Reliable payment collection protects your firm's cash flow and gives clients a convenient way to settle bills. Clio Payments integrates with Clio Manage, so your firm can accept online payments, save client payment methods, automate payment plans, and reconcile transactions on a single platform. Using Clio Payments shortens collection time and automatically syncs electronic payments to bills, reducing manual recordkeeping.
Important: Account administrators and the primary subscriber can sign up for and set up Clio Payments.
Note: Clio Payments is available to US and Canadian customers. US firms can process credit card, debit card, direct ACH, and eCheck payments. Canadian firms can process credit card and debit payments. Both can save client payment methods and create payment plans, and clients can pay by Apple Pay and Google Pay. All bill payments from Clio Payments are paid out in your firm's local currency based on the registered business address, regardless of the default currency in your General Bill Settings.
Understand the two-stage setup
Setting up Clio Payments has two stages. Your firm will need to complete both before your firm can accept online payments:
- Application
Submit your firm's business and ownership information for review. Clio typically reviews applications in one to two days.
- Setup
After approval, connect your payout accounts to your Clio Manage ledger accounts to activate payment processing.
Understand what Clio Payments enables
Once active, Clio Payments supports these workflows across billing and trust:
- Accept credit card, debit card, eCheck, direct ACH, Apple Pay, Google Pay, and Pay Later (US only) for bills and trust requests
- Save client payment methods for automated recurring charges
- Create and manage payment plans toward outstanding balances
- Generate secure payment links and QR codes for client invoices
- Sync completed payments to Clio Manage bill records automatically
Important: Clio's payment processing partner processes transactions across regions. Your use of Clio Payments includes transferring transaction-related data to the United States for processing, including your firm's business details, bank account information, and client payment data. Clio processes this data in alignment with the Terms of Service.
Up next
- Activate Clio Payments: Submit your application and connect your accounts to start accepting payments.
- Clio Scheduler: During intake via Clio Grow, you can use online payments to collect payments for client appointments.