Client Payment Actions

With Clio Manage, clients of law firms located in Canada or the US can pay their outstanding bills and trust requests online once the bill or trust request invoices are received via email. The email will contain the bill or trust request and a button that the client can click to pay the bill or trust request online. Once paid, the client will receive a confirmation email. 

Pay bills using eCheck

If your law firm sent your bill or trust request by email, 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 this is done, you will be brought back to the payment window with your banking name and last four digits of your account linked. 
8. Click Review payment.
9. Check the box to approve 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 card

If your law firm sent your bill or trust request by email, you can pay the outstanding balance via credit card 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, enter your credit card details.
3. Under Billing information, enter the billing details for the credit 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.