Client Payment Actions

With Clio Payments in Clio Manage, law firm clients can pay new or outstanding amounts using various methods, including credit and debit cards and domestic and international wire transfers. Firms can send bills and trust requests to clients via email or Clio for Clients. Clients can then review the details of the bill or trust request, select a payment method, and make a payment online. Once the payment is complete, clients will receive a confirmation email.

Pay bills using eCheck

If your law firm sent your bill or trust request by email, through the Client Portal, or sent a secure payment link, you can pay the outstanding balance through eCheck by following the steps below.

1. Go to the bill in your email inbox and click Pay online now. 
2. In the Pay by Credit Card section, click Pay by eCheck.
3. In the Pay by eCheck section, enter your name and then click Select your bank. 
4. Click Continue.
5. Search for and select your financial institution. 
6. If prompted to verify by reCAPTCHA, follow the directions and then click Continue.
7. Follow the prompts to sign in to your bank account with the selected financial institution. Once you have done this, you will be brought back to the payment window with your banking name and the last four digits of your account linked. 
8. Click Review payment.
9. Check the box to approve the withdrawal of funds from your account.
10. Optional: Check the box to securely store this payment method for future use. If you select this option, your firm can automatically charge this eCheck method for future bills and payment plans.
11. Click Submit payment.

Pay bills using credit or debit cards

If your law firm sent your bill or trust request by email, through the Client Portal, or sent a secure payment link, you can pay the outstanding balance via credit card by following the steps below.

1. Go to the bill in your email inbox or Clio for Clients portal and click Pay online now. 
   • The payment amount will default to the total amount due. You can update the payment amount if needed.
2. Select Debit or Other methods to choose Credit and enter your credit card details.
3. Under Billing information, enter the billing details for the card.
4. Click Review payment.
5. Optional: Check the box to securely store this payment method for future use. If you select this option, your firm can automatically charge this credit card method for future bills and payment plans.
6. Click Submit payment.

Pay bills by direct ACH

When paying a bill via direct ACH, you will use a virtual account unique to you. The account holder's name will appear as Clio, the payment processor your firm uses. This ensures your payment is securely routed directly to your law firm’s bank account.

1. View the bill in your email or Clio for Clients and select Pay online now.
2. The payment amount defaults to the total due. Update the amount if needed.
3. Select Other methods, then Direct ACH.
   • Direct ACH payments are not available for secure payment links unrelated to specific bills or trust requests.
4. Use the provided bank information to initiate a transfer from your bank account to the law firm’s account.

Pay bills using digital wallets

If your law firm sent your bill or trust request by email, and you have either Apple Pay or Google Pay set up on your mobile device or web browser, you can pay the outstanding balance by following the steps below.

1. View the bill in your email or Clio for Clients portal and select Pay online now.
   • The payment amount will default to the total amount due. You can update the payment amount if needed.
2. Click Pay.
   • This button will appear under your bill details and amount but above the card payment section.
3. Follow the prompts for Apple Pay or Google Pay to make the payment.
4. Optional: Once the payment is completed, click Print to print a copy.