Make it easier for clients to pay and for you to get paid
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Your to-do-list is long enough, and when it comes to payments, you’re likely chasing down outstanding invoices or struggling to keep up with your legal billing. But it doesn’t have to be this way.
Make the collections process fast, automated, and convenient for you and your clients, with Clio’s online payment solution built specifically for law firms. Clio’s solution is trust accounting compliant.
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Accept online payments: Get paid faster, reduce errors, and provide a better payment experience.
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Get paid sooner with convenient payment options
Clio's online payment processing solution makes it easy for clients to pay bills online as soon as they receive them. Clients can securely pay bills or request client funds online through your website, client portal, by email, and more.
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Remove the stress of large, unexpected legal bills
Give your clients flexibility with automated payment plans. Break payments into manageable amounts and set a schedule that fits your client’s needs (and your firm’s cash flow).
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Handle billing and payments—all in one go
Manage online payments through a seamless collections process. Payments are automatically associated with client bills and synced to your accounting platform, leading to fewer manual data errors—and more time back in your day.
A legal payments solution your firm can trust
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Real-time insights into your finances
Stay on top of all your transactions with financial reports and instant payment notifications to get a real-time view of any outstanding balances. Set automated payment reminders for any bills that need additional follow-up.
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The simple solution to complex trust accounting regulations
Clio handles all client accounting-related transactions in compliance in a trust accounting matter. With operating and client funds kept separate, funds in your client account are protected from all third-party debiting, including processing fees and chargebacks.
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Operate in accordance with PCI legislation
Clio uses the payment industry’s most advanced security measures—with bank-grade protection of client data and proactive fraud detection—so you can safely accept online payments.
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Simple and transparent pricing
Online payments are included in all Clio Manage subscriptions. With Clio Payments, always know exactly what you’re paying. Clio Payments’ transparent, upfront pricing and no monthly subscription is easy to calculate and understand—and has no hidden costs or fees.
Thousands of legal professionals get paid with Clio
“I absolutely love this function (Payments) in Clio, it is by far my favourite function!
Clio payments has really made a massive difference to our accounts payable processes. Offering our clients a pay now button when they receive their invoices, means there are less obstacles to make payment and in turn less admin for us, when following up overdue accounts (and less overdue accounts in general). Previously a client would have to ask for a payment link which we would then have to retrieve from Xero and share with them, it was a convoluted process, and we are glad we can now offer this function to our clients.”
Frequently Asked Questions
What is Clio Payments?
Built within the powerful Clio Manage infrastructure, it offers a faster, more transparent collections experience and real-time view of transactions. Payments get recorded automatically in Clio and are synced to your accounting platform—saving time and effort. And you can send client funds payment requests knowing Clio keeps you compliant with client accounting rules.
Is Clio Payments PCI Compliant?
Clio Payments is built to ensure all payments are PCI compliant. The processing, transmission, and storage of card data is handled in a way that meets the highest level of certification available in the payments industry.
Where is Clio Payments available and who has access to this feature?
Clio Payments is available to all Clio Manage customers in Australia.
Within Clio, only an Administrator or the Primary Subscriber can set up Clio Payments. Any user with Admin or Billing permissions can send an invoice with the ability for the client to pay online. Both these permission levels will also receive a notification email for successful payments.
What is Clio’s chargeback guarantee?
Credit card disputes happen, and if and when they do, Clio has you covered. Chargebacks are fees charged by banks when a client disputes a charge, but rest assured that funds will never be taken from your client account. If a chargeback occurs, you will be alerted and our team can walk you through the dispute process step by step at your request.
How do I accept online payments with Clio?
Clio Manage customers can set up Clio Payments right from within Clio Manage by going to the Online payments tab. From there, select the Access more features subtab, and click Activate today. You’ll be asked to enter details about your business and financial institutions. Once done, activation takes as little as one minute.
What information is required to set up payments in Clio Manage?
To set up payments in Clio Manage from a AU Clio account, you’ll need the your business and account information.
How does this feature benefit my law firm?
By making it easier to pay, law firms get paid faster and are more likely to collect more of their outstanding balances. By accepting online payments through Clio Payments, law firms can:
- Manage billing, payment collection, reporting and accounting (if connected to QBO/XERO) in one system. This helps save time, reduces manual work and having to work in multiple systems.
- Remain compliant with trust accounting rules without any effort. This means Clio Payments protects the client account by preventing any 3rd party from debiting fees from it. It also separates earned and unearned fees into the Client and Operating accounts.
- Handle payments and customer data securely, in accordance with PCI Compliance.
- Get paid faster. Our 2019 Legal Trends Report found that 57% of electronic bills get paid within the same day they’re invoiced, and 85% get paid within a week.
What is Clio's pricing?
To use Clio Payments there is no additional subscription fee. Online payments are included in all Clio Manage subscriptions.
Bank transfers are also free. There is a surcharge fee that is incurred if your customer elects to pay via a card. This surcharge fee is 1.75% + $0.30 per transaction (excluding GST) will apply for standard Visa, American Express and Mastercard. You may elect to pass the fee on to your clients.
Is surcharging available?
Yes, surcharging is available. This is available for you to turn in your account. Please note that if surcharging is applied Google Pay and Apply Pay is unavailable.
More Clio Manage features
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Matter Management
Stay organised, and access the information you need—from anywhere, at any time.
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Documents
Edit, store, and organise your legal documents securely, from anywhere.
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Legal Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
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Trust Accounting
Simplify reconciliations and your firm’s billing process. Clio also syncs to and integrates with Xero’s accounting software.
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Legal Calendaring
Stay on top of deadlines, with the ability to view diary events by case and to add custom reminders for any event.
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Time and Expense Recording
Make billing easy and accurate with features like Timekeeper and enhanced expense recording.
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Law Firm Performance Dashboard
See how many hours your firm has captured, billed, and collected in one dashboard.
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Client Portal
A desktop and mobile app for clients to communicate and collaborate with their lawyer.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximise efficiency and increase revenue.
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime.