Pay Bills and Trust Requests Online

Using Clio Payments, you can pay a law firm's bill or trust request online by eCheck, credit or debit card, direct ACH, digital wallet, or Pay Later. Paying online is secure and takes only a few steps, whichever method you choose. Each method routes funds to the firm's account, and you receive a confirmation email once the payment completes.

Note: This article is for clients of law firms that use Clio Payments. If you are a firm user recording a payment on a client's behalf, see Record and Manage Online Bill Payments.

Tip: Your law firm may attach expense receipts for your reference. Click Download expense receipts in the bill email to access them.

Pay by eCheck

Note: Only clients of firms located in the US can pay by eCheck.

  1. Open the bill in your email inbox and click Pay online now.
  2. In the Pay by Credit Card section, click Pay by eCheck.
  3. Enter your name, then click Select your bank.
  4. Click Continue, then search for and select your financial institution.
  5. If prompted, complete the reCAPTCHA and click Continue.
  6. Follow the prompts to sign in to your bank account. You return to the payment window with your bank name and the last four digits of your account linked.
  7. Click Review payment.
  8. Check the box to approve the withdrawal of funds from your account.
  9. Optional: Check the box to securely store this payment method for future use. Your firm can then charge this eCheck method for future bills and payment plans.
  10. Click Submit payment.
    • Select Download PDF to save a copy of your payment confirmation.

 

Pay by credit or debit card

  1. Open the bill in your email inbox or Clio for Clients portal and click Pay online now. The amount defaults to the total due, you can update it if needed.
  2. Select Debit, or select Other methods to choose Credit, and enter your card details.
  3. Under Billing information, enter the card's billing details.
  4. Click Review payment.
  5. Optional: Check the box to securely store this payment method for future use.
  6. Click Submit payment.
    • Select Download PDF to save a copy of your payment confirmation.

 

Pay by direct ACH

Note: Direct ACH availability depends on your law firm's settings, so confirm with your firm. When you pay by direct ACH, you use a virtual account unique to you, and the account holder name appears as Clio, the firm's payment processor, which routes the payment securely to your firm's bank account.

  1. Open the bill in your email or Clio for Clients portal and click Pay online now. The amount defaults to the total due. Update it if needed.
  2. Select Other methods, then Direct ACH. Direct ACH is not available for secure payment links that are not tied to a specific bill or trust request.
  3. Use the provided bank information to initiate a transfer from your bank account to the firm's account.

 

Pay by digital wallet

Note: Add your credit or debit card to your Apple or Google wallet first. Apple Pay is available on Apple devices using Safari, and Google Pay is available on devices using Chrome.

  1. Open the bill in your email or Clio for Clients portal and click Pay online now. The amount defaults to the total due. Update it if needed.
  2. Click Pay, which appears above the card payment section.
  3. Follow the prompts for Apple Pay or Google Pay.
  4. Optional: After payment, click Print to save a copy.

 

Pay by Pay Later

Pay Later, provided by Affirm, appears when your law firm has enabled it. You need an Affirm account to use it.

  1. Open the bill in your email inbox and click Pay online now.
  2. Select Pay Later. If you do not see it, click the down arrow next to the other payment methods.
  3. Provide your full name and billing details, then click Continue with Pay Later.
  4. Log in to your Affirm account and finalize your payment there.

Note: After you submit a payment, the confirmation page includes your payment amount, confirmation number, and the recipient. Select Download PDF to save a copy of your payment confirmation.

 

Up next

Review Accepted Payment Methods: Review which methods your firm accepts and any transaction limits.

 

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