENT
   
   Easily organize contact details, documents, and communication logs from
   intake to invoice.
   
   Learn More


 * ACCOUNTING
   
   Simplify reconciliations and comply with trust accounting regulations. Sync
   to third-party accounting systems.
   
   Learn More


 * CALENDARING
   
   Stay on top of deadlines, with legal-specific features like Court Rules.
   
   Learn More


 * TASK MANAGEMENT
   
   Assign and track tasks. Report on task progress, identify roadblocks, and
   better manage productivity.
   
   Learn More


 * TIME & EXPENSE TRACKING
   
   Make billing easy and accurate with features like Timekeeper and enhanced
   expense tracking.
   
   Learn More


 * LAW FIRM INSIGHTS DASHBOARD
   
   See how many hours your firm has captured, billed, and collected in one
   dashboard.
   
   Learn More


 * CLIENT PORTAL
   
   A desktop and mobile app for clients to communicate and collaborate with
   their lawyer.
   
   Learn More


 * LAW FIRM COMMUNICATIONS
   
   Manage client and firm communication all on one platform.
   
   Learn More

Learn About Clio Manage


BOOK A LIVE DEMO

Book a live demo to see how Clio can help your law firm maximize efficiency and
increase revenue

Schedule a Demo


TRY CLIO FOR FREE

Try Clio’s legal software free for 7 days with no obligation. Easy setup. No
credit card required. Cancel anytime

Start My Free Trial

HAVE QUESTIONS? CALL 1-888-858-2546 OR EMAIL SALES@CLIO.COM.

Our sales team is available Monday to Friday from 8 a.m. to 8 p.m. EST.
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