Clio Payments Set Up and Settings

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Clio Payments is Clio’s built-in payments solution for US and Canadian customers. With Clio Payments, US customers can manage credit card, debit, and eCheck/ACH payments directly in Clio Manage. Canadian customers can manage credit card and debit payments directly in Clio Manage. Both US and Canadian customers can also store client payment methods and create payment plans.

Note: Only administrators can sign up for Clio Payments.

Important: All payments will be processed and paid out in USD for firms in the US and CAD for firms in Canada, regardless of the default currency selected in Bill Settings.

 

Sign up for Clio Payments

All US and Canadian customers can sign up for Clio Payments, including users who want to disconnect their LawPay accounts and migrate to Clio Payments. You can continue to use the Clio Grow Scheduler to collect payment for client appointments without interruption. Once the signup process is complete, you will receive an email notification that you can begin using Clio Payments. 

Tip: When entering your business details, enter a custom statement descriptor to help clients recognize your firm name when they view their credit card or bank statement. You can also edit the statement descriptor in your settings after signing up. If you do not set a statement descriptor, Clio Payments will automatically abbreviate the first 22 characters of your firm’s business name.
Signup process for LawPay integration users Signup process for new users
  1. Go to Online payments.
  2. Select the Access more features subtab.
  3. Click Sign up now.
  4. Complete your business details and then click Continue.
  5. Add personal information for users in the firm who have at least 25% ownership. Click Add to add more users.
  6. Select the bank accounts that you want to connect. Contact your financial institution for your bank account and routing numbers (US) or your bank account, transit, and institution numbers (Canada). Once done, click Continue. 
  7. For users with previously saved payment plans or payment methods: Active payment plans and saved payment methods will be disconnected upon transitioning to Clio Payments. You have two options:
      1. Recreate the payment plans in Clio. Clio Manage can send an automatic email to saved contacts with previously saved payment methods to ask that they save their payment methods again. 
        Note: This email will be sent from notifications@clio.com. You can also change this email address to your own Microsoft or Google email address using Clio's email personalization feature. Learn more here.
      2. Continue to run these payment plans directly from your LawPay account. Payments received from these plans will not be synced to Clio Manage, which means you will need to manually record the transactions in Clio.

  8. Review your business details, personal information, and bank accounts.
  9. Agree to the Terms & conditions:
      • Required: I have read and agree to the Terms & Conditions.
      • Required: I have read and agree to the Direct Debit Agreement.
      • Optional: I consent to receive electronic copies of my form 1099-K.
  10. In the Switching to new Clio Payments box, read and check the boxes for ALL three terms:
      • Required: I understand that by activating new Clio Payments, the LawPay integration will be disconnected from Clio Manage.
      • Required: I understand that once the LawPay integration is disconnected, any previously saved payment methods will be lost. You can easily request payment methods again.
      • Required: I understand that existing payment plans will be cancelled and must be recreated in my new Clio Payments account.
  11. Click Submit.
  12. Optional: Go back to the Online payments page to view the status of your application. If there are any issues with your business details, you will be prompted to enter more details.
Important: Clio’s payment processing partner does not have the ability to process transactions exclusively within one region. Your use of Clio Payments will include the transfer of transaction related data to the United States for processing, including business name, business number, business address, email, phone number, business owners information, and connected bank account Information (including name, type, account number, transit number, and institution number). For client data, this includes their credit card information or bank account information. This data is processed in the US in alignment with our Terms of Service.

 

Clio Payments settings

After signing up for Clio Payments, you can customize your statement descriptor and make changes to bank accounts in your settings. Any firm user with access to payments can edit the statement descriptor.

Edit statement descriptor Edit bank accounts
  1. Go to Settings > Online payments > Payment Profile.
  2. Click Edit business details.
  3. Enter the new statement descriptor in the box below Statement descriptor.
  4. Click Update.
Note: Your client’s credit card and bank statements will show whichever statement descriptor you entered when the bill was generated. If you send your client a bill and then edit the statement descriptor, the client will only see the previous statement descriptor. Future bills will use the new one.

 

Identity confirmation

For your protection, when connecting a bank account to Clio Payments, you may be prompted to provide additional identity confirmation. Once you have completed the identify verification form, your submission will be sent to Clio for processing and review. Upon successful confirmation of your identity, you will be notified via email that your submission has been accepted, and you will be able to connect additional bank accounts to Clio Payments.

Note: Your successful identity confirmation status will last for 30 days. If you need to connect additional bank accounts after this 30-day period, you may be required to undergo the identity confirmation process again.

Clio Manage desktop app Clio mobile app

If you need to connect a bank account to Clio Payments and are prompted for additional identity confirmation when viewing the Accounts tab, follow these steps if you are using the Clio Manage desktop app:

  1. Click Verify my identity. This action will result in the following: 
    • It will redirect you to Clio's identity confirmation form.
    • You will receive an email with a link to the identity confirmation form.
    • The primary subscriber for your firm will be notified that you are undergoing the identity confirmation process. No email will be sent if you are your firm’s primary subscriber.
  2. In the identity verification form, select the type of government-issued documentation you are using under Document Type (e.g. driver's licence, passport, etc.) and the issuing country of that document under Country.
  3. Under Capture Type, select whether you are uploading a photo of the front of the documentation, back of the document (only for some documentation types), or a live photo. You are required upload to a photo of the front of your documentation and a live photo of yourself. For some documentation types, you may be required to upload a photo of the back of the documentation.
  4. Under Auto/Manual Capture, select how you will take the photo. If you experience difficulties with Auto, try Manual instead.
    • If you selected Auto, click Capture Photo to use your computer's webcam and camera software to assist in the picture-taking process.
      Tip: Put a contrasting background color behind your document to assist the automatic detection process in recognizing your document.
    • If you selected Manual, click Capture to upload your photos from your computer.
  5. Click Submit once you are done.

Important: Your personal information is very sensitive and is treated with the utmost care. The data you provide is accessible to only a select few Clio employees on the Security team. Your document images are stored within Clio for a one-year period for auditing purposes, at which point they are automatically and irrevocably deleted.

 

Disconnect Clio Payments

If you no longer want to use Clio Payments, contact Clio Support and state that you want to disconnect Clio Payments from your account. Your account's Primary Subscriber or an administrator will be required to authorize the disconnection via email before Clio Payments can be disabled from your account. 

 

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