Clio Payments is Clio’s built-in payments solution for US and Canadian customers. With Clio Payments, US customers can manage credit card, debit card, and eCheck/ACH payments while Canadian customers can manage credit card and debit payments directly in Clio Manage. Both US and Canadian customers can save client payment methods and create payment plans. Once set up, your clients can also pay their bills using Apple Pay and Google Pay.
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 (except the residents of Puerto Rico) 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.
- Go to Online payments.
- Select the Access more features subtab.
- Select Switch now.
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Complete your business details and then click Continue.
- If your firm is filing taxes using your SSN, select individual, sole proprietorship, or single member LLC as your business type.
- If your firm is filing taxes using an EIN, select company, LLC, or partnership as your business type.
- Add personal information for users in the firm who have at least 25% ownership. Click Add to add more users.
- 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.
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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 three options:
- Transfer your saved payment information from LawPay and automatically recreate your payment plans to ensure your collections stay on track. A Clio account manager will support you with this process.
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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. -
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.
- Review your business details, personal information, and bank accounts.
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Agree to the Terms & conditions:
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- Required: I have read and agree to the Terms & Conditions.
- Required: I have read and agree to the Direct Debit Agreement.
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Required: I consent to receive electronic copies of my form 1099-K.
Note: After signing up, you can manually request paper copies of your form 1099-K. Learn more here.
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In the Upgrading to new Clio Payments box, read and check the boxes for ALL three terms:
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- 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. I want to send an automated email to the group of contacts that I previously selected.
- Required: I understand that existing payment plans will continue to be processed through LawPay but transactions will not be automatically reflected in Clio Manage.
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- Click Submit.
- 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.
- Go to Online payments.
- Select the Access more features subtab.
- Click Activate today.
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Complete your business details and then click Continue.
- If your firm is filing taxes using your SSN, select individual, sole proprietorship, or single member LLC as your business type.
- If your firm is filing taxes using an EIN, select company, LLC, or partnership as your business type.
- Add personal information for users in the firm who have at least 25% ownership or significant managerial control of the firm. Click Add person to add more users.
- Select the bank accounts that you want to connect. Contact your financial institution for your bank account and routing numbers. Once done, click Continue.
- Check the boxes to agree to the terms and conditions and click Submit.
- 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.
Manage 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.
- Go to Settings > Online payments > Payment Profile.
- Click Edit business details.
- Enter the new statement descriptor in the box below Statement descriptor.
- Click Update.
- Go to Settings > Online payments > Bank Accounts.
- Click Add bank account to add a new account. Click Edit to change the details of an existing bank account.
Accepted credit and debit cards
With Clio Payments, your clients can pay their bills by credit card, debit card, Apple Pay, Google Pay, or eCheck/ACH (US only). The types of credit cards and debit cards that your clients can use to pay their bills depend on where the clients are located. The table below shows what cards your clients can use if they are located in the US or in Canada, or if they are located internationally.
| US | Canada | International |
|---|---|---|
| Visa (debit or credit) | Visa (debit or credit) | Visa (debit or credit) |
| Mastercard (debit or credit) | Mastercard (debit or credit) | Mastercard (debit or credit) |
| American Express | American Express | American Express |
| Discover | ||
| Diners Club | ||
| JCB | ||
| UnionPay |
Complete 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.
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:
- 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.
- 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.
- 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.
- 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.
- If you selected Auto, click Capture Photo to use your computer's webcam and camera software to assist in the picture-taking process.
- Click Submit once you are done.
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 mobile app:
- 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.
- 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.
- 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.
- 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 mobile device's camera 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 mobile device.
- If you selected Auto, click Capture Photo to use your mobile device's camera to assist in the picture-taking process.
- 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's support team 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.
